Funds From: tgpnx - TCW Conservative Allocation N to atimx - AQR Tax-Managed Intl Momentum L


  • Holdings: TCW Total Return Bond I , TCW Select Equities I , Metropolitan West Total Return Bond I , TCW Relative Value Large Cap I , TCW Relative Value Mid Cap I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tgpnx investment picks
  • Holdings: BlackRock Russell 1000® Index K , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares Cohen & Steers REIT ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for lijix investment picks
  • Holdings: SBA Communications Corp , IHS Inc Class A , Constellation Brands Inc Class A , Netflix Inc , Affiliated Managers Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for vamgx investment picks
  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya US Bond Index I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for isetx investment picks
  • Holdings: Newell Rubbermaid Inc , Crown Holdings Inc , NASDAQ OMX Group, Inc. , Xerox Corporation , Molson Coors Brewing Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for mvcgx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , EOG Resources Inc , Halliburton Co ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for fanix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for hcgax 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: 2 Stars
Sign-up for arwox investment picks
  • Holdings: Eaton Corp PLC , Aetna Inc , Microsoft Corp , Activision Blizzard Inc , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for valex investment picks
  • Holdings: iShares Russell 2000 , Energy XXI (Bermuda) Ltd , Healthsouth Corp , H.B. Fuller Company , Brady Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for ivpsx investment picks
  • Holdings: NXP Semiconductors NV , TE Connectivity Ltd , Spirit Airlines Inc , Foot Locker Inc , Jazz Pharmaceuticals PLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for ifdmx investment picks
  • Holdings: Cayman Commodity Index Fund ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for cmcyx investment picks
  • Holdings: Simon Property Group Inc , Scentre Group , Unibail-Rodamco SE , SL Green Realty Corp , Stockland Corp Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for arrrx investment picks
  • Holdings: Walt Disney Co , EMC Corp , JPMorgan Chase & Co , Schlumberger NV , Oracle Corporation ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for ewenx investment picks
  • Holdings: American International Group Inc , Teva Pharmaceutical Industries Ltd ADR , Bunge Ltd , KB Financial Group Inc ADR , MS&AD Insurance Group Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for nwgrx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Biogen Idec Inc , Baidu Inc ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for obaix investment picks
  • Holdings: SSgA Government Money Market Fund , Utilities Select Sector SPDR® ETF , Unilever PLC ADR , iShares Russell 1000 Value , Royal Dutch Shell PLC ADR Class B ,
  • Category: Market Neutral
Sign-up for acvqx investment picks
  • Holdings: Hillshire Brands Co , Protective Life Corp , Safeway Inc , Micros Systems Inc , Myers Industries Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for emacx investment picks
  • Holdings: Foster Wheeler AG , Applied Materials Inc , M&T Bank Corp , UNS Energy Corp , Tokyo Electron Ltd ADR ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
Sign-up for tmgyx investment picks
  • Holdings: Guggenheim Strategy III , Guggenheim Strategy I , Guggenheim Strategy Ii , Msswap , Hsi Asset Sec Tr 2007-Wf1 FRN ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for giuix investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Fin Fut Euro$ Cme 12/14/15 , Eraemlt Trs Equity 1ml+85 Gst , Eraemlt Trs Equity 1ml+85 *Bullet* Boa , Eraemlt Trs Equity 1ml+89.9 *Bullet* Boa ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for pefix investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Boston Properties Inc , Prologis Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for greix investment picks
  • Holdings: Grand Canyon Education Inc , MarketAxess Holdings Inc , FEI Co , Group 1 Automotive Inc , Cognex Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gwesx investment picks
  • Holdings: iShares MSCI EAFE , Daimler AG , AstraZeneca PLC , Total SA , Banco Santander SA ,
  • Category: Foreign Large Growth
Sign-up for atimx 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: tgpnx - TCW Conservative Allocation N to atimx - AQR Tax-Managed Intl Momentum L
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