Funds From: myctx - Mainstay US Equity Opportunities A - Morningstar 4 Star Rated Fund to sgenx - First Eagle Global A - Morningstar 4 Star Rated Fund


  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for myctx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHancock Strategic Income Opps NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for jleox investment picks
  • Holdings: American Funds Income Fund of Amer R6 , American Funds Capital Income Bldr R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for rbjtx investment picks
  • Holdings: Altria Group Inc , Apple Inc , Pfizer Inc , Merck & Co Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dqiax investment picks
  • Holdings: FNMA 4% TBA , Apple Inc , JPMorgan Chase & Co , Pfizer Inc , CVS Health Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paebx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
Sign-up for orcax investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for aaetx investment picks
  • Holdings: AmerisourceBergen Corp , Amphenol Corp Class A , Walt Disney Co , SanDisk Corp , Norfolk Southern Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mnrmx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for opncx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Oracle Corporation , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for deigx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for iibax investment picks
  • Holdings: Potash Corp of Saskatchewan Inc , Exxon Mobil Corporation , CF Industries Holdings Inc , Archer-Daniels Midland Co , Vulcan Materials Co ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
Sign-up for dnlax investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC ADR Class A , Pioneer Natural Resources Co , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for vgelx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for oniax investment picks
  • Holdings: BlackRock Master Total Return Portfolio , BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock Inflation Prted Bd BlackRock , BlackRock EuroFund Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for bipdx investment picks
  • Holdings: Apple Inc , PepsiCo Inc , Facebook Inc Class A , Visa Inc Class A , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for dwoix investment picks
  • Holdings: American Airlines Group Inc , Liberty Global PLC Class C , Illumina Inc , United Continental Holdings Inc , LinkedIn Corp Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for vexmx investment picks
  • Holdings: Amazon.com Inc , Priceline Group Inc , Gilead Sciences Inc , McKesson Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mbcgx investment picks
  • Holdings: Apple Inc , Coca-Cola Co , Facebook Inc Class A , Gilead Sciences Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for vigax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for chbrx investment picks
  • Holdings: Intel Corp , Wells Fargo & Co , Apple Inc , General Motors Co , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mfvax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vitnx investment picks
  • Holdings: Health Care REIT, Inc. , United Continental Holdings Inc , AvalonBay Communities Inc , Sherwin-Williams Co , Chipotle Mexican Grill Inc Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for VMCIX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for habdx investment picks
  • Holdings: Fidelity Cent Invt Portfolios , US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , US Treasury Note 1% , US Treasury Note 0.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ffanx investment picks
  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for rrtnx investment picks
  • Holdings: Bayer AG , Nestle SA , Honda Motor Co Ltd , WPP PLC , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mosax investment picks
  • Holdings: EPR Properties , Maximus Inc , Toro Co , Casey's General Stores Inc , West Pharmaceutical Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for vsmsx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for paiix investment picks
  • Holdings: Gold Commodity In Ounces , Microsoft Corp , Oracle Corporation , Intel Corp , Comcast Corp Class A ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sgenx 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: myctx - Mainstay US Equity Opportunities A - Morningstar 4 Star Rated Fund to sgenx - First Eagle Global A - Morningstar 4 Star Rated Fund
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 |  Most Recent