Funds From: lzgix - Lazard Global Fixed Income Institutional to jtsax - JPMorgan SmartRetirement 2050 A


  • Holdings: Chevron Corp , Merck & Co Inc , Pfizer Inc , Raytheon Company , Microsoft Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for vcigx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for dfusx investment picks
  • Holdings: Active Stock Master Portfolio , International Tilts Master , BlackRock Russell 1000 Index T , BlackRock CoreAlpha Bond Investor A , iShares International Dev Rel Est ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for lprpx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for lsizx investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Defensive Equity Y , Russell US Core Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rblsx investment picks
  • Holdings: Dws Cayman Commodity Ii Ltd , B00009381 Irs Usd P F 2.139002 Ccpvanilla , B00009381 Irs Usd R V 03mlibor1 Ccpvanilla , B0009721 Irs Usd P F .96400s00009721 Ccpvanilla , B0009721 Irs Usd R V 03mliborl00009721 Ccpvanilla ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for sknrx investment picks
  • Holdings: SVB Financial Group , Comerica Inc , Huntington Bancshares Inc , Skyworks Solutions, Inc. , American Airlines Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for rmcrx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gmiax investment picks
  • Holdings: Google Inc Class A , Raytheon Company , Johnson & Johnson , Microsoft Corporation , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for valix investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Chevron Corp , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for mepsx investment picks
  • Holdings: Neuberger Berman Socially Rspns Inst , Parnassus Equity Income - Inst , Pax MSCI EAFE ESG Index ETF , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for pagax investment picks
  • Holdings: Apple Inc , Google Inc Class A , Exxon Mobil Corporation , International Business Machines Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for wfqdx investment picks
  • Holdings: Manning & Napier Pro-Blend Cnsrv Term I , Manning & Napier Pro-Blend Mod Term I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for mthkx investment picks
  • Holdings: Copa Holdings SA Class A , Baidu, Inc. ADR , GMO US Treasury , Colgate-Palmolive Company , Brilliance China Automotive Holdings, Ltd. ,
  • Category: Diversified Emerging Mkts
Sign-up for gedox investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for segmx investment picks
  • Holdings: Microsoft Corporation , Facebook Inc Class A , Google, Inc. Class A , Cisco Systems Inc , Magna International Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for acgox investment picks
  • Holdings: Apple Inc , Oracle Corporation , Google Inc Class A , PepsiCo Inc , Microsoft Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for swlsx investment picks
  • Holdings: General Electric Co , Eaton Corporation PLC , Citigroup Inc , Occidental Petroleum Corporation , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for twqzx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for accsx investment picks
  • Holdings: American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds Capital Inc Bldr R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for rbctx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Johnson & Johnson , Union Pacific Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sleix investment picks
  • Holdings: Roche Holding AG , Samsung Electnc Pfd , Novartis AG , British American Tobacco PLC , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for bjbix investment picks
  • Holdings: Grafton Group PLC , Euler Hermes , Optimal Payments PLC , Michael Page International PLC , Prysmian ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
Sign-up for finax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for wmbax investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , AIA Group Ltd. , Tencent Holdings Ltd. , National Australia Bank Limited ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for taprx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for atfix investment picks
  • Holdings: Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia High Yield Bond I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rbbax investment picks
  • Category: Muni New York Long
Sign-up for mnoax investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intl Opp R6 , JPMorgan International Equity R6 , JPMorgan Intrepid America R5 , JPMorgan Growth Advantage R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for jtsax 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: lzgix - Lazard Global Fixed Income Institutional to jtsax - JPMorgan SmartRetirement 2050 A
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