Funds From: jobyx - JPMorgan SmartRetirement Blend 2040 R6 - Large Blend to TAIFX - American Funds TxAdvtg Inc F1 - Large Blend


  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2036-2040
Sign-up for jobyx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Core US Aggregate Bond ,
  • Category: Target Date 2031-2035
Sign-up for jpsrx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2036-2040
Sign-up for jobbx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2041-2045
Sign-up for jmyax investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2036-2040
Sign-up for jobex investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2041-2045
Sign-up for jmbrx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2046-2050
Sign-up for jnyax investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2041-2045
Sign-up for jmssx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2046-2050
Sign-up for jnabx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2051+
Sign-up for jtybx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2046-2050
Sign-up for jneax investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2051+
Sign-up for jtbbx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2051+
Sign-up for jptbx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Retirement Income
Sign-up for jiybx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Retirement Income
Sign-up for jibbx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Retirement Income
Sign-up for jijsx investment picks
  • Holdings: Nuveen Long/Short Commodity TR Fund , Liberty All-Star Equity Common , First Opportunity Fund Inc. Common , LeggMason BW Global Inc Opps Common , Neuberger Berman Real Est Sec Common ,
  • Category: Tactical Allocation
Sign-up for mdcex investment picks
  • Holdings: Columbia Mortgage Opportunities I , Columbia Commodity Strategy I , Apple Inc , Microsoft Corp , Royal Dutch Shell PLC Class B ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for csdrx investment picks
  • Holdings: Columbia Mortgage Opportunities I , Columbia Commodity Strategy I , Apple Inc , Microsoft Corp , Royal Dutch Shell PLC Class B ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clnrx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2046-2050
Sign-up for JNYAX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares Russell Mid-Cap ,
  • Category: Target Date 2026-2030
Sign-up for JRBBX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2041-2045
Sign-up for JMYAX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Target Date 2016-2020
Sign-up for JSSRX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Core US Aggregate Bond ,
  • Category: Target Date 2031-2035
Sign-up for JPSRX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Target Date 2016-2020
Sign-up for JSYRX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Target Date 2011-2015
Sign-up for JSBEX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2036-2040
Sign-up for JOBBX investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for JRISX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2041-2045
Sign-up for JMSSX investment picks
  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
Sign-up for TAIFX investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

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: jobyx - JPMorgan SmartRetirement Blend 2040 R6 - Large Blend to TAIFX - American Funds TxAdvtg Inc F1 - Large Blend
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