Funds From: jiecx - JPMorgan International Eq C - Foreign Large Blend to amaax - AllianceBern Municipal Inc Massachuset A - Muni Massachusetts


  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , BG Group PLC , Nestle SA , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jiecx investment picks
  • Holdings: Verisign Cv 3.25% , Bunge , Tesla Mtrs Cv 1.25% , Chesapeake Engy Cv , Microchip Tech Cv 2.125% ,
  • Category: Market Neutral
Sign-up for pscix investment picks
  • Holdings: iShares MSCI EAFE , Vanguard FTSE All-World ex-US ETF , Alimentation Couche-Tard Inc , Jazz Pharmaceuticals PLC , Guangdong Investment Ltd ,
  • Category: Foreign Large Blend
Sign-up for tmrfx investment picks
  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Short-Term Bond Inst , TIAA-CREF Bond Plus Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for tlrix investment picks
  • Category: Long Government
  • Morningstar Rating: 4 Stars
Sign-up for vustx investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vfwix investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for prtcx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mtrcx investment picks
  • Category: Multisector Bond
Sign-up for ssiix investment picks
  • Holdings: Noble Energy Inc , Comcast Corp Class A , National Oilwell Varco Inc , General Electric Co , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for clvax investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Bond Index Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for nwhbx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for patax investment picks
  • Holdings: Raytheon Co , Merck & Co Inc , Johnson & Johnson , Travelers Companies Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for chdex investment picks
  • Holdings: Eli Lilly and Co , Teva Pharmaceutical Industries Ltd ADR , Pfizer Inc , UCB SA , Bristol-Myers Squibb Company ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for dlhax investment picks
  • Holdings: Bayer AG , Nestle SA , Compass Group PLC , HSBC Holdings PLC , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mieix investment picks
  • Holdings: Wells Fargo & Co , Apple Inc , American Express Co , Time Warner Inc , Health Care Select Sector SPDR® ETF ,
  • Category: Large Growth
Sign-up for auuyx investment picks
  • Holdings: Apple Inc , Baxter International Inc , Facebook Inc Class A , Salesforce.com Inc , Red Hat Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for ntchx investment picks
  • Holdings: Bank of America Corporation , Berkshire Hathaway Inc Class B , Microsoft Corp , Citigroup Inc , Bank of New York Mellon Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ggefx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for sayax investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Home Depot Inc , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for msdvx investment picks
  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , iShares TIPS Bond , BlackRock Russell 1000 Index T ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for lpbrx investment picks
  • Holdings: Wells Fargo & Co , Hewlett-Packard Co , General Dynamics Corp , WellPoint Inc , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for bbisx investment picks
  • Holdings: China Mobile Ltd , Hong Kong Exchanges and Clearing Ltd , Roche Holding AG Dividend Right Cert. , ING Groep N.V. , Novartis AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tgvax investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for maagx investment picks
  • Holdings: Citigroup Inc , Weatherford International PLC , JPMorgan Chase & Co , General Electric Co , Suncor Energy Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ivkix investment picks
  • Holdings: Citigroup Inc , Western Digital Corp , Capital One Financial Corp , SanDisk Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for wvaax investment picks
  • Holdings: Greencore Group PLC , Meiji Holdings Co Ltd , Infosys Ltd ADR , Deutsche Telekom AG , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for qfvox investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for aepfx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
Sign-up for amaax 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: jiecx - JPMorgan International Eq C - Foreign Large Blend to amaax - AllianceBern Municipal Inc Massachuset A - Muni Massachusetts
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