Funds From: jnplx - Perkins Large Cap Value D - Large Value to evaix - Eaton Vance VA Municipal Income I - Muni Single State Long


  • Holdings: Berkshire Hathaway Inc Class B , American International Group Inc , Royal Dutch Shell PLC ADR Class A , Merck & Co Inc , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for jnplx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , JPMorgan Chase & Co , Devon Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for grgrx investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Emerging Markets Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clirx investment picks
  • Holdings: HSBC Holdings PLC , Banco Santander SA , Nestle SA , Novartis AG , GlaxoSmithKline PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gidax investment picks
  • Holdings: Mitsubishi Estate , Unibail-Rodamco SE , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Klépierre ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for girtx investment picks
  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , International Tilts , Russel 1000 Lifepath , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for rauhx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for himzx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for vmpax investment picks
  • Holdings: AXA SA , EDP - Energias de Portugal SA , Novartis AG , AstraZeneca PLC , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for cgifx investment picks
  • Holdings: General Electric Co , Exxon Mobil Corporation , Pfizer Inc , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gcvcx investment picks
  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+30 *Bullet* Bps , FNMA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pipax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for eifhx investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Ru20intr Trs Equity 3ml-35 *Bullet* Boa , Mini Russell 2000 Index TIC Future June14 , Fin Fut Euro$ Cme 12/14/15 , Ru20intr Trs Equity 3ml-40 *Bullet* Fbf ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for pckax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for stsbx investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cngax investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Income Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Floating Income Instl , AllianzGI US Managed Volatility Instl ,
  • Category: Target Date 2031-2035
Sign-up for gvrrx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for rsryx investment picks
  • Holdings: Southwest Gas Corp , Symetra Financial Corp , CubeSmart , Commercial Metals Co , Sunstone Hotel Investors Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for gsatx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Exxon Mobil Corporation , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pbotx investment picks
  • Holdings: Invesco Convertible Securities Y , Driehaus Select Credit ,
  • Category: Managed Futures
Sign-up for efsax investment picks
  • Holdings: Blackrock Mstr Basic Val Fund 2035 , Blackrock Large Cap Growth 2035 , BlackRock Capital Appreciation BlackRock , Blackrock Total Return Fund 2035 , BlackRock Equity Dividend Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for brpgx investment picks
  • Holdings: Dril-Quip Inc , Healthcare Services Group Inc , Graco Inc , Sensata Technologies Holding N.V. , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for gsmax investment picks
  • Holdings: JHancock Short Duration Credit Opps NAV , JHancock Absolute Return Currency NAV , JHancock Global Absolute Ret Strats NAV , JHancock Redwood NAV , JHancock Global Income NAV ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for jaapx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for ddfax investment picks
  • Holdings: Fidelity® Short-Term Bond , Fidelity® Total Bond , Fidelity® Strategic Real Return , Fidelity® Government Income , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for frjix investment picks
  • Holdings: iShares MSCI Japan , Novartis AG , Total SA , Vodafone Group PLC , Air Liquide SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for gsakx investment picks
  • Holdings: Apple Inc , General Electric Co , Microsoft Corp , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for gspqx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for pyhpx investment picks
  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Overseas Value I , Columbia Large Core Quantitative Instl , Columbia European Equity I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cpazx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for evaix 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: jnplx - Perkins Large Cap Value D - Large Value to evaix - Eaton Vance VA Municipal Income I - Muni Single State Long
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