Funds From: lsifx - ClearBridge Aggressive Growth IS to wforx - Wells Fargo Advantage DJ Target 2010 R4


  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Amgen Inc , Actavis PLC , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for lsifx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Exxon Mobil Corporation , Costco Wholesale Corp , Sempra Energy ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cmnwx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pifcx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Actavis PLC , Google Inc Class C , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for aspix investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for arfrx investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for rcctx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for prfrx investment picks
  • Holdings: Amazon.com Inc , Visa Inc Class A , Priceline Group Inc , Google Inc Class C , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for trsax investment picks
  • Holdings: MFS® High Yield Pooled , Simon Property Group Inc , Vornado Realty Trust , Public Storage , US Treasury Note 0.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for difax investment picks
  • Holdings: Facebook Inc Class A , Canadian Pacific Railway Ltd , Apple Inc , Biogen Idec Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mfocx investment picks
  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Altria Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for aiccx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for wtrix investment picks
  • Holdings: Cisco Systems Inc , Facebook Inc Class A , Visa Inc Class A , Oracle Corporation , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for lsgrx investment picks
  • Holdings: Baxter International Inc , Ford Motor Co , Wells Fargo & Co , AT&T Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for adjpx investment picks
  • Holdings: Continental AG , Dollarama Inc , SAP SE , Carnival Corp , Burberry Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for oigyx investment picks
  • Holdings: Schlumberger NV , Halliburton Co , Baker Hughes Inc , EOG Resources Inc , Cimarex Energy Co ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ieyax investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Limited Maturity R5 , MFS® Research R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for macvx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for bdlax 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 nosix investment picks
  • Holdings: CNH Industrial NV , Bank of America Corporation , Daimler AG , Oracle Corporation , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oakwx investment picks
  • Holdings: Select Income REIT , Gaming and Leisure Properties, Inc. , Klépierre , Ellington Financial LLC , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for jarix investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for fafrx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ptldx investment picks
  • Holdings: Apple Inc , E-mini S&P 500 Index Future Mar15 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for irlcx investment picks
  • Holdings: Ubs Relationship Fds , 3 Year Treasury Bond Future Dec14 , Bond 12/31/2014 , E-mini S&P 500 Index Future Dec14 , Ubs Relationship Fds ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bnglx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Bank of America Corporation , Citigroup Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for vfaix investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for bprix investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Cisco Systems Inc , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rlcax investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Check Point Software Technologies Ltd , Israel Chemicals Ltd , Perrigo Co PLC , Bank Hapoalim B M ,
  • Category: Miscellaneous Region
Sign-up for amdax 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 wforx 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: lsifx - ClearBridge Aggressive Growth IS to wforx - Wells Fargo Advantage DJ Target 2010 R4
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