Funds From: tvrfx - Thornburg Value R3 to oamax - JPMorgan AZ Municipal Bond A


  • Holdings: Gilead Sciences Inc , Thermo Fisher Scientific Inc , Express Scripts , JPMorgan Chase & Co , Mead Johnson Nutrition Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tvrfx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Global Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for ctfcx investment picks
  • Holdings: Pitney Bowes Inc , Altria Group Inc , Pfizer Inc , American Electric Power Co Inc , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dqirx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
Sign-up for dpiax investment picks
  • Holdings: US Treasury Bond 3.375% , Guggenheim Strategy I , Ultra Treasury Bond Future Sept14 ,
  • Category: Trading-Inverse Debt
Sign-up for ryjax investment picks
  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Xai Emini Industr Jun14 Xcme 20140620 , Xap Cons Staples Jun14 Xcme 20140620 , Russell 2000 Mini Jun14 Imeq 20140620 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for kpaax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for jlfax investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for mxgbx investment picks
  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Boston Properties Inc , Prologis Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for pretx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for nitfx investment picks
  • Holdings: Shire PLC , Total SA , Roche Holding AG , Toyota Motor Corp , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for mouzx investment picks
  • Holdings: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Large Cap Growth Select , JPMorgan Intrepid Growth Sel ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for onifx investment picks
  • Holdings: British American Tobacco PLC ADR , Coca-Cola Co , Procter & Gamble Co , CVS Caremark Corp , Kroger Co ,
  • Category: Consumer Defensive
  • Morningstar Rating: 2 Stars
Sign-up for fdcgx investment picks
  • Holdings: Facebook Inc Class A , DISH Network Corp , Apple Inc , Gilead Sciences Inc , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for vafix investment picks
  • Holdings: JPMorgan Chase & Co , Bank of America Corporation , U.S. Bancorp , Citigroup Inc , Capital One Financial Corp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for fafcx investment picks
  • Holdings: Canadian Pacific Railway Ltd , Applied Materials Inc , Bank of America Corporation , American International Group Inc , Adobe Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wtrcx investment picks
  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Wells Fargo & Co , Berkshire Hathaway Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for favtx investment picks
  • Holdings: Bristol-Myers Squibb Company , Micron Technology Inc , Gilead Sciences Inc , American International Group Inc , Activision Blizzard Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ithtx investment picks
  • Holdings: Twitter Inc , Corporate Executive Board Co , Fiesta Restaurant Group Inc , The Advisory Board Co , AthenaHealth Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for msslx investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Apple Inc , CVS Caremark Corp , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for nbdrx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for fnihx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
Sign-up for dvicx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for ormcx investment picks
  • Holdings: Bank of Montreal , Canadian Oil Sands Ltd , CenturyLink Inc , Transocean Ltd , Deutsche Telekom AG ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for ofdax investment picks
  • Holdings: Roche Holding AG , Prudential PLC , Nestle SA , British American Tobacco PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for awpax investment picks
  • Holdings: Halliburton Co , Schlumberger NV , Dow Chemical Co , Baker Hughes Inc , Weatherford International PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
Sign-up for ignrx investment picks
  • Holdings: O'Reilly Automotive Inc , Idex Corp , Ecolab Inc , Ametek Inc , Williams-Sonoma Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for pappx investment picks
  • Holdings: Mayr-Melnhof Karton AG , Semperit AG Holding , Inversiones La Construccion S.A. , Lundin Petroleum AB , EPS Corporation ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 1 Stars
Sign-up for rygsx investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard FTSE Europe ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
Sign-up for ttaax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for oamax investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar 5-Star Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Funds From: tvrfx - Thornburg Value R3 to oamax - JPMorgan AZ Municipal Bond A
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