Funds From: cgpfx - American Funds Growth Portfolio 529F1 to jsmzx - JPMorgan SmartRetirement® 2030 R2


  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for cgpfx investment picks
  • Holdings: Novo Nordisk A/S Class B , Amazon.com Inc , Microsoft Corp , Regeneron Pharmaceuticals Inc , United Continental Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for cnpfx investment picks
  • Holdings: Ftse 100 Idx 03/20/2015 , Swiss Market Index Future Mar15 , CAC 40 Index Future Jan15 , SFE SPI 200 Index Future Mar15 , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for aqgyx investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Verizon Communications Inc , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for hdgbx investment picks
  • Holdings: BlackRock Master Large Cap Core Port ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mdlrx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pogbx investment picks
  • Holdings: Biogen Idec Inc , Amgen Inc , Roche Holding AG ADR , Apple Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for qagix investment picks
  • Holdings: Universal Electronics Inc , Tyler Technologies Inc , Greenbrier Companies Inc , Compass Diversified Holdings , Columbus McKinnon Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for tetax investment picks
  • Holdings: PRA Group Inc , Maximus Inc , United Natural Foods Inc , Team Health Holdings Inc , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for scgix investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
Sign-up for plwix investment picks
  • Holdings: Cray Inc , Graphic Packaging Holding Co , Old Dominion Freight Lines , Papa John's International Inc , Jones Lang LaSalle Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for smerx investment picks
  • Holdings: AbbVie Inc , ExamWorks Group Inc , HCA Holdings Inc , Clovis Oncology Inc , Actavis PLC ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for hhccx investment picks
  • Holdings: Walt Disney Co , Comcast Corp Class A , Philip Morris International Inc , Altria Group Inc , McDonald's Corp ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 2 Stars
Sign-up for rylsx investment picks
  • Holdings: Lannett Co Inc , Take-Two Interactive Software Inc , Taser International Inc , Synergy Resources Corp , Carrizo Oil & Gas Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for rysgx investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for mfrnx investment picks
  • Holdings: Covidien PLC , Knowles Corporation , BancorpSouth Inc. , Hewlett-Packard Co , E W Scripps Co Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for kacix investment picks
  • Holdings: Lord Abbett International Opp I , Lord Abbett Value Opportunities I , Lord Abbett Small Cap Value I , Lord Abbett Developing Growth I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for alfax investment picks
  • Holdings: Lojas Americanas S.A. Pfd Shs , Itau Unibanco Holding S.A. , Cia Bras De Distri Pfd , Bank Bradesco , BMF Bovespa SA Bolsa Valores Merc Fut ,
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
Sign-up for slanx investment picks
  • Holdings: Protective Life Corp , Berkshire Hathaway Inc Class A , Vodafone Group PLC ADR , Jazztel PLC , Kinnevik Investment AB Class A ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gagcx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHancock Emerging Markets NAV , JHFunds2 Active Bond NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jhlax investment picks
  • Holdings: Guggenheim Strategy I , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Trading-Leveraged Equity
Sign-up for rynax investment picks
  • Holdings: Lord Abbett High Yield I , Lord Abbett Intl Dividend Inc I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Mid Cap Stock I , Lord Abbett Convertible I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for blarx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for arcvx 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 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for jsmzx 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: cgpfx - American Funds Growth Portfolio 529F1 to jsmzx - JPMorgan SmartRetirement® 2030 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