Funds From: epvax - Epiphany FFV A Load Waived - Large Blend to JMYAX - JPMorgan SmartRetirement Blend 2045 R6 - Target Date 2041-2045


  • Holdings: Express Scripts , VF Corp , Western Digital Corp , Sealed Air Corp , Amgen Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for epvax investment picks
  • Holdings: Bunzl PLC , Amadeus IT Holding SA , Next PLC , OBIC Co., Ltd. , Bellway PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for midax investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for dfygx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for khyrx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for aidax investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Mid-Cap , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for us66537u7919 investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Siemens Financier ([Wts/Rts]) , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for pcgyx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for cbofx investment picks
  • Holdings: JPMorgan Chase & Co , Danaher Corp , Visa Inc Class A , EMC Corp , Johnson & Johnson ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for MITIX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for ibfcx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for jresx investment picks
  • Holdings: Actavis PLC , Gartner Inc Class A , Ross Stores Inc , Jones Lang LaSalle Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for mcprx investment picks
  • Holdings: Mercadolibre Inc , NVE Corp , MarketAxess Holdings Inc , The Chefs' Warehouse Inc , Sirona Dental Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for psgcx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for jrvsx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds Capital World Gr&Inc R6 , American Funds Global Balanced R6 ,
  • Category: Aggressive Allocation
Sign-up for cthfx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for tbmbx investment picks
  • Holdings: Everest Re Group Ltd , NICE-Systems Ltd ADR , Global Payments Inc , PrivateBancorp Inc , NASDAQ OMX Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for ndvax investment picks
  • Holdings: 10yr Mini Jgb Dec 14 , E-mini S&P 500 Index Future Dec14 , 3mo Euro Euribor Jun 15 , 3mo Euroyen (Tfx) Jun 15 , 90 Day Sterling Jun 15 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for carwx investment picks
  • Holdings: Apple Inc , Dr Pepper Snapple Group Inc , International Business Machines Corp , Symantec Corp , Intel Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for qalgx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for earsx investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for lmtax investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
Sign-up for lferx investment picks
  • Holdings: Exxon Mobil Corporation , Schlumberger NV , Chevron Corp , Occidental Petroleum Corp , Halliburton Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for lexmx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for lworx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for ctmrx investment picks
  • Holdings: Gilead Sciences Inc , Celgene Corp , Alexion Pharmaceuticals Inc , Vertex Pharmaceuticals Inc , Regeneron Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
Sign-up for fbtax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Total SA , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for NAWGX investment picks
  • Holdings: Micron Tech Cv 2.125% , Intel Cv 3.25% , Salesforce Com Cv 0.25% , Bk Amer Pfd , CU Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for ncvbx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for gticx 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 2041-2045
Sign-up for JMYAX 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: epvax - Epiphany FFV A Load Waived - Large Blend to JMYAX - JPMorgan SmartRetirement Blend 2045 R6 - Target Date 2041-2045
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