Funds From: ogiax - JPMorgan Investor Balanced A LW - Moderate Allocation to DODFX - Dodge & Cox International Stock - Foreign Large Blend


  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ogiax investment picks
  • Holdings: iShares Russell 2000 , Global X FTSE Greece 20 ETF , iShares MSCI Ireland Capped , iShares MSCI Austria Capped , CurrencyShares┬« Euro ETF ,
  • Category: Long/Short Equity
Sign-up for BCLSX investment picks
  • Holdings: Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia High Yield Bond I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for rbbax investment picks
  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Opportunistic Credit Y , Russell Global Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rclax investment picks
  • Holdings: Total SA , BP PLC ADR , Royal Dutch Shell PLC ADR Class A , HSBC Holdings PLC ADR , BHP Billiton Ltd ,
  • Category: Foreign Large Value
Sign-up for f00000opqz investment picks
  • Holdings: JPMorgan Chase & Co , Cisco Systems Inc , Capital One Financial Corp , Hewlett-Packard Co , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for LDFVX investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for PRRDX investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for bmaax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for mktbx investment picks
  • Holdings: First Eagle Global Cayman Fund , Oracle Corporation , Microsoft Corp , Gold Commodity In Ounces , Comcast Corp Class A ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for SGIIX investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 5 Stars
Sign-up for mdpyx investment picks
  • Holdings: Sun Hung Kai & Co Ltd , Air New Zealand Ltd , Japan Aviation Electronics Industry Ltd , Arrow Global Group PLC , Century Tokyo Leasing Corporation ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for linqx investment picks
  • Holdings: Shire PLC ADR , Smith & Nephew PLC ADR , Valeo SA ADR , Magna International Inc Class A , Fresenius Medical Care AG & Co. KGaA ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tpiax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Roche Holding AG , Nestle SA , HSBC Holdings PLC ,
  • Category: Long/Short Equity
Sign-up for GAIYX investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF , Vanguard Information Technology ETF , Vanguard Consumer Staples ETF ,
  • Category: Target Date 2041-2045
Sign-up for jrlsx investment picks
  • Holdings: DFA US Core Equity 1 I , DFA International Core Equity I , DFA Emerging Markets Core Equity I , DFA US Large Company I , DFA Large Cap International I ,
  • Category: World Stock
Sign-up for DREIX investment picks
  • Holdings: TDC A/S , National Australia Bank Limited , Total SA ADR , BP PLC , Royal Dutch Shell PLC ADR Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for laidx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for mcwix investment picks
  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Markets Currency Instl , PIMCO Emerging Local Bond Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for PAUAX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for hahrx investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for igbfx investment picks
  • Holdings: PacWest Bancorp , Barnes Group Inc , South State Corp , Pebblebrook Hotel Trust , Kennedy-Wilson Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lrsbx investment picks
  • Holdings: Harbor Cmdty Real Return Cymn Capstock Shares , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 , US TREASURY TIP , US Treasury TIP , US Treasury TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for HACMX investment picks
  • Holdings: Transamerica Total Return I2 , Transamerica Dividend Focused I2 , Transamerica Select Equity I2 , Transamerica Large Cap Value I2 , Transamerica Growth I2 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for imlax investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
Sign-up for ltnyx investment picks
  • Holdings: Avis Budget Group Inc , Rosetta Resources Inc , iStar Financial Inc , Cimarex Energy Co , HCC Insurance Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dhscx investment picks
  • Holdings: Glimcher Rlty Tr Pfd , Ashford Hosptlty Tr Pfd , InnVest Real Estate Investment Trust , Starwood Property Trust, Inc. , British Land Co PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for tgaax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for kusbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for amhyx investment picks
  • Holdings: Naspers Ltd Class N , Roche Holding AG , Sanofi , Lafarge Sa , Hewlett-Packard Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for DODFX 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: ogiax - JPMorgan Investor Balanced A LW - Moderate Allocation to DODFX - Dodge & Cox International Stock - Foreign Large Blend
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