Funds From: imnax - Transamerica Global Equity A to frctx - Franklin CA Tax-Free Income C


  • Holdings: Google Inc , JPMorgan Chase & Co , Microsoft Corp , Korea Electric Power Corp ADR , Novartis AG ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for imnax investment picks
  • Holdings: Columbia High Yield Bond I , Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rbbcx investment picks
  • Holdings: AIA Group Ltd , Jardine Matheson Holdings Ltd , Singapore Technologies Engineering Ltd , United Overseas Bank Ltd , Hong Kong Exchange Cv 0.5% ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for micsx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity Advisor® International Discv I , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for firwx investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 , Exxon Mobil Corporation ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for wfdmx investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , Long Term Euro BTP Future Dec14 , iShares MSCI EAFE , US TREASURY TIP ,
  • Category: Conservative Allocation
Sign-up for maidx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds Capital World Gr&Inc R6 , American Funds Global Balanced R6 ,
  • Category: Aggressive Allocation
Sign-up for cthax investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Wells Fargo & Co , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ipeix investment picks
  • Holdings: Invesco Cayman Commodity , Canada 10 Yr Bond Future , Long Gilt Future , Aust 10 Yr Bond Future , Euro Bond Future ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for abrix investment picks
  • Holdings: Kindred Healthcare Inc , UniFirst Corp , DeVry Education Group Inc , Independent Bank Corp , First Financial Bankshares Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for wsvrx investment picks
  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for choix investment picks
  • Holdings: Mtn Group Ltd , Aspen Pharmacare Holdings Ltd , Consolidated Infrastructure Group Ltd , Afrimat Ltd , Uac Of Nigeria PLC ,
  • Category: Miscellaneous Region
Sign-up for nafax investment picks
  • Holdings: InterOil Corp , Randgold Resources Ltd ADR , UMH Properties Inc , Chimera Investment Corp , Cavco Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for smmvx investment picks
  • Holdings: US Treasury Note 0.75% , Occidental Petroleum Corp , Cisco Systems Inc , Apple Inc , US Treasury Note ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dboax investment picks
  • Holdings: Wells Fargo & Co , America Movil SAB de CV Class L , Procter & Gamble Co , Oracle Corporation , Coca-Cola Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for jppax investment picks
  • Holdings: PF Managed Bond P , PF Short Duration Bond P , PF Large-Cap Value P , PF Inflation Managed P , PF Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pobax investment picks
  • Holdings: Advance Auto Parts Inc , Alkermes PLC , Robert Half International Inc , Equifax Inc , Genpact Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for hambx investment picks
  • Holdings: Enbridge Inc , AltaGas Ltd , Cabot Oil & Gas Corp Class A , Cimarex Energy Co , Murphy Oil Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
Sign-up for ssgdx investment picks
  • Holdings: iShares US Preferred Stock , SPDR® S&P Dividend ETF , General Electric Co , Exxon Mobil Corporation , Wells Fargo & Co, San Francisco Ca Pfd ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for hdcax investment picks
  • Holdings: Pegatron Corp , Oi Sa Pfd , Emlak Konut Gayrimenkul Yatirim Ortakligi AS , Bank Of Communications Co Ltd , Bouygues ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for sietx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd , AIA Group Ltd , China Construction Bank Corp H Shares , Cheung Kong Holdings Ltd ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for jchsx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Royal Dutch Shell PLC Class A , Morgan Stanley ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for acetx investment picks
  • Holdings: Portland General Electric Co , CYS Investments Inc , Iconix Brand Group Inc , Dana Holding Corp , Helix Energy Solutions Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for jsvrx investment picks
  • Holdings: Hitachi Ltd , Samsung Electnc Pfd , Sanofi , FUJIFILM Holdings Corp , CRH PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tivfx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Corporate Bond R6 , JPMorgan Inflation Managed Bond R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for jsfix investment picks
  • Holdings: Active Stock Master Portfolio , BlackRock CoreAlpha Bond Investor A , International Tilts Master , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for lpsdx 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: imnax - Transamerica Global Equity A to frctx - Franklin CA Tax-Free Income C
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