Funds From: dfeqx - DFA Short-Term Extended Quality I to rbktx - American Funds 2040 Trgt Date Retire R2


  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for dfeqx investment picks
  • Holdings: Celgene Corp , Microsoft Corp , Allergan Inc , eBay Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for dugax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for mxlmx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , VY BlackRock Inflation Protected Bond I , Voya US Bond Index I , Voya Short Term Bond R6 , Voya Global Bond R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for isnbx investment picks
  • Holdings: Mini Msci Eafe Sep14 Ifus 20140919 , Japan Aviation Electronics Industry Ltd , Ashtead Group PLC , Duerr AG , AerCap Holdings NV ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
Sign-up for mysix investment picks
  • Holdings: American Realty Capital Properties Inc Class A , Micron Technology Inc , Hynix Semiconducto , DST Systems, Inc. , Comcast Corp Class A ,
  • Category: Long/Short Equity
Sign-up for pmhax investment picks
  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , PetSmart Inc , Brookfield Infrastructure Partners LP , PVH Corp , Delta Air Lines Inc ,
  • Category: Long/Short Equity
Sign-up for nlscx investment picks
  • Holdings: SeaWorld Entertainment Inc , Dana Holding Corp , HMS Holdings Corp , Peyto Exploration & Development Corp , First American Financial Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rspfx investment picks
  • Holdings: Canadian Pacific Railway Ltd , Apple Inc , AIA Group Ltd , MarkWest Energy Partners LP , NGK Spark Plug Co., Ltd. ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for janwx investment picks
  • Holdings: Newell Rubbermaid Inc , NASDAQ OMX Group, Inc. , Xerox Corporation , Crown Holdings Inc , Molson Coors Brewing Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
Sign-up for mvcjx investment picks
  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Wells Fargo & Co , JPMorgan Chase & Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jvlcx investment picks
  • Holdings: Cisco Systems Inc , Exxon Mobil Corporation , Chevron Corp , Cigna Corp , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for stvtx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for fdifx investment picks
  • Holdings: Union Pacific Corp , United Parcel Service Inc (UPS) Class B , General Motors Co , FedEx Corp , Norfolk Southern Corp ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
Sign-up for rypix investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Equinix Inc , Skyworks Solutions Inc , Hanesbrands Inc , Endo International PLC ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for nmpax investment picks
  • Holdings: Lazard Ltd , Bristow Group Inc , KKR & Co LP , Royal Caribbean Cruises Ltd , First American Financial Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for araix investment picks
  • Holdings: Swatch Group AG , British American Tobacco PLC , CIE FINANCIERE RICHEMONT SA , Canadian Natural Resources Ltd , Franklin Resources Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for wgrnx 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: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for artox investment picks
  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
Sign-up for arfvx investment picks
  • Holdings: US Treasury Note 4.25% , Serbia Treasury Bond, 10.00% Rsd , Sri Lanka Government Bond, 8.50% Lkr , Romania(Rep Of) 5.75% , Titulos De Tesoreria B, 7.25% Cop ,
  • Category: Currency
Sign-up for eiimx investment picks
  • Holdings: American Century Diversified Bond Inv , American Century Equity Growth Inv , American Century Growth Inv , American Century International Gr Inv , American Century Large Company Val Inv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aomix investment picks
  • Holdings: IHS Inc Class A , Fiserv Inc , Cooper Companies , Pall Corporation , Textron Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for mefzx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for lbnyx investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
Sign-up for fhftx investment picks
  • Holdings: Astellas Pharma Inc , Japan Tobacco Inc , Hoya Corp , East Japan Railway Co , Honda Motor Co Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
Sign-up for fjpnx investment picks
  • Holdings: Multi-Color Corp , BankUnited Inc , Entravision Communications Corp , Berry Plastics Group Inc , Mentor Graphics Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for acscx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for vwlux investment picks
  • Holdings: Apple Inc , Allergan Inc , Kansas City Southern Inc , Canadian Pacific Railway Ltd , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for unacx investment picks
  • Holdings: Hartford Financial Services Group Inc , XL Group PLC , M&T Bank Corp , Cimarex Energy Co , Invesco Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for lavlx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds AMCAP R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for rbktx 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: dfeqx - DFA Short-Term Extended Quality I to rbktx - American Funds 2040 Trgt Date Retire R2
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