Funds From: jvltx - JHancock Disciplined Value I2 - Morningstar 4 Star Rated Fund to psilx - T. Rowe Price Spectrum International - Morningstar 4 Star Rated Fund


  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jvltx investment picks
  • Holdings: Guggenheim Strategy II , Guggenheim Strategy I , Cdx Hy22 5% 6/20/2019 , iShares iBoxx $ High Yield Corporate Bd , Russell 2000 INDEX Mini TIC ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for rydsx investment picks
  • Holdings: Wells Fargo & Co , Pfizer Inc , PepsiCo Inc , Occidental Petroleum Corp , Archer-Daniels Midland Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for swanx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for pyhpx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , AIA Group Ltd , China Construction Bank Corp H Shares , Hutchison Whampoa Ltd ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for jcoix investment picks
  • Holdings: S&P 500 Index Future Sept14 , EDP - Energias de Portugal SA , Johnson & Johnson , Clorox Co , Canadian Tire Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for svtax investment picks
  • Holdings: Great-West Templeton Global Bond Init , Great-West Loomis Sayles Bond Init , Great-West MFS International Value Init , Great-West US Gov Mortg Sec Init , Great-West Goldman Sachs MidCap Val Init ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mxhpx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , HSBC Hldgs (UK) (2nd) , Allianz SE , Australia and New Zealand Banking Group Ltd , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for covix investment picks
  • Holdings: Nestle SA , British American Tobacco PLC , GlaxoSmithKline PLC , Unilever NV DR , Roche Holding AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for goigx investment picks
  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cbfcx investment picks
  • Holdings: Applied Materials Inc , Verizon Communications Inc , Citigroup Inc , Freeport-McMoRan Inc , Anadarko Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for clvix investment picks
  • Holdings: Novo Nordisk A/S ADR , ASML Holding NV ADR , Shire PLC ADR , Novartis AG ADR , Wolters Kluwer NV ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ssifx investment picks
  • Holdings: Hanesbrands Inc , Swift Transportation Co , United Continental Holdings Inc , Lincoln National Corp , Telephone and Data Systems, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for ssvix investment picks
  • Holdings: Questcor Pharmaceuticals Inc , Centene Corp , LaSalle Hotel Properties , Teledyne Technologies Inc , Toro Co ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for csiix investment picks
  • Holdings: Samsung Electronics Co Ltd GDR , Hana Financial Group Inc , Total SA , Tesco PLC , BNP Paribas ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jivix investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for padex investment picks
  • Holdings: Apple Inc , S+p500 Emini Fut Sep14 Xcme 20140919 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for stbix investment picks
  • Holdings: Google Inc Class C , Gilead Sciences Inc , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for vhibx investment picks
  • Holdings: Genuine Parts Co , Mattel Inc , Caterpillar Inc , Bank of Montreal , Westpac Banking Corp ADR ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for sgisx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for wapax investment picks
  • Holdings: Total SA , HSBC Holdings PLC , BP PLC , Novartis AG , Roche Holding AG ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for jfeix investment picks
  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for cocrx investment picks
  • Holdings: ConocoPhillips , Intel Corp , Eli Lilly and Co , Royal Dutch Shell PLC ADR Class B , 3M Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for chdex investment picks
  • Holdings: Brookfield Asset Management Inc Class A , Capital One Financial Corp , Markel Corporation , CarMax Inc , American Tower Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for davpx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for mfbhx investment picks
  • Holdings: Illumina Inc , Affiliated Managers Group Inc , Alliance Data Systems Corp , Acuity Brands Inc , Michael Kors Holdings Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for osgix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , American Airlines Group Inc , S+p500 Emini Fut Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for wtfrx investment picks
  • Holdings: Baidu Inc ADR , Samsung Electronics Co Ltd , Reliance Industries Ltd , Petroleo Brasileiro SA Petrobras ADR , SK Telecom Co Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for demax investment picks
  • Holdings: Waste Connections Inc , Jarden Corp , Associated Banc-Corp , Idexx Laboratories , Taminco Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for jserx investment picks
  • Holdings: T. Rowe Price Intl Gr & Inc , T. Rowe Price International Stock Fd , T. Rowe Price European Stock , T. Rowe Price New Asia , T. Rowe Price Japan ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for psilx 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: jvltx - JHancock Disciplined Value I2 - Morningstar 4 Star Rated Fund to psilx - T. Rowe Price Spectrum International - 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