Funds From: cbfbx - American Funds Global Balanced 529B to jbawx - JHancock Balanced R6


  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cbfbx investment picks
  • Holdings: Sherwin-Williams Co , Delta Air Lines Inc , Affiliated Managers Group Inc , Constellation Brands Inc Class A , Wynn Resorts Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for cpgrx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Hon Hai Precision Ind Co Ltd , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for jevrx investment picks
  • Holdings: Zimmer Holdings Inc , Host Hotels & Resorts Inc , Portland General Electric Co , SL Green Realty Corp , NRG Energy Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for cmvux investment picks
  • Holdings: Apple Inc , Amazon.com Inc , Qualcomm Inc , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jflax investment picks
  • Holdings: Apple Inc , Google Inc Class A , Google Inc Class C , Northrop Grumman Corp , Amdocs Ltd ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for stpix investment picks
  • Holdings: Public Service Enterprise Group Inc , Microsoft Corp , Royal Dutch Shell PLC ADR Class A , JPMorgan Chase & Co , Total SA ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for hwiax investment picks
  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cbfax investment picks
  • Holdings: PartnerRe Ltd , Snap-on Inc , Berry Plastics Group Inc , Ryder System Inc , Arrow Electronics Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for smdvx investment picks
  • Holdings: Sanmina Corp , AerCap Holdings NV , Dana Holding Corp , Platinum Underwriters Holdings Ltd , Air France-KLM ADR ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for rscvx investment picks
  • Holdings: Total SA , Royal Dutch Shell PLC Class A , AstraZeneca PLC , BP PLC , Banco Santander SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for goccx investment picks
  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , Voya International Index I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2016-2020
Sign-up for idxcx investment picks
  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corp , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for crrfx investment picks
  • Holdings: Smurfit Kappa Group PLC , AMEC PLC , Cobham PLC , Inmarsat PLC , Delta Lloyd N.V ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for jscix investment picks
  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya US Bond Index I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2026-2030
Sign-up for idxjx investment picks
  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Russell Small Cap Index I , Voya US Bond Index I ,
  • Category: Target Date 2036-2040
Sign-up for idxox investment picks
  • Holdings: Verizon Communications Inc , Applied Materials Inc , Citigroup Inc , Anadarko Petroleum Corp , Freeport-McMoRan Copper & Gold ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for slvbx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Rio Tinto PLC , BG Group PLC , BP PLC ADR , First Quantum Minerals Ltd ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
Sign-up for jnrax investment picks
  • Holdings: Hanesbrands Inc , United Continental Holdings Inc , Telephone and Data Systems, Inc. , Swift Transportation Co , Lincoln National Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for ssvrx investment picks
  • Holdings: Red Electrica de EspaƱa SA , Adecco SA , Nestle SA , Shriram Transport Finance Co Ltd , Renault SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for swfcx investment picks
  • Holdings: American Century International Gr Instl , American Century International Bd Instl , American Century Global Real Estate Inst , American Century Core Equity Plus Inst , iShares S&P GSCI Commodity-Indexed Trust ,
  • Category: World Allocation
Sign-up for agaex investment picks
  • Holdings: DENTSPLY International Inc , ITC Holdings Corp , Riverbed Technology Inc , Quanta Services Inc , Altera Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for cegix investment picks
  • Holdings: Qualcomm Inc , Apple Inc , JPMorgan Chase & Co , CVS Caremark Corp , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jbawx investment picks
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: cbfbx - American Funds Global Balanced 529B to jbawx - JHancock Balanced R6
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