Funds From: cnpxx - City National Rochdale Prime MMkt N to prrpx - Putnam RetirementReady 2025 Y


  • Holdings: Johnson & Johnson , Wells Fargo & Co , Apple Inc , Pfizer Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gctax investment picks
  • Holdings: Putnam Absolute Return 700 Y , Cdx Cdx.Em.21 500.0 06/20/2019 Bc , iShares MSCI EAFE , Buenos Aires Prov Euro Mtn Be 11.75% , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for pmiox investment picks
  • Holdings: Northern Trust Corp , Intuitive Surgical Inc , Electronic Arts Inc , Fastenal Co , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for us69447t8624 investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for jrisx investment picks
  • Holdings: Apple Inc , Walt Disney Co , Wells Fargo & Co , General Electric Co , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pleix investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares Russell Mid-Cap ,
  • Category: Target Date 2021-2025
Sign-up for jbysx investment picks
  • Holdings: Electronics for Imaging Inc , Cantel Medical Corp , Syntel Inc , NetScout Systems Inc , LTC Properties Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for plwax investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 , MFS® Government Securities R5 ,
  • Category: Target Date 2021-2025
Sign-up for lttcx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Hyundai Motor Co , Bank Bradesco ADR , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for TLEIX investment picks
  • Holdings: iShares Russell 2000 , Graphic Packaging Holding Co , Clean Harbors Inc , WEX Inc , Robert Half International Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for gismx investment picks
  • Holdings: Akorn Inc , Team Health Holdings Inc , Exact Sciences Corp , DexCom Inc , Euronet Worldwide Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for mmscx investment picks
  • Holdings: DWS RREEF Global Infrastructure Inst , DWS Floating Rate Inst , DWS Enhanced Emerg Mkts Fixed Inc Instl , SPDR Barclays Capital Convertible Secs , DWS Diversified Market Neutral Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for SELRX investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Israel Chemicals Ltd , Check Point Software Technologies Ltd , Perrigo Co PLC , Amdocs Ltd ,
  • Category: Miscellaneous Region
Sign-up for amdax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pcfpx investment picks
  • Holdings: Liberty Mut Grp 144A FRN , Mcdermott Intl 144A 8% , Ares Capital Corporation , Kemper Corp Del Pfd , Apollo Global Management LLC Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for NWQCX investment picks
  • Holdings: Zillow Inc , Shire PLC ADR , Akorn Inc , Zebra Technologies Corp , Palo Alto Networks Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for afggx investment picks
  • Holdings: Putnam Absolute Return 700 Y , Cdx Cdx.Em.21 500.0 06/20/2019 Bc , iShares MSCI EAFE , Buenos Aires Prov Euro Mtn Be 11.75% , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for piiyx investment picks
  • Holdings: iShares MSCI EAFE , Wesfarmers Ltd , Telstra Corp Ltd , Woolworths Ltd , AstraZeneca PLC ,
  • Category: Foreign Large Blend
Sign-up for ANDNX investment picks
  • Holdings: US Treasury Bond 3.125% , Guggenheim Strategy I , Us Ultra Bond(Cbt) Dec14 ,
  • Category: Trading-Inverse Debt
Sign-up for ryaqx investment picks
  • Holdings: Mutualhedge Fund Limited Cfc , Vanguard Short-Term Corporate Bond ETF , iShares 1-3 Year Credit Bond , Vanguard Short-Term Bond ETF , iShares Core US Aggregate Bond ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
Sign-up for mhfax investment picks
  • Holdings: iShares Russell 2000 , Carrizo Oil & Gas Inc , First Interstate Bancsystem , Puma Biotechnology Inc , Synaptics Inc ,
  • Category: Small Growth
Sign-up for ATSNX investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Bank Of China Ltd. H Shares , Itau Unibanco Holding S.A. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for priax investment picks
  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for prrpx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Funds From: cnpxx - City National Rochdale Prime MMkt N to prrpx - Putnam RetirementReady 2025 Y
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