Funds From: rgrfx - JHancock Select Growth R4 - Large Growth to srccx - Principal California Municipal C - Muni California Long


  • Holdings: Anthem Inc , Altria Group Inc , First Republic Bank , Harley-Davidson Inc , Fairfax Financial Holdings Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for rgrfx investment picks
  • Holdings: Acadian Emerging Markets Instl , Lazard Emerging Markets Equity Instl , Aberdeen Emerging Markets Instl , GMO Emerging Markets IV , T. Rowe Price Emerging Markets Stock ,
  • Category: Diversified Emerging Mkts
Sign-up for FLILX 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 jrvpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for f00000npvd investment picks
  • Holdings: Comcast Corp Class A , General Electric Co , Walt Disney Co , Johnson & Johnson , Lowe's Companies Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for stwax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for oemcx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for augcx investment picks
  • Holdings: Express Scripts , Amazon.com Inc , Philip Morris International Inc , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jhuax investment picks
  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for pfycx investment picks
  • Holdings: Sptr Trs Equity 3ml+20 *Bullet* Bps , Erauslt Trs Equity 1ml+46 Bps , Sptr Trs Equity 1ml+44 Bps , Erauslt Trs Equity 1ml+38 *Bullet* Jpm , Fin Fut Euro$ Cme (Red) 12/14/15 ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
Sign-up for ptfax investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series Emerging Markets , Fidelity Advisor® Series Growth & Income , Fidelity® Series International Growth ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for fcfbx 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 f00000lnme investment picks
  • Holdings: Harbor Bond Institutional , Harbor International Institutional , Harbor High-Yield Bond Instl , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for harux investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for atmax investment picks
  • Holdings: TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for ttrpx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series High Income , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
Sign-up for fcfvx investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , AllianzGI US Managed Volatility Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Short-Term Instl , AllianzGI Behavioral Advtg Lg Cp Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for asacx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for hldrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for iboyx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ogeax investment picks
  • Holdings: US Treasury Bond 3% , iShares MSCI Emerging Markets , US Treasury Note 1.5% , US Treasury Note 2.75% , iShares MSCI EAFE ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aabax investment picks
  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rebox investment picks
  • Holdings: Microsoft Corp , American International Group Inc , JPMorgan Chase & Co , UnitedHealth Group Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for talvx investment picks
  • Holdings: Blade Engine Securitization 144A FRN , Airspeed Ltd 2007-1 FRN , SPDR® Gold Shares , PPL Corp , Honeywell International Inc ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for qvopx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya US Bond Index Port I , VY BlackRock Inflation Protected Bond I , Voya Short Term Bond R6 , Voya Global Bond R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for isncx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for arwax investment picks
  • Holdings: Johnson & Johnson , Royal Dutch Shell PLC Class A , Microsoft Corp , Home Depot Inc , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for jeirx investment picks
  • Holdings: Franco-Nevada Corp , Britannia Industries Ltd , Shree Cements Ltd , Kotak Mahindra Bank Ltd , Alaris Royalty Corporation ,
  • Category: Foreign Large Growth
Sign-up for TGIDX investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for oosax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for srccx 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: rgrfx - JHancock Select Growth R4 - Large Growth to srccx - Principal California Municipal C - Muni California 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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent