Funds From: jlpzx - JPMorgan US Large Cap Core Plus R2 - Morningstar 4 Star Rated Fund to bicax - Sterling Capital Total Return Bond A LW - Morningstar 4 Star Rated Fund


  • Holdings: Johnson & Johnson , Apple Inc , Wells Fargo & Co , Occidental Petroleum Corp , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jlpzx investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity IS , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for scctx investment picks
  • Holdings: Cigna Corp , Sempra Energy , FirstEnergy Corp , Gap Inc , Principal Financial Group ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for tpmix investment picks
  • Holdings: Glacier Bancorp Inc , BancorpSouth Inc. , CST Brands Inc , Stag Industrial Inc , FBL Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for ksdix investment picks
  • Holdings: Dryden Core Invt , NYSE/Liffe 2 Year US Treasury Note Future Mar15 , Apple Inc , 5 Year US Treasury Note Future Mar15 , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for palrx investment picks
  • Holdings: Samsung Electronics Co Ltd , Baidu Inc ADR , Reliance Industries Ltd , SK Telecom Co Ltd ADR , Sohu.com Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for demix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Bank of America Corporation , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for trgix investment picks
  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert Small Cap I , Calvert International Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cclax investment picks
  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Wells Fargo & Co , General Electric Co , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for trcvx investment picks
  • Holdings: Cardinal Health Inc , Sempra Energy , Ameriprise Financial Inc , DISH Network Corp , Vornado Realty Trust ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for trvrx investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Teva Pharmaceutical Industries Ltd ADR , Bayer AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for lziex investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jqlmx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for mfiax investment picks
  • Holdings: DineEquity Inc , Heartland Payment Systems Inc , j2 Global Inc , MSCI Inc , Sally Beauty Holdings Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dfdix investment picks
  • Holdings: Quintiles Transnational Holdings Inc , Blackhawk Network Holdings Inc Class A , Extra Space Storage Inc , PacWest Bancorp , United Bankshares Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for lzscx investment picks
  • Holdings: Apple Inc , Target Corp , PG&E Corp , Verizon Communications Inc , Schlumberger NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fbfzx investment picks
  • Holdings: Cisco Systems Inc , Facebook Inc Class A , Visa Inc Class A , Oracle Corporation , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for lsgrx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for oibyx investment picks
  • Holdings: Dollar Tree Stores Inc , Cintas Corp , NewMarket Corp , CarMax Inc , Energizer Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for tmpix investment picks
  • Holdings: Visa Inc Class A , Amazon.com Inc , Regeneron Pharmaceuticals Inc , Baidu Inc ADR , Chipotle Mexican Grill Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cfsix investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Procter & Gamble Co , Johnson & Johnson , E-mini S&P 500 Index Future Mar15 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fasdx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for mepyx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , JPMorgan Chase & Co , US Treasury Note 0.5% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ittrx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for psrax investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Limited Maturity R5 , MFS® Research R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for macfx investment picks
  • Holdings: JPMorgan High Yield R6 , JPMorgan Intrepid International Inst , JPMorgan Realty Income Instl , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Markets Debt R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jdvsx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oicax investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for lauyx investment picks
  • Holdings: Novartis AG , Teva Pharmaceutical Industries Ltd ADR , Bayer AG , Anheuser-Busch Inbev SA , KDDI Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for minax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for bicax 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: jlpzx - JPMorgan US Large Cap Core Plus R2 - Morningstar 4 Star Rated Fund to bicax - Sterling Capital Total Return Bond A LW - 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