Funds From: etegx - Eaton Vance Small-Cap A - Small Growth to ecitx - MFS Massachusetts Investors Tr 529C - Large Growth


  • Holdings: Balchem Corp , WEX Inc , Lazard Ltd , Mentor Graphics Corp , Euronet Worldwide Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for etegx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 2 Stars
Sign-up for jmacx investment picks
  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Jacksonville Fla Spl Rev Spl Rev B 5% , New York St Dorm Auth 5% , Michigan Fin Auth 5% , Dallas Fort Worth Tex Intl Arp Jt Ref 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for acicx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Value Advantage Instl , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for jsaax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Verizon Communications Inc , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for eaerx investment picks
  • Holdings: iShares Core US Credit Bond , SPDR® Barclays High Yield Bond ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , iShares iBoxx $ Invst Grade Crp Bond , NuStar Energy, L.P. ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
Sign-up for afiax investment picks
  • Holdings: Facebook Inc Class A , Constant Contact Inc , HCA Holdings Inc , Time Warner Cable Inc , Packaging Corp of America ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for srfgx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
Sign-up for pcmbx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for pgsbx investment picks
  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche EAFE Equity Index Institutional , Deutsche Small Cap Core S , Deutsche Enh Emerg Mkts Fxd Inc Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for tgtcx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for vnyax investment picks
  • Holdings: A O Smith Corp , Federated National Holding Co , ConnectOne Bancorp Inc , Saia Inc , Prosperity Bancshares, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for esvax investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Schlumberger NV , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for mwocx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
Sign-up for ficux investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for eiitx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Common Stock I , MainStay Large Cap Growth I , MainStay Epoch US All Cap I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for mrtfx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for szeix investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Instl , Principal Short-Term Income Inst , Principal Large Cap Value III Inst ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 5 Stars
Sign-up for ltpfx investment picks
  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for pagcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Procter & Gamble Co , Chevron Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for VARIX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for rboax investment picks
  • Holdings: Medivation Inc , Agios Pharmaceuticals Inc , Palo Alto Networks Inc , TRW Automotive Holdings Corp , Macquarie Infrastructure Co LLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for ETGLX investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for ffipx investment picks
  • Holdings: JHFunds2 Active Bond NAV , JHancock Floating Rate Income NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jalrx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for maiqx investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for eistx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for pmrcx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
Sign-up for aunax investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Fundamental Invs R6 ,
  • Category: Moderate Allocation
Sign-up for ctsbx investment picks
  • Holdings: JPMorgan Chase & Co , Danaher Corp , Visa Inc Class A , Johnson & Johnson , EMC Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ecitx 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: etegx - Eaton Vance Small-Cap A - Small Growth to ecitx - MFS Massachusetts Investors Tr 529C - Large Growth
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