Funds From: rteax - Russell Tax Exempt Bond A Load Waived to jpvix - Perkins Value Plus Income I


  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for rteax investment picks
  • Holdings: Kirby Corp , Akorn Inc , VCA Inc , Hanover Insurance Group Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for rtsax investment picks
  • Holdings: Schlumberger NV , Oracle Corporation , Honeywell International Inc , Wells Fargo & Co , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rtlax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for rfaax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for culyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for tcpax investment picks
  • Holdings: Pimco Cayman Commodity Fund Iii Ltd , US Treasury TIP , Irs Usd 0.750 06/18/14-2y Cme , Irs Usd 3.750 06/18/14-30y Cme , US Treasury Note 2.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 5 Stars
Sign-up for pclax investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for accwx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for vusjx investment picks
  • Holdings: HSBC Holdings PLC , BP PLC , Total SA , AstraZeneca PLC , Roche Holding AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for hilax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , US Treasury TIP , BG Group PLC , BP PLC ADR , US Treasury TIP ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for hrlax investment picks
  • Holdings: U.S. Treasury , Euro BUND Future June14 , Credit Default Swap Cdx.Em.21 , 10 Year Government of Canada Bond Sept14 , PowerShares Senior Loan Port ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hlaax investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , AvalonBay Communities Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for earex investment picks
  • Holdings: Ubs Relationship Fds , Check Point Software Technologies Ltd , Apple Inc , U.S. Bancorp , Broadcom Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for bmnax investment picks
  • Holdings: Korea(Republic Of) 3.25% , Korea(Republic Of) 2.75% , Malaysia (Govt Of) 3.197% ,
  • Category: Currency
Sign-up for ocoax investment picks
  • Holdings: Delta Air Lines Inc , Hanesbrands Inc , Micron Technology Inc , SanDisk Corp , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for wflnx investment picks
  • Holdings: Invesco Cayman Commodity Fund Iii H , PowerShares DB Gold , US Treasury Note ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 1 Stars
Sign-up for brcbx investment picks
  • Holdings: Invesco Cayman Commodity Fund Iii H , PowerShares DB Gold , US Treasury Note ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for brcrx investment picks
  • Holdings: Invesco Cayman Commodity Fund Iii H , PowerShares DB Gold , US Treasury Note ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for brcnx investment picks
  • Holdings: PPG Industries Inc , Honeywell International Inc , Unilever PLC ADR , Volkswagen AG ADR , General Electric Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for f00000j743 investment picks
  • Holdings: Hi-Crush Partners LP , Seek Ltd , Myriad Genetics Inc , Renishaw PLC , Coloplast Class B ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for entix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for glirx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for gbirx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for ggirx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for guirx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for gdirx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for ghirx investment picks
  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 2.75% , Wells Fargo & Co , Oracle Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jpvtx investment picks
  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 2.75% , Wells Fargo & Co , Oracle Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jpvsx investment picks
  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 2.75% , Wells Fargo & Co , Oracle Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jpvix 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: rteax - Russell Tax Exempt Bond A Load Waived to jpvix - Perkins Value Plus Income I
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