Premium Funds From: swerx - Schwab Target 2040 to tcrex - TIAA-CREF Real Estate Sec Retail


  • Holdings: Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Laudus International MarketMasters Sel , Schwab Small-Cap Equity ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
Sign-up for swerx investment picks
  • Holdings: Schwab Core Equity , Schwab Total Bond Market , Laudus US Large Cap Growth , Schwab Intermediate-Term Bond , Laudus Small-Cap MarketMasters Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for swobx investment picks
  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for swegx investment picks
  • Holdings: Schwab S&P 500 Index , Schwab Small Cap Index , Schwab International Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for swhgx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Short-Term Bond Market ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for swcrx investment picks
  • Holdings: Seiko Epson Corp , Ashtead Group PLC , Icon PLC , Ams AG , Seek Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 5 Stars
Sign-up for obiox investment picks
  • Holdings: Select Income REIT , Gaming and Leisure Properties, Inc. , Klépierre , Ellington Financial LLC , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for jarix investment picks
  • Holdings: Select Income REIT , Gaming and Leisure Properties, Inc. , Klépierre , Ellington Financial LLC , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for jarex investment picks
  • Holdings: Sempra Energy , Edison International , PPL Corp , NiSource Inc , Berkshire Hathaway Inc Class B ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fdvlx investment picks
  • Holdings: Sensata Technologies Holding N.V. , Verisk Analytics Inc , Crown Castle International Corp , Celgene Corp , TE Connectivity Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for jaenx investment picks
  • Holdings: Sensata Technologies Holding N.V. , Verisk Analytics Inc , Crown Castle International Corp , Celgene Corp , TE Connectivity Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for janex investment picks
  • Holdings: Sherwin-Williams Co , Concho Resources Inc , SBA Communications Corp , Electronic Arts Inc , Ametek Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for clspx investment picks
  • Holdings: Sherwin-Williams Co , Concho Resources Inc , SBA Communications Corp , Electronic Arts Inc , Ametek Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cbsax investment picks
  • Holdings: Siderwinder Drilling 144A 9.75% , Hertz 7.5% , Paperworks Inds 144A 9.5% , Tempel Steel Company 144A 12% , Structured Asset Inv 2005-10 FRN ,
  • Category: Multialternative
Sign-up for sanix investment picks
  • Holdings: Siderwinder Drilling 144A 9.75% , Hertz 7.5% , Paperworks Inds 144A 9.5% , Tempel Steel Company 144A 12% , Structured Asset Inv 2005-10 FRN ,
  • Category: Multialternative
Sign-up for sanax investment picks
  • Holdings: Sigma-Aldrich Corp , Johnson & Johnson , Exxon Mobil Corporation , Walt Disney Co , Archer-Daniels Midland Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for stfgx investment picks
  • Holdings: Silicon Motion Technology Corp ADR , Apple Inc , Himax Technologies Inc ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , Plug Power Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for upupx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for iarax investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for iarix investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for iarrx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Essex Property Trust Inc , General Growth Properties Inc , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for trrex investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , HCP Inc , Essex Property Trust Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for fredx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Health Care REIT, Inc. , Vornado Realty Trust , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for csrsx investment picks
  • Holdings: Simon Property Group Inc , General Growth Properties Inc , Mitsubishi Estate Co Ltd , Prologis Inc , Macerich Co ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for trgrx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Mitsubishi Estate Co Ltd , Vornado Realty Trust ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for fgrrx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , General Growth Properties Inc , HCP Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for rrrax investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , General Growth Properties Inc , HCP Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for rrrsx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , General Growth Properties Inc , HCP Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for jirex investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Boston Properties Inc , AvalonBay Communities Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for tirex investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Boston Properties Inc , AvalonBay Communities Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for tcrex 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.

Premium Funds From: swerx - Schwab Target 2040 to tcrex - TIAA-CREF Real Estate Sec Retail
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol |  Title 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 |  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