Funds From: gtavx - Invesco Mid Cap Core Equity R5 - Mid-Cap Blend to jtasx - JPMorgan Tax Aware Income Opp Sel - Muni National Interm


  • Holdings: Linear Technology , Northern Trust Corp , Progressive Corp , Torchmark Corp , Teradyne Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for gtavx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for hiabx investment picks
  • Holdings: Illumina Inc , Electronic Arts Inc , Michael Kors Holdings Ltd , Affiliated Managers Group Inc , Delta Air Lines Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for osgix investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for srjsx investment picks
  • Holdings: Colfax Corp , American Tower Corp , Moody's Corporation , MasterCard Inc Class A , Markel Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for akrix investment picks
  • Holdings: Las Vegas Sands Corp , Liberty Global PLC Class C , Illumina Inc , Russell 2000 Fut Jun14 Rtam4 , Tesla Motors Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for fsemx investment picks
  • Holdings: Akorn Inc , Acadia Healthcare Co Inc , MarketAxess Holdings Inc , On Assignment Inc , SPS Commerce Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for wfgdx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for obocx investment picks
  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , Trinity Industries Inc , Federated Investors, Inc. Class B , AllianceBernstein Holding L.P. ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for rtrkx investment picks
  • Holdings: Atlantia , Transurban Group , Enbridge Inc , Groupe Eurotunnel SA , TransCanada Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rgisx investment picks
  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , iShares Intermediate Credit Bd ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for nwdbx investment picks
  • Holdings: Apple Inc , S+p500 Emini Fut Jun14 Xcme 20140620 , Microsoft Corp , AT&T Inc , Google Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for vcsox investment picks
  • Holdings: Corning Inc , StanCorp Financial Group Inc , Alcoa Inc , Bunge Ltd , Prudential Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for frbsx investment picks
  • Holdings: Nektar Therapeutics Inc , Nokia Oyj , Advanced Micro Devices Inc , MorphoSys AG , Tesla Motors Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for ogicx investment picks
  • Holdings: SEI US Managed Volatility A (SIMT) , SEI Tax-Managed Large Cap A (SIMT) , SEI High Yield Bond A (SIMT) , SEI International Equity A (SIT) , SEI Real Estate A (SIMT) ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for sxmax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for eifax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for dfrax investment picks
  • Holdings: Myriad Genetics Inc , Thor Industries Inc , Alleghany Corp , Lincoln Electric Holdings, Inc. , Woodward Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for rprwx investment picks
  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Gilead Sciences Inc , AbbVie Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for ryhix investment picks
  • Holdings: JPMorgan Value Advantage Select , Russell 1000 Value Index Future June14 , American Beacon Lg Cap Value Inst , Invesco Diversified Dividend A , Fidelity┬« Low-Priced Stock ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fvsax investment picks
  • Holdings: 3M Co , CVS Caremark Corp , Discover Financial Services , Canadian Pacific Railway Ltd , Western Digital Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sflcx investment picks
  • Holdings: Colfax Corp , Genesco Inc , Huntsman Corp , Waste Connections Inc , Bally Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for hsrrx investment picks
  • Holdings: Belden Inc , Diebold Inc , Helen of Troy, Ltd. , First Niagara Financial Group Inc , Mueller Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for uscax investment picks
  • Holdings: ZKB Gold ETF (USD) , ZKB Silver ETF (USD) , Encana Corp , Newmont Mining Corp , Statoil ASA ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
Sign-up for ephax investment picks
  • Holdings: Fomento de Constr y Contratas SA , Ambac Financial Group Inc , Vivendi SA , Sky Deutschland AG , Opap SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for evgbx investment picks
  • Holdings: Jardine Strategic Holdings Ltd , Swire Pacific Ltd Class B , AIA Group Ltd , MTR Corp Ltd , HSBC Holdings PLC ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for goprx investment picks
  • Holdings: Advisory Board Co , AthenaHealth Inc , Twitter Inc Series E Prefer Preferred Stock , Corporate Executive Board Co , Fiesta Restaurant Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for mssmx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Prologis Inc , Essex Property Trust Inc , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for nmmgx investment picks
  • Holdings: Alexion Pharmaceuticals Inc , Google Inc Class A , Concho Resources Inc , Google Inc Class C , CarMax Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ekjfx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for jtasx 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: gtavx - Invesco Mid Cap Core Equity R5 - Mid-Cap Blend to jtasx - JPMorgan Tax Aware Income Opp Sel - Muni National Interm
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