Funds From: wcabx - Waddell & Reed Bond C to plusx - DWS LifeCompass 2030 A


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for wcabx investment picks
  • Holdings: Daimler AG , Statoil ASA , Siemens AG , Samsung Electronics Co Ltd , Toto Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for rimax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for jmtrx investment picks
  • Holdings: The Middleby Corp , CoStar Group Inc , American Axle & Mfg Holdings Inc , Aspen Technology Inc , Restoration Hardware Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for anocx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Large Cap Growth I , MainStay ICAP International I , MainStay US Small Cap I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mmrax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for gsnix investment picks
  • Holdings: Mutual Global Discovery A , Live Oak Health Sciences , Vanguard Health Care Inv , iShares Russell Mid-Cap Growth , Franklin Natural Resources A ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for sitax investment picks
  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Short-Term Bond Inst , TIAA-CREF Bond Plus Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for tpilx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
Sign-up for pnarx investment picks
  • Holdings: DWS RREEF Global Infrastructure Inst , DWS Floating Rate Inst , DWS Diversified Market Neutral Instl , SPDR Barclays Capital Convertible Secs , DWS Enhanced Emerg Mkts Fixed Inc Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for selix investment picks
  • Holdings: Roche Holding AG , Core Laboratories NV , ARM Holdings PLC ADR , Novartis AG , Shire PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ociex investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for gtirx investment picks
  • Holdings: Skyworks Solutions Inc , Lorillard Inc , Marriott International Inc Class A , Oracle Corporation , BorgWarner Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for hhrax investment picks
  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 2.75% , Wells Fargo & Co , Oracle Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jpvax investment picks
  • Holdings: Google Inc Class A , Apple Inc , Visa Inc Class A , Honeywell International Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for pnobx investment picks
  • Holdings: AvalonBay Communities Inc , Land Securities Group PLC , Simon Property Group Inc , Essex Property Trust Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for sarbx investment picks
  • Holdings: Crown Holdings Inc , Schweitzer-Mauduit International, Inc. , RenaissanceRe Holdings Ltd , Ball Corp , TCF Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cbmdx investment picks
  • Holdings: Wirecard AG , Beijing Enterprises Water Group Limited , CAE, Inc. , Babcock International Group PLC , China Everbright International Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for artjx investment picks
  • Holdings: Master Small Cap Index ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for maskx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ekhax 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: 4 Stars
Sign-up for pttix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for lwmsx investment picks
  • Holdings: Ingredion Inc , Cameron International Corp , Monsanto Co , MasterCard Inc Class A , Visa Inc Class A ,
  • Category: World Stock
Sign-up for mnifx investment picks
  • Holdings: Heineken NV , General Mills Inc , Walgreen Co , Campbell Soup Co , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lcedx investment picks
  • Holdings: Netflix, Inc. , Regeneron Pharmaceuticals, Inc. , Incyte Corp Ltd , Domino's Pizza, Inc. , ENN Energy Holdings Ltd. ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for scwbx investment picks
  • Holdings: Roche Holding AG , CIE FINANCIERE RICHEMONT SA , Novo Nordisk A/S , ASML Holding NV , Liberty Global PLC Class C ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for sffax investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Chevron Corp , E-mini S&P 500 Index Future June14 , US Treasury Note 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for faiox investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Johnson & Johnson , Wells Fargo & Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for irvix investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Merck & Co Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mfunx investment picks
  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS EAFEĀ® Equity Index Inst , DWS Small Cap Core S , DWS US Bond Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for plusx 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: wcabx - Waddell & Reed Bond C to plusx - DWS LifeCompass 2030 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry