Funds From: GLRBX - James Balanced: Golden Rainbow R - Mid Value to AIEBX - Invesco International Growth B - Large Growth


  • Holdings: US Treasury Bond 3.75% , US Treasury Note 2.75% , US Treasury Note 1.5% , US Treasury Bond 3.875% , US Treasury Note 1.625% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for GLRBX investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for JHMAX investment picks
  • Holdings: British American Tobacco PLC , Procter & Gamble Co , UGI Corp , PepsiCo Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for KTRIX investment picks
  • Holdings: Kongsberg Gruppen ASA , Teleperformance , Interserve PLC , Dufry AG , Ubisoft Entertainment ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
Sign-up for NARCX investment picks
  • Holdings: Netflix Inc , Domino's Pizza Inc , Lions Gate Entertainment Corp , Aa , Myriad Genetics Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for SMCWX investment picks
  • Holdings: Itau Unibanco Holding S.A. , America Movil SAB de CV ADR , Ambev SA ADR , Petroleo Brasileiro SA Petrobras , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 2 Stars
Sign-up for FLATX investment picks
  • Holdings: Apple Inc , Biogen Idec Inc , Google Inc Class A , Facebook Inc Class A , Priceline Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for MEGAX investment picks
  • Holdings: American International Group Inc , MetLife Inc , Citigroup Inc , Wells Fargo & Co , Bristol-Myers Squibb Company ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for VWNDX investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for CIGAX investment picks
  • Holdings: Umicore , Dominion Diamond Corp , Johnson Matthey PLC , Nevsun Resources Ltd , BHP Billiton PLC ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for VGPMX investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for AMECX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for ALTHX investment picks
  • Holdings: Vanguard Windsorâ„¢ II Inv , Vanguard Long-Term Investment-Grade Inv , Vanguard GNMA Inv , Vanguard Short-Term Investment-Grade Inv , Vanguard International Growth Inv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for VGSTX investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC ADR Class A , Schlumberger NV , Pioneer Natural Resources Co ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for VGENX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for SPIBX investment picks
  • Holdings: NuVasive Inc , Merit Medical Systems Inc , Hospira Inc , Edwards Lifesciences Corp , Aryzta AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for MBGCX investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Total SA , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for NAWGX investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , Google Inc Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for AGTHX investment picks
  • Holdings: Nektar Therapeutics Inc , MorphoSys AG , Cepheid , Nokia Oyj , Yahoo! Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for OGICX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for MBHQX investment picks
  • Holdings: Credit Suisse Group , BNP Paribas , Honda Motor Co Ltd , Toyota Motor Corp , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for OAKIX investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Coca-Cola Co , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for VIGRX investment picks
  • Holdings: CVS Health Corp , Tronox Worldwide 6.375% , Covidien PLC , FEI Co , Becton Dickinson & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for EKBBX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for NTHEX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for PYSBX investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for PRRDX investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for PRXCX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for MFINX investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for RPSIX investment picks
  • Holdings: Reed Elsevier PLC , British Sky Broadcasting Group PLC , Teva Pharmaceutical Industries Ltd ADR , British American Tobacco PLC , Suncor Energy Inc ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for AIEBX investment picks
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: GLRBX - James Balanced: Golden Rainbow R - Mid Value to AIEBX - Invesco International Growth B - Large Growth
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