Funds From: srjzx - JPMorgan SmartRetirement® 2035 R2 to dtmex - DFA Tax-Managed US Eq


  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for srjzx investment picks
  • Holdings: Tsuruha Holdings Inc. , Ultra Electronics Holdings PLC , Close Brothers Group PLC , Dillards Inc , Nitori Holdings Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
Sign-up for ficsx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for rcrax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for dfrtx investment picks
  • Holdings: Brookfield Asset Management Inc Class A , Berkshire Hathaway Inc Class B , Starbucks Corp , Google Inc Class C , MasterCard Inc Class A ,
  • Category: Large Growth
Sign-up for pbckx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mbfcx investment picks
  • Holdings: Home Depot Inc , Federated Investors, Inc. Class B , Take-Two Interactive Software Inc , EZCorp Inc , Stanley Black & Decker Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for imscx investment picks
  • Holdings: OAO Lukoil ADR , Total SA , GMO US Treasury , BP PLC , CNOOC Ltd ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for gofix investment picks
  • Holdings: Travelers Companies Inc , Pfizer Inc , Johnson & Johnson , Procter & Gamble Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mblax investment picks
  • Holdings: WellPoint Inc , UnitedHealth Group Inc , Hewlett-Packard Co , Western Union Co , Best Buy Co Inc ,
  • Category: World Stock
Sign-up for fdmlx investment picks
  • Holdings: Office Depot Inc , Dynegy Inc , NuVasive Inc , Unisys Corp , Hawaiian Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for vsscx investment picks
  • Holdings: Pioneer International Value Y , Pioneer Global Equity Y , Pioneer Bond K , Pioneer Fundamental Growth Y , Pioneer Core Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for graax investment picks
  • Holdings: Written Call Option Contracts , S&P 500 Index Option, At 1,970 , Microsoft Corp , Exelon Corp , Eli Lilly and Co ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
Sign-up for hsgfx investment picks
  • Holdings: Allison Transmission Holdings Inc , Raymond James Financial Inc , Hartford Financial Services Group Inc , CBRE Group Inc , Webster Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for syamx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for vtbnx investment picks
  • Holdings: Pennon Group PLC , Inmarsat PLC , Cobham PLC , Berkeley Group Holdings (The) PLC , Taylor Wimpey PLC ,
  • Category: Miscellaneous Region
Sign-up for dfukx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for grisx investment picks
  • Holdings: Intel Cv 3.25% , Gilead Sciences Cv 1.625% , Continental Airls Cv 4.5% , Danaher Corp Del Cv , Jarden Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for mcoax investment picks
  • Holdings: Baidu Inc ADR , Bayer AG , Covidien PLC , AIA Group Ltd , Toyota Motor Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for aphix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Tencent Holdings Ltd. , Alliance Data Systems Corp ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for bgsax investment picks
  • Holdings: Hawaiian Holdings Inc , NXP Semiconductors NV , Tyson Foods Inc Class A , PrivateBancorp Inc , Mohawk Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for ssnax investment picks
  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West International Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mxsbx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 1 Stars
Sign-up for unbdx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mtgdx investment picks
  • Holdings: FNMA , US Treasury Note 3.625% , US Treasury Note 3.25% , US Treasury Note 4.625% , US Treasury Note 2.75% ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for wfoax investment picks
  • Holdings: American Assets Trust Inc , Sterling Bancorp , Western Alliance Bancorp , Deluxe Corp , VCA Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for crrrx investment picks
  • Holdings: American Airlines Group Inc , Halozyme Therapeutics Inc , BlackBerry Ltd , bluebird bio Inc , Alon USA Energy Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for mofqx investment picks
  • Category: Long/Short Equity
Sign-up for scotx investment picks
  • Holdings: Synopsys Inc , Cooper Companies , Align Technology Inc , Airgas Inc , Catamaran Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dbmax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for dtmex 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: srjzx - JPMorgan SmartRetirement® 2035 R2 to dtmex - DFA Tax-Managed US Eq
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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent