Funds From: epspx - MainStay Epoch Global Equity Yield A LW - Morningstar 5 Star Rated Fund to jsaax - JPMorgan SmartRetirement® 2045 A LW - Morningstar 5 Star Rated Fund


  • Holdings: BCE Inc, Vodafone Group PLC, PPL Corp, Swisscom AG, Verizon Communications Inc
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for epspx investment picks
  • Holdings: Exxon Mobil Corporation, Microsoft Corporation, Apple Inc, Johnson & Johnson, Verizon Communications Inc
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for nopax investment picks
  • Holdings: Equity, Bond, Precision Castparts Corp., MasterCard Incorporated Class A, PepsiCo Inc
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for VLAAX investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for fcnrx investment picks
  • Holdings: Equity, Bond, American Funds Washington Mutual R6, American Funds Invmt Co of Amer R6, American Funds AMCAP R6, American Funds Growth Fund of Amer R6, American Funds SMALLCAP World R6
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for rfftx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for GDBSX investment picks
  • Holdings: Equity, Bond
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for fkyrx investment picks
  • Holdings: Equity, Bond, Royal Dutch Shell PLC Class B, Novartis AG, AXA SA, Taiwan Semiconductor Manufacturing, HSBC Holdings PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for rigex investment picks
  • Holdings: Equity, Bond, NewMarket Corporation, Eaton Vance Corporation, CarMax, Inc.
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for HEIFX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for cptix investment picks
  • Holdings: BT Group PLC, Sap AG, William Hill PLC, Experian PLC, Roche Holding AG
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for igrwx investment picks
  • Holdings: Exxon Mobil Corporation, Pfizer Inc, Procter & Gamble Co, Wells Fargo & Co, JPMorgan Chase & Co
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for iedcx investment picks
  • Holdings: Apple Inc, International Business Machines Corp, Google, Inc. Class A, Oracle Corporation, Gilead Sciences Inc
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for ieotx investment picks
  • Holdings: General Electric Co, JPMorgan Chase & Co, Pfizer Inc, Wells Fargo & Co, Johnson & Johnson
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for rsoox investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 5 Stars
Sign-up for eiohx investment picks
  • Holdings: Nestle SA, British American Tobacco PLC, Unilever PLC, Reckitt Benckiser Group PLC, Imperial Tobacco Group PLC
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for MSFLX investment picks
  • Holdings: Equity, Bond
  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for ftorx investment picks
  • Holdings: Equity, Bond, Oppenheimer International Growth Y, Oppenheimer International Small Co Y, Oppenheimer Developing Markets Y, Oppenheimer International Value Y
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for oidyx investment picks
  • Holdings: CSI Properties Ltd., Holloway Lodging Corp, Wing Tai Properties Limited, Soundwill Holdings Ltd., Australand Property Group
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for kirax investment picks
  • Holdings: British American Tobacco PLC, Philip Morris International, Inc., Unilever NV DR, Housing Development Finance Corp Ltd., Nestle SA
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for jviax investment picks
  • Holdings: Walt Disney Co, Linde AG, Nestle SA, Reckitt Benckiser Group PLC, Heineken N.V.
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for mweix investment picks
  • Holdings: Equity, Bond
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for shmmx investment picks
  • Holdings: Equity, Bond
  • Category: Convertibles
  • Morningstar Rating: 5 Stars
Sign-up for anzcx investment picks
  • Holdings: Equity, Bond, Lord Abbett High Yield I, Lord Abbett Short Duration Income I, Lord Abbett Convertible I, Lord Abbett Mid Cap Stock I, Lord Abbett Intl Dividend Inc I
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for isfax investment picks
  • Holdings: Biogen Idec Inc, International Business Machines Corp, Amgen Inc, Lockheed Martin Corporation, Thermo Fisher Scientific Inc
  • Category: Technology
  • Morningstar Rating: 5 Stars
Sign-up for pptix investment picks
  • Holdings: Equity, Bond, Lord Abbett High Yield I, Lord Abbett Short Duration Income I, Lord Abbett Convertible I, Lord Abbett Mid Cap Stock I, Lord Abbett Intl Dividend Inc I
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for isfyx investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for pbdax investment picks
  • Holdings: Tencent Holdings Ltd., China Construction Bank Corp H Shares, Industrial And Commercial Bank Of China Ltd. H Shares, China Life Insurance Co Ltd H Shares, Shenzhou International Group Holdings Ltd.
  • Category: China Region
  • Morningstar Rating: 5 Stars
Sign-up for chnax investment picks
  • Holdings: Equity, Bond, Ru20intr Trs Equity 3ml-67 Fct
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for pckax investment picks
  • Holdings: Equity, Bond, JPMorgan Disciplined Equity R6, JPMorgan Intl Opp R6, JPMorgan International Equity R6, JPMorgan Value Advantage Instl, JPMorgan Intrepid America R5
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for jsaax 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 Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
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 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: epspx - MainStay Epoch Global Equity Yield A LW - Morningstar 5 Star Rated Fund to jsaax - JPMorgan SmartRetirement® 2045 A LW - Morningstar 5 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