Funds From: jpecx - JPMorgan Tax Aware Equity C to jicwx - JHancock International Core R5


  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Time Warner Inc , Avago Technologies Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jpecx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Bank of America Corporation , AIA Group Ltd , Charles Schwab Corp ,
  • Category: Financial
  • Morningstar Rating: 1 Stars
Sign-up for pgfyx investment picks
  • Holdings: Mid Ocean , Blue Hill Clo Ltd 2013 FRN , Halcyon Ln Adv Fdg 2014-3 FRN , Diversified Asset Sec Ii 2000 FRN , Shackleton 2014-V Clo Ltd / Sha 144A FRN ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for easyx 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: 2 Stars
Sign-up for mdiqx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for hsdax investment picks
  • Category: Bear Market
Sign-up for uxpsx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for jurdx investment picks
  • Holdings: Novartis AG , HSBC Holdings PLC , Merck KGaA , Guangdong Investment Ltd , DBS Group Holdings Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jieax investment picks
  • Category: Muni New York Long
Sign-up for mnocx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for dgdax investment picks
  • Category: Nontraditional Bond
Sign-up for isicx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for ahyax investment picks
  • Holdings: Touchstone Total Return Bond Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone International Fixed Inc Inst , Touchstone Flexible Income Instl , Touchstone Active Bond Institutional ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tvaix investment picks
  • Holdings: Us 2yr Note (Cbt) Mar15 Xcbt 20150331 , S+p Mid 400 Emini Mar15 Xcme 20150320 , US Treasury Note 0.5% , Us 10yr Note (Cbt)mar15 Xcbt 20150320 , Vanguard FTSE Emerging Markets ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gsrvx investment picks
  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for saubx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fldzx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for fripx investment picks
  • Holdings: Ingredion Inc , World Fuel Services Corp , Royal Gold Inc , Western Refining Inc , Commercial Metals Co ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for asvpx investment picks
  • Holdings: Manning & Napier Pro-Blend Cnsrv Term I ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for mtdrx investment picks
  • Holdings: JPMorgan Chase & Co , CVS Health Corp , Lowe's Companies Inc , Comcast Corp Class A , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bilpx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , WuXi PharmaTech (Cayman) Inc ADR , ONO Pharmaceutical Co., Ltd. , Essilor International SA , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for hnctx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Liberty Global PLC Class C , Canadian Pacific Railway Ltd , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for sniax investment picks
  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Behavioral Intl Eq Inst , Sterling Capital Special Opps Inst , Sterling Capital Equity Income Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bcccx investment picks
  • Holdings: Forward Emerging Markets Instl , Forward Tactical Enhanced Instl , Forward Real Estate Long/Short Instl , Forward Dynamic Income Institutional , Forward International Dividend Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for agrrx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West Bond Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mxlix investment picks
  • Holdings: Voya US Stock Index Port I , Voya International Index Port I , Voya Russell Mid Cap Index Port I , Voya Emerging Markets Index Port I , Voya Russell Small Cap Index Port I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for isjix investment picks
  • Holdings: Swift Transportation Co , Bright Horizons Family Solutions Inc , Bunzl PLC , Five Below Inc , Capital Senior Living Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for glncx investment picks
  • Holdings: Clinigen Group PLC , Home Capital Group Inc , Melexis , Man Wah Holdings Ltd , CETIP SA Mercados Organizados ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 5 Stars
Sign-up for gpiix investment picks
  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Novartis AG , Nestle SA , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vsiex investment picks
  • Holdings: Total SA , Telefonica SA , Daimler AG , AstraZeneca PLC , Sanofi ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jicwx 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: jpecx - JPMorgan Tax Aware Equity C to jicwx - JHancock International Core R5
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