Funds From: fwwfx - Fidelity Worldwide to jnscx - JPMorgan SmartRetirement 2025 C


  • Holdings: McGraw Hill Financial Inc , Cummins Inc , Adobe Systems Inc , Ameriprise Financial Inc , Bank of America Corporation ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for fwwfx investment picks
  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Gbp Irs 10yr Receiver (Jpm) 0.716 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 2.720 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 0.701 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for dvrix investment picks
  • Holdings: Energy Transfer Equity LP , Buckeye Partners LP , Enterprise Products Partners LP , Plains All American Pipeline LP , Energy Transfer Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for mlpfx investment picks
  • Holdings: Sempra Energy , Edison International , AECOM Technology Corp , PPL Corp , NiSource Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fdvlx investment picks
  • Holdings: Apple Inc , Union Pacific Corp , Visa Inc Class A , Celgene Corp , Baidu Inc ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nvlix investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Aspen Pharmacare Holdings Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Ping An Insurance Group H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for sekax investment picks
  • Holdings: Acadia Healthcare Co Inc , Guidewire Software Inc , Spectranetics Corp , XPO Logistics Inc , WageWorks Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for lssix investment picks
  • Holdings: West Corp , A Schulman Inc , OneBeacon Insurance Group Ltd , Graphic Packaging Holding Co , Navigators Group ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for zsccx investment picks
  • Holdings: Compass Group PLC , Reed Elsevier PLC , ING Groep N.V. , Royal Bank of Scotland Group (The) PLC , Covidien PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for artkx investment picks
  • Holdings: Apple Inc , S&P 500 Index Future Dec14 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for neiax investment picks
  • Holdings: Covidien PLC , Time Warner Cable Inc , Directv , Allergan Inc , TRW Automotive Holdings Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
Sign-up for merfx investment picks
  • Holdings: LyondellBasell Industries NV , AbbVie Inc , Apple Inc , Altria Group Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jagix investment picks
  • Holdings: SPDR® S&P 500 ETF , Vanguard Consumer Staples ETF , Health Care Select Sector SPDR® ETF , PowerShares Dynamic Pharmaceuticals ETF , PowerShares Aerospace & Defense ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for navfx investment picks
  • Holdings: SPS Commerce Inc , Omnicell Inc , Proofpoint Inc , LogMeIn Inc , Boulder Brands Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for bufox investment picks
  • Holdings: Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Us 5yr Note (Cbt) Dec14 Xcbt 20141231 , Us Long Bond(Cbt) Dec14 Xcbt 20141219 , Us 2yr Note (Cbt) Dec14 Xcbt 20141231 , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for gsbfx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Mitsubishi Estate Co Ltd , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for purzx investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Short-Term Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pfijx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
Sign-up for giocx investment picks
  • Holdings: Alexion Pharmaceuticals Inc , Union Pacific Corp , CarMax Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for sgrnx investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for rrtvx investment picks
  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mabax investment picks
  • Holdings: Vertex Pharmaceuticals Inc , Health Care REIT, Inc. , Avago Technologies Ltd , Moody's Corporation , AvalonBay Communities Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for vmgmx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Series Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity® Series Growth Company ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for fffdx investment picks
  • Holdings: East West Bancorp Inc , ITT Corp , Helix Energy Solutions Group Inc , Synopsys Inc , Chemtura Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for devix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fkbax investment picks
  • Holdings: Banco Bilbao Vizcaya Argentaria SA , Roche Holding AG Dividend Right Cert. , Novo Nordisk A/S Class B , Lloyds Banking Group PLC , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for hainx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , iShares Core S&P Mid-Cap , Equinix Inc , SL Green Realty Corp , Skyworks Solutions Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for mpsix investment picks
  • Holdings: 90day Sterling Fu Jun15 Xlif 20150617 , 90day Sterling Fu Sep15 Xlif 20150916 , 90day Sterling Fu Dec14 Xlif 20141217 , Jpn 10y Bond(Ose) Sep14 Xose 20140910 , FNMA ,
  • Category: World Allocation
Sign-up for us3620145082 investment picks
  • Holdings: Timothy Plan International A , Timothy Plan Large/Mid Cap Growth A , Timothy Plan High Yield Bond A , Timothy Plan Large/Mid Cap Value A , Timothy Plan Defensive Strategies A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for tsgcx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Value Advantage Instl , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for jnscx 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: fwwfx - Fidelity Worldwide to jnscx - JPMorgan SmartRetirement 2025 C
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