Premium Funds From: swcrx - Schwab Target 2020 to tedix - Franklin Mutual Global Discovery A


  • 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: Pfizer Inc , JPMorgan Chase & Co , Merck & Co Inc , Wells Fargo & Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for swdsx 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 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: Pfizer Inc , Johnson & Johnson , Gilead Sciences Inc , Amgen Inc , Merck & Co Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for swhfx 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: Mini Msci Eafe Mar15 Ifus 20150320 , Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for swisx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for swlbx 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: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S+p500 Emini Fut Mar15 Xcme 20150320 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for swppx investment picks
  • Holdings: Russell 2000 Mini Mar15 Imeq 20150320 , Isis Pharmaceuticals , RF Micro Devices Inc , Triquint Semiconductor , Brunswick Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for swssx investment picks
  • Holdings: Apple Inc , S+p500 Emini Fut Mar15 Xcme 20150320 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for swtsx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for sxfix investment picks
  • Holdings: Apple Inc , S+p500 Emini Fut Mar15 Xcme 20150320 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sxpbx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Bristol-Myers Squibb Company , Lowe's Companies Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for tadax investment picks
  • Holdings: United Mexican States 7.25% , Samsung Electronics Co Ltd , Sri Lanka Rep 6.25% , LIC Housing Finance Ltd , Foot Locker Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tagbx investment picks
  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Conservative Allocation
Sign-up for taiax investment picks
  • Holdings: Energy Transfer Partners LP , Telstra Corp Ltd , Starwood Property Trust, Inc. , Blackstone Mortgage Trust Inc Class A , BAE Systems PLC ,
  • Category: World Stock
Sign-up for taigx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for tanax investment picks
  • Holdings: Weyerhaeuser Co , Cheung Kong Holdings Ltd , Forest City Enterprises Inc Class A , Songbird Estates PLC , First Industrial Realty Trust Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for tarex investment picks
  • Holdings: Covanta Holding Corp , Bank of New York Mellon Corp , Cavco Industries Inc , Total SA , Apache Corporation ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for tavfx investment picks
  • Holdings: Standard Chartered PLC , Novartis AG , Roche Holding AG Dividend Right Cert. , Safran SA , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for tbgvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for tbiix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for tbirx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tcepx investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Ameriprise Financial Inc , Celgene Corp , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tcgyx investment picks
  • Holdings: Energy Transfer Partners LP , Telstra Corp Ltd , Starwood Property Trust, Inc. , Blackstone Mortgage Trust Inc Class A , BAE Systems PLC ,
  • Category: World Stock
Sign-up for tcigx 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
  • Holdings: Hawaiian Holdings Inc , Atlas Air Worldwide Holdings Inc , Tesoro Corp , Goodyear Tire & Rubber Co , Flextronics International Ltd ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for tdvfx investment picks
  • Holdings: Merck & Co Inc , Teva Pharmaceutical Industries Ltd ADR , Medtronic Inc , Microsoft Corp , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for tedix 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: swcrx - Schwab Target 2020 to tedix - Franklin Mutual Global Discovery A
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