Funds From: lmhcx - QS Legg Mason Target Retirement 2040 C to qcscx - Federated MDT Small Cap Core C


  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , ClearBridge Aggressive Growth IS ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for lmhcx investment picks
  • Holdings: Endo International PLC , St Joe Corp , Mallinckrodt PLC , United Continental Holdings Inc , Dresser-Rand Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jcnrx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for ecdax investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Gilead Sciences Inc , Apple Inc , Comcast Corp Class A , Copa Holdings SA Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for adgax investment picks
  • Holdings: Casey's General Stores Inc , Irish Continental Group PLC , Abbott Laboratories , Merck & Co Inc , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
Sign-up for jsvtx investment picks
  • Holdings: DFA Large Cap International I , DFA US Large Company I , DFA US Core Equity 1 I , DFA International Vector Equity I , DFA Emerging Markets Core Equity I ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for ifpix investment picks
  • Holdings: Goldcorp Inc , Gold Bullion , Randgold Resources Ltd ADR , Silver Bullion (1 Oz = 1 Shr) , Barrick Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
Sign-up for fgdbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for fygcx investment picks
  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for lmfix investment picks
  • Holdings: Mutual Fund I7c3 , Continential Air 2000-1 8.048% , Bk Amer Chrlt Nc Mtn FRN , Citigroup FRN , Health Care Reit 6.2% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for tggwx investment picks
  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for lmwcx investment picks
  • Holdings: United Technologies Corp , Chevron Corp , Wal-Mart Stores Inc , Qualcomm Inc , Monsanto Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for lamqx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for ptnnx investment picks
  • Holdings: Wells Fargo & Co , Microsoft Corp , Pfizer Inc , ConocoPhillips , Hewlett-Packard Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for jiarx investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbcpx investment picks
  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for alvax investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Short-Term Income Inst , Principal Bond Market Index Instl , Principal Global Div Inc Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for pltsx investment picks
  • Holdings: Samsung Electronics Co Ltd , Morgan Stanley , Roche Holding AG , BNP Paribas , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for tewtx investment picks
  • Holdings: Gilead Sciences Inc , Schlumberger NV , Qualcomm Inc , Apple Inc , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for geipx investment picks
  • Holdings: Janus Global Bond N , Janus International Equity N , Janus Flexible Bond N , Janus Short Term Bond N , INTECH U.S. Value I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jcacx investment picks
  • Holdings: Exxon Mobil Corporation , Pfizer Inc , Citigroup Inc , General Electric Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for plvcx investment picks
  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rebtx investment picks
  • Holdings: CoStar Group Inc , The Middleby Corp , Restoration Hardware Holdings Inc , Shutterstock Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for anoax investment picks
  • Holdings: Ultimate Software Group Inc , Proto Labs Inc , Cepheid , Neogen Corp , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for dsgcx investment picks
  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dfhbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ilbpx investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scipx investment picks
  • Holdings: Christopher & Banks Corp , Glacier Bancorp Inc , Hecla Mining Co , HMS Holdings Corp , KYTHERA Biopharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for fscmx investment picks
  • Holdings: Citigroup Inc , Bank of America Corporation , JPMorgan Chase & Co , Wells Fargo & Co , U.S. Bancorp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for rykix investment picks
  • Holdings: Deluxe Corp , Parexel International Corp , Pharmerica Corp , Sanmina Corp , Basic Energy Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for qcscx 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: lmhcx - QS Legg Mason Target Retirement 2040 C to qcscx - Federated MDT Small Cap Core 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