Funds From: jmtax - JPMorgan Total Return A Load Waived - Morningstar 4 Star Rated Fund to visvx - Vanguard Small Cap Value Index Inv - Morningstar 4 Star Rated Fund


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jmtax investment picks
  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for ltucx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for iibtx investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Xilinx Cv 2.625% , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for pcgyx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R5 , JPMorgan Intl Opp R6 , JPMorgan International Equity R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for jsmzx investment picks
  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , PIMCO Real Return Admin , Great-West Federated Bond Init , Great-West International Index Init ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for mxlyx investment picks
  • Holdings: Johnson & Johnson , Google Inc Class A , US Treasury TIP 2.5% , Apple Inc , US Treasury Note 1.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for acoax investment picks
  • Holdings: SPDR S&P 500 , Integrys Energy Group Inc , EOG Resources Inc , Lennar Corp , Cameron International Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tvdcx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Capital One Financial Corp , Applied Materials Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for higcx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Bond Market Index Instl , Principal LargeCap Growth I Inst , Principal Overseas Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for ltapx investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Priceline Group Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mbcsx investment picks
  • Holdings: Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co , Cisco Systems Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for mfuyx investment picks
  • Holdings: IHS Inc Class A , Fiserv Inc , CarMax Inc , Pall Corporation , Textron Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for mefzx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for mciix investment picks
  • Holdings: Bayer AG , Nestle SA , Honda Motor Co Ltd , HSBC Holdings PLC , Danone ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mossx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , Chevron Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for vlccx investment picks
  • Holdings: Toyota Motor Corp , Orix Corp , SOFTBANK Corp , Honda Motor Co Ltd , John Keells Holdings PLC ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 4 Stars
Sign-up for mpacx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for vnyax investment picks
  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for gmwax investment picks
  • Holdings: DWS RREEF Global Infrastructure Inst , DWS Floating Rate Inst , DWS Diversified Market Neutral Instl , DWS Enhanced Emerg Mkts Fixed Inc Instl , SPDR Barclays Capital Convertible Secs ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for SELRX investment picks
  • Holdings: Terwin Mtg Tr 2004-13alt CMO 0.34% , Continental Air 1997-4 6.9% , Chase Cap Ii FRN , FNMA CMO , 1m Trs S&P500/Us0001m+34bps ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mwatx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for musbx investment picks
  • Holdings: Apple Inc , Hess Corp , American International Group Inc , Verizon Communications Inc , MetLife Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mrghx investment picks
  • Holdings: Apple Inc , Coca-Cola Co , Google Inc Class C , Google Inc Class A , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for vigrx 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 vitpx investment picks
  • Holdings: Vertex Pharmaceuticals Inc , Delphi Automotive PLC , Western Digital Corp , Mylan Inc , Health Care REIT, Inc. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for VMCIX investment picks
  • Holdings: Google Inc Class A , Google Inc Class C , Visa Inc Class A , Danaher Corp , Thermo Fisher Scientific Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for megrx investment picks
  • Holdings: United Rentals Inc , Endo International PLC , Hanesbrands Inc , Trimble Navigation Ltd , B/E Aerospace Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for vmfgx investment picks
  • Holdings: MFS® Research International R5 , MFS® International Value R5 , MFS® International Growth R5 , MFS® International New Discovery R5 , MFS® Emerging Markets Equity R5 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mdiox investment picks
  • Holdings: Hillshire Brands Co , Foot Locker Inc , Arthur J Gallagher & Co , Gannett Co Inc , Rite Aid Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for visvx 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.

Funds From: jmtax - JPMorgan Total Return A Load Waived - Morningstar 4 Star Rated Fund to visvx - Vanguard Small Cap Value Index Inv - 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