Funds From: SCGPX - Principal SAM Conservative Growth C to ERHSX - Eaton Vance Worldwide Health Sci R


  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for SCGPX investment picks
  • Holdings: Hawaiian Electric Industries Inc , Main Street Capital Corporation , Reynolds American Inc , j2 Global Inc , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for IOECX investment picks
  • Holdings: Avis Budget Group Inc , Rosetta Resources Inc , iStar Financial Inc , HCC Insurance Holdings Inc , Navigators Group ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for DHSIX investment picks
  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Gilead Sciences Inc , Amgen Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for VHCIX investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for TRRJX investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHancock Strategic Income Opps NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Short Duration Credit Opps NAV , JHFunds2 Blue Chip Growth NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for JILBX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Danaher Corp , Visa Inc Class A , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for MFRLX investment picks
  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Asset Allocation Bond VI , GMO Emerging Markets VI , GMO Emerging Country Debt IV ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for GBATX investment picks
  • Holdings: US Silica Holdings Inc , Akorn Inc , Repligen Corp , Matrix Service Co , Carrizo Oil & Gas Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for RYSGX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for WAPAX investment picks
  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for MEIJX investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , Pfizer Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for MEPSX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , AT&T Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for DFEOX investment picks
  • Holdings: Bank of the Ozarks Inc , Portfolio Recovery Associates Inc , AmTrust Financial Services Inc , Virtus Investment Partners Inc , OSI Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for PPCAX investment picks
  • Holdings: SunEdison Inc , Portfolio Recovery Associates Inc , Centene Corp , Skyworks Solutions Inc , Cooper Companies ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for RSCIX investment picks
  • Holdings: General Electric Co , Union Pacific Corp , United Technologies Corp , 3M Co , Boeing Co ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
Sign-up for VINAX investment picks
  • Holdings: US Treasury Note 0.75% , Apple Inc , Gilead Sciences Inc , US Treasury Note 0.75% , Facebook Inc Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for OCMIX investment picks
  • Holdings: Vantagepoint Low Duration Bond T , Vantagepoint Core Bond Index T , Vantagepoint Inflation Focused T , Vantagepoint Equity Income T , Vantagepoint Growth & Income T ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for VPRRX investment picks
  • Holdings: Citigroup Inc , Weatherford International PLC , JPMorgan Chase & Co , Suncor Energy Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for MCVVX investment picks
  • Holdings: Gotham Absolute Return Institutional , Robeco Boston Partners L/S Rsrch Instl , Arbitrage Event-Driven I , Whitebox Tactical Opportunities Instl , Tortoise MLP & Pipeline Instl ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for GASIX investment picks
  • Holdings: Tech Data Corp , PacWest Bancorp , Federated Investors, Inc. Class B , TCF Financial Corp , World Fuel Services Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for FCPVX investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for BPIBX investment picks
  • Holdings: HSBC Holdings PLC , Zurich Insurance Group AG ADR , Royal Dutch Shell PLC ADR Class A , Sasol Ltd ADR , Volkswagen AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for AFJCX investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for JHGDX investment picks
  • Holdings: Letra Tesouro Nacional , Letra Tesouro Nacional , Sb Cap Sa 5.499% , Zcs Brl R 12.255 12/02/13-01/02/17 Bps , Brazil(Fed Rep Of) 10% ,
  • Category: Currency
Sign-up for PLMIX investment picks
  • Holdings: International Business Machines Corp , Google Inc Class C , Verizon Communications Inc , Apple Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for FDTEX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for PBOMX investment picks
  • Holdings: Amcor Ltd , Johnson & Johnson , Philip Morris International Inc , United Technologies Corp , Eaton Corp PLC ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for JGPSX investment picks
  • Holdings: Questcor Pharmaceuticals Inc , Cirrus Logic Inc , Assurant Inc , ION Geophysical Corp , Amsurg Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for RIVSX investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Gilead Sciences Inc , AbbVie Inc , Bristol-Myers Squibb Company , HCA Holdings Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for ERHSX 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: SCGPX - Principal SAM Conservative Growth C to ERHSX - Eaton Vance Worldwide Health Sci R
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