Funds From: rcktx - American Funds 2040 Trgt Date Retire R3 to senax - Wells Fargo Advantage Enterprise A


  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for rcktx investment picks
  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Delta Air Lines Inc , Microsoft Corp , Home Depot Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rnpcx investment picks
  • Holdings: Avis Budget Group Inc , CNO Financial Group Inc , Esterline Technologies , GATX Corp , LifePoint Hospitals Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dfsvx investment picks
  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , MSCI EAFE Index Future Sept14 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fsivx investment picks
  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mxshx investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pemgx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Morgan Stanley , Viacom Inc Class B , Applied Materials Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for acgqx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , BP PLC , Johnson & Johnson , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for csvax investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West Bond Index Init , Great-West Federated Bond Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for mxdlx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Mitsubishi Estate , Vornado Realty Trust ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for fgrrx investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Apple Inc , Pfizer Inc , Hewlett-Packard Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jpscx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan High Yield R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for jnsax investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pmbmx investment picks
  • Holdings: Bonanza Creek Energy Inc , Concho Resources Inc , Atlas Energy LP , Halliburton Co , Flotek Industries Inc ,
  • Category: Equity Energy
Sign-up for benfx investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for rbjtx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for afrcx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , S+p500 Emini Fut Jun14 Xcme 20140620 , Citigroup Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for aadex investment picks
  • Holdings: Amazon.com Inc , Facebook Inc Class A , Google Inc Class A , Priceline Group Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for megpx investment picks
  • Holdings: BlackRock Bond Index Investor A , BlackRock Russell 1000® Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares TIPS Bond , BlackRock Small Cap Index A ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for liqax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , American Airlines Group Inc , S+p500 Emini Fut Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for wfvrx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tispx investment picks
  • Holdings: SPDR Barclays High Yield Bond , iShares iBoxx $ High Yield Corporate Bd , SPDR BarCap ST High Yield Bond ETF , Vanguard European Stock Index ETF , Vanguard Total Bond Market ETF ,
  • Category: Conservative Allocation
Sign-up for igtix investment picks
  • Holdings: 1347 Ppty Ins Hldgs , Hennessy Advisors Inc , Century Casinos Inc , United Insurance Holdings Corp , USA Technologies Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for preox investment picks
  • Holdings: Gilead Sciences Inc , Celgene Corp , Aetna Inc , Johnson & Johnson , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for jfncx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Series Equity-Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series High Income F ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for ffkdx investment picks
  • Holdings: eBay Inc , Microsoft Corp , Oracle Corporation , Target Corp , Directv ,
  • Category: World Stock
Sign-up for fmgex investment picks
  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , 1258769rr Trs Usd R E Ndueefg Index , 1258769rr Trs Usd P V 03mlibor Ndueefg Index-20bps , Euro-Bund Future Jun14 Xeur 20140606 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbaax investment picks
  • Holdings: SBA Communications Corp , Constellation Brands Inc Class A , IHS Inc Class A , Netflix Inc , Intercontinental Exchange Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for senax 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: rcktx - American Funds 2040 Trgt Date Retire R3 to senax - Wells Fargo Advantage Enterprise A
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