Funds From: GAIBX - American Funds Gr and Inc Port B to jmacx - JHancock Massachusetts Tax-Free Income C


  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for GAIBX investment picks
  • Holdings: JPMorgan Chase & Co , Danaher Corp , Johnson & Johnson , Pfizer Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for eamtx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for CBBBX investment picks
  • Holdings: Royal Bank Of Canada , Toronto-Dominion Bank , Suncor Energy Inc , Bank of Nova Scotia , Canadian National Railway Co ,
  • Category: Miscellaneous Region
Sign-up for facnx investment picks
  • Holdings: Actavis PLC , Gartner Inc Class A , Jones Lang LaSalle Inc , PerkinElmer Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for ebcgx investment picks
  • Holdings: Comcast Corp Class A , Apple Inc , Halliburton Co , Nu Skin Enterprises Inc Class A , Capital One Financial Corp ,
  • Category: Large Blend
Sign-up for VDGYX investment picks
  • Holdings: US Treasury TIP 1.75% , US Treasury TIP 1.125% , Simon Property Group Inc , US Treasury TIP 2.125% , US Treasury TIP 2.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for tpdax investment picks
  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for fchkx investment picks
  • Holdings: Crown Holdings Inc , Newell Rubbermaid Inc , PerkinElmer Inc , Xerox Corporation , NASDAQ OMX Group, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for mvcax investment picks
  • Holdings: AIA Group Ltd , CNOOC Ltd , Givaudan SA , Alimentation Couche , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for visfx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for vrirx investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
Sign-up for LFERX 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 fdagx investment picks
  • Holdings: Comcast Corp Class A , Apple Inc , Halliburton Co , Nu Skin Enterprises Inc Class A , Capital One Financial Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for vsvcx investment picks
  • Holdings: CAI International Inc , Corporate Office Properties Trust Inc , Everest Re Group Ltd , TCF Financial Corp , Rovi Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for ndvvx investment picks
  • Holdings: British American Tobacco PLC , Philip Morris International Inc , Nestle SA , Unilever NV DR , UBS AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jviax investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard European Stock Index 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
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mrsgx investment picks
  • Holdings: British American Tobacco PLC , MasterCard Inc Class A , Philip Morris International Inc , UBS AG , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for WWOIX 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: GAIBX - American Funds Gr and Inc Port B to jmacx - JHancock Massachusetts 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