Funds From: jmgzx - JPMorgan Mid Cap Growth R2 - Mid-Cap Growth to rrlrx - Russell LifePoints 2030 Strategy R1 - Target Date 2026-2030


  • Holdings: Illumina Inc , Electronic Arts Inc , Michael Kors Holdings Ltd , Affiliated Managers Group Inc , Delta Air Lines Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for jmgzx investment picks
  • Holdings: Google Inc Class A , Amazon.com Inc , Priceline.com Inc , Visa Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for PRGFX investment picks
  • Holdings: Apache Corporation , Consolidated Water Co Ltd , CVR Refining LP , Qualcomm Inc , Dollar Gen Corp New 3.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for TWOCX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for sahix investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Bond Market Index Instl , Principal Short-Term Income Inst , Principal LargeCap Growth I Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for penax investment picks
  • Holdings: RidgeWorth Total Return Bond I , RidgeWorth Large Cap Growth Stock I , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svcax investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for exnyx investment picks
  • Holdings: Nippon Telegraph & Telephone Corp , Aryzta AG , Apple Inc , Time Warner Inc , CGI Group Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for dabbx investment picks
  • Holdings: The Middleby Corp , Acuity Brands Inc , Old Dominion Freight Lines , Watsco Inc , Envestnet Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for pgsgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for PTUCX investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for opsix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for aazax investment picks
  • Holdings: United Technologies Corp , Apple Inc , Gilead Sciences Inc , Chevron Corp , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ddcix investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , United Technologies Corp , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jpeax investment picks
  • Category: Emerging Markets Bond
Sign-up for US69447T7634 investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for ptpax investment picks
  • Holdings: SPDR S&P 500 , iShares Russell 2000 Index , Industrial Select Sector SPDR , Energy Select Sector SPDR , U.S. Treasury Notes 2.00% ,
  • Category: Multialternative
Sign-up for ARDNX investment picks
  • Holdings: Priceline Group Inc , Legal & General Group PLC , Roche Holding AG , AutoZone Inc , TransDigm Group Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for lgmax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for cfaax investment picks
  • Holdings: Johnson & Johnson , Schlumberger NV , Time Warner Inc , Apple Inc , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jlcax investment picks
  • Holdings: Cempclssf Fund Ltd , At&T 2.4% , Goldman Sachs Grp 5.625% , Compass EMP Ultra Short-Term Fixd Inc I ,
  • Category: Managed Futures
Sign-up for CCNCX investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for nvafx investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for asitx investment picks
  • Holdings: Ambev SA , Emaar Properties PJSC , Remgro Ltd , Unilever PLC , Etihad Etisalat ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for tedmx investment picks
  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
Sign-up for WABIX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for eigix investment picks
  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Strategic Fixed Income VI , GMO Alpha Only IV ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for EAAIX investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for rrlrx investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar 5-Star Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Funds From: jmgzx - JPMorgan Mid Cap Growth R2 - Mid-Cap Growth to rrlrx - Russell LifePoints 2030 Strategy R1 - Target Date 2026-2030
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry