Funds From: jgvax - Perkins Global Value T - Large Value to fienx - Fidelity International Enhanced Index - Large Value


  • Holdings: Johnson & Johnson, PepsiCo Inc, Microsoft Corporation, Vodafone Group PLC, Tesco PLC
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for jgvax investment picks
  • Holdings: Chevron Corp, Pfizer Inc, Citigroup Inc, Johnson & Johnson, JPMorgan Chase & Co
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for cvcfx investment picks
  • Holdings: Citigroup Inc, Bank of America Corporation, AT&T Inc, Comcast Corp Class A, Chevron Corp
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for sabtx investment picks
  • Holdings: CVS Caremark Corp, Campbell Soup Co, Philip Morris International, Inc., Procter & Gamble Co, Amgen Inc
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for savix investment picks
  • Holdings: Exxon Mobil Corporation, Chevron Corp, Royal Dutch Shell PLC ADR Class A, BP PLC ADR, Schlumberger NV
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for VGENX investment picks
  • Holdings: Equity, Bond, Time Warner Inc, Royal Dutch Shell PLC Class A, Johnson & Johnson, ConocoPhillips
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for jnbax investment picks
  • Holdings: Equity, Bond, Merck & Co Inc, General Electric Co, Wells Fargo & Co, Exelon Corp, Duke Energy Corporation
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for FKINX investment picks
  • Holdings: Equity, Bond, Verizon Communications Inc, Intel Corp, E.I. du Pont de Nemours & Company, Halliburton Company
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ddiax investment picks
  • Holdings: Equity, Bond, MFS High Yield Pooled, Simon Property Group Inc, Public Storage, Exxon Mobil Corporation
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for difcx investment picks
  • Holdings: Equity, Bond, BCE Inc, Vodafone Group PLC
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mtinx investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Wells Fargo & Co, Bank of America Corporation
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for abfax investment picks
  • Holdings: Equity, Bond, Lorillard, Inc., Verizon Communications Inc, Reynolds American Inc, AT&T Inc, Pfizer Inc
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fmucx investment picks
  • Holdings: Equity, Bond, American Funds Bond Fund of Amer R6, American Funds American Mutual R6, American Funds Global Balanced R6, American Funds Washington Mutual R6, American Funds Mortgage R6
  • Category: Conservative Allocation
Sign-up for ctoax investment picks
  • Holdings: Pfizer Inc, JPMorgan Chase & Co, Citigroup Inc, XL Group PLC, General Electric Co
  • Category: Large Value
Sign-up for cdeix investment picks
  • Holdings: Cooper Tire & Rubber Company, Walt Disney Co, Marathon Petroleum Corp, Comcast Corp Class A, Eaton Corporation PLC
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for valux investment picks
  • Holdings: Pfizer Inc, Johnson & Johnson, Apple Inc, Exxon Mobil Corporation, General Electric Co
  • Category: Large Value
Sign-up for auiax investment picks
  • Holdings: JPMorgan Chase & Co, Boeing Co, UnitedHealth Group Inc, Liberty Interactive Corp Class A, Berkshire Hathaway Inc Class B
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cbbdx investment picks
  • Holdings: JPMorgan Chase & Co, AstraZeneca PLC ADR, Wells Fargo & Co, Intel Corp, ConocoPhillips
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for nfjex investment picks
  • Holdings: Exxon Mobil Corporation, General Electric Co, Chevron Corp, Pfizer Inc, JPMorgan Chase & Co
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for alvix investment picks
  • Holdings: Pfizer Inc, JPMorgan Chase & Co, Citigroup Inc, XL Group PLC, ACE Ltd
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for adecx investment picks
  • Holdings: Unum Group, Bank of America Corporation, JPMorgan Chase & Co, Citigroup Inc, Wells Fargo & Co
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for slvax investment picks
  • Holdings: Microsoft Corporation, JPMorgan Chase & Co, MetLife Inc, ConocoPhillips, Chevron Corp
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for tlvux investment picks
  • Holdings: Intel Corp, Occidental Petroleum Corporation, Halliburton Company, E.I. du Pont de Nemours & Company, Verizon Communications Inc
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ddvax investment picks
  • Holdings: Intel Corp, Occidental Petroleum Corporation, Halliburton Company, E.I. du Pont de Nemours & Company, Verizon Communications Inc
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for ddvcx investment picks
  • Holdings: Prudential Financial Inc, United Technologies Corp, Boston Scientific, Inc., Baxter International Inc., ConAgra Foods, Inc.
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dhtax investment picks
  • Holdings: Nomura Holdings, Inc. ADR, Komatsu Ltd. ADR, Sumitomo Mitsui Financial Group Inc ADR, AstraZeneca PLC ADR, Banco Bilbao Vizcaya Argentaria SA ADR
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dnvcx investment picks
  • Holdings: Nomura Holdings, Inc. ADR, Komatsu Ltd. ADR, Sumitomo Mitsui Financial Group Inc ADR, AstraZeneca PLC ADR, Banco Bilbao Vizcaya Argentaria SA ADR
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dnvsx investment picks
  • Holdings: Hewlett-Packard Co, JPMorgan Chase & Co, ConocoPhillips, Wells Fargo & Co, Valero Energy Corporation
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for qcacx investment picks
  • Holdings: Duke Energy Corporation, American Electric Power Co Inc, PG&E Corp, FirstEnergy Corp, Sempra Energy
  • Category: Utilities
  • Morningstar Rating: 2 Stars
Sign-up for fugcx investment picks
  • Holdings: Nestle SA, Roche Holding AG, Novartis AG, Vodafone Group PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fienx 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: jgvax - Perkins Global Value T - Large Value to fienx - Fidelity International Enhanced Index - Large Value
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