Funds From: tndax - Invesco Balanced-Risk Retire 2040 A to nvsox - Wells Fargo Advantage Small Cap Opp Adm


  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for tndax investment picks
  • Holdings: iShares Core MSCI Emerging Market , SPDR S&P Global Natural Resources , SPDR Dow Jones Intl Real Estate , iShares Gold Trust , WisdomTree Emerging Markets Local Debt ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for usrrx investment picks
  • Holdings: PL Managed Bond P , PL Large-Cap Value P , PL Comstock P , PL Main Street Core P , PL International Large-Cap P ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pocax investment picks
  • Holdings: National Bank of Canada , Canadian Imperial Bank of Commerce , ING Groep N.V. , Discovery Ltd , Delta Lloyd N.V ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for pufcx investment picks
  • Holdings: Hutchison Whampoa Ltd , Kasikornbank Public Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Philippine Long Distance Telephone ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 5 Stars
Sign-up for asiax investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
Sign-up for frxix investment picks
  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
Sign-up for rmsax investment picks
  • Holdings: Republic Services Inc Class A , Northern Trust Corp , Imperial Oil Ltd , iShares Russell Mid-Cap Value , ADT Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for avuax investment picks
  • Holdings: Integrys Energy Group Inc , Expedia Inc , SPDR S&P 500 , TRW Automotive Holdings Corp , EOG Resources Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for tvbix investment picks
  • Holdings: Expedia Inc , Signet Jewelers Ltd , United Rentals Inc , IAC/InterActiveCorp , Robert Half International Inc ,
  • Category: Mid-Cap Growth
Sign-up for apsgx investment picks
  • Holdings: Approach Resources Inc , Taminco Corp , Chimera Investment Corp , White Mountains Insurance Group Ltd , Forestar Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for cscsx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Wells Fargo & Co , General Electric Co , Chevron Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for dftcx investment picks
  • Holdings: Celgene Corp , Chipotle Mexican Grill Inc Class A , SBA Communications Corp , MasterCard Inc Class A , B/E Aerospace Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for gnvix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mmcbx investment picks
  • Holdings: Total SA , Imperial Tobacco Group PLC , Vinci , GlaxoSmithKline PLC , Lorillard Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for jgyax investment picks
  • Holdings: iShares Russell 1000 Growth , Vanguard Growth ETF , Vanguard Value ETF , iShares MSCI EAFE , iShares Russell 1000 Value ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sdeax investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Wendy's Co Class A , DREAM Unlimited Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for kscyx investment picks
  • Holdings: SPDR S&P 500 , iShares MSCI Japan , iShares Global Industrials , Vanguard European Stock Index ETF , iShares Global Healthcare ,
  • Category: Tactical Allocation
Sign-up for mlbax investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , ConocoPhillips , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cfvlx investment picks
  • Holdings: Green Plains Inc , Bitauto Holdings Ltd. ADR , AerCap Holdings NV , Pilgrims Pride Corp , Comstock Resources Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for bogix investment picks
  • Holdings: Microsoft Corp , Wal-Mart Stores Inc , Coca-Cola Co , Arca Continental SAB de CV , Coca Cola Embonor SA, SAntiago ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cobyx investment picks
  • Holdings: Morgan Stanley , DR Horton Inc , Micron Technology Inc , Lennar Corp , Toll Brothers Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nefgx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , General Electric Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for vsbpx investment picks
  • Holdings: Wilmington Multi-Manager Intl Instl , Harbor International Institutional , Wilmington Mid Cap Growth Instl , Morgan Stanley Inst Growth I , T. Rowe Price Instl Large Cap Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for arbax investment picks
  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , Trinity Industries Inc , Federated Investors, Inc. Class B , AllianceBernstein Holding L.P. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rytfx investment picks
  • Holdings: Rosetta Resources Inc , Manhattan Associates Inc , Meritor Inc , United Rentals Inc , Genesee & Wyoming Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for arpax investment picks
  • Holdings: Microsoft Corp , Medtronic Inc , Twenty-First Century Fox Inc Class B , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tebix investment picks
  • Holdings: Templeton Global Total Return R6 , Franklin US Government Secs R6 , Franklin Growth R6 , Franklin Low Duration Total Return R6 , Franklin Rising Dividends R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ftcrx investment picks
  • Holdings: Amerco Inc , Alaska Air Group Inc , Deluxe Corp , TRW Automotive Holdings Corp , Jarden Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for jamdx investment picks
  • Holdings: Brown & Brown Inc , NorthWestern Corp , Berry Plastics Group Inc , Parexel International Corp , Regal-Beloit Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for nvsox 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: tndax - Invesco Balanced-Risk Retire 2040 A to nvsox - Wells Fargo Advantage Small Cap Opp Adm
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