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OVERALL RATING

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The Morningstar Style Box™ reveals the Fund’s investment style.

For equity funds, the vertical axis shows the market capitalization, or size, of the stocks owned and the horizontal axis shows investment style (value, blend or growth).

For fixed-income funds, the vertical axis shows the credit quality of the long bonds owned and the horizontal axis shows interest rate sensitivity as measured by a bond's effective duration.

Morningstar seeks credit rating information from fund companies on a periodic basis (e.g., quarterly). In compiling credit rating information Morningstar accepts credit ratings reported by fund companies that have been issued by all Nationally Recognized Statistical Rating Organizations (NRSROs). For a list of all NRSROs, please visit www.sec.gov. Additionally, Morningstar accepts foreign credit ratings from widely recognized or registered rating agencies. If two rating organizations/agencies have rated a security, fund companies are to report the lower rating; if three or more organizations/agencies have rated a security, fund companies are to report the median rating, and in cases where there are more than two organization/agency ratings and a median rating does not exist, fund companies are to use the lower of the two middle ratings. PLEASE NOTE: Morningstar, Inc. is not itself an NRSRO nor does it issue a credit rating on the fund. An NRSRO or rating agency ratings can change from time-to-time.

For credit quality, Morningstar combines the credit rating information provided by the fund companies with an average default rate calculation to come up with a weighted-average credit quality. The weighted-average credit quality is currently a letter that roughly corresponds to the scale used by a leading NRSRO. Bond funds are assigned a style box placement of "low", "medium", or "high" based on their average credit quality. Funds with a low credit quality are those whose weighted-average credit quality is determined to be less than "BBB-"; medium are those less than "AA-", but greater or equal to "BBB-"; and high are those with a weighted-average credit quality of "AA-" or higher. When classifying a bond portfolio, Morningstar first maps the NRSRO credit ratings of the underlying holdings to their respective default rates (as determined by Morningstar's analysis of actual historical default rates). Morningstar then averages these default rates to determine the average default rate for the entire bond fund. Finally, Morningstar maps this average default rate to its corresponding credit rating along a convex curve.

For interest-rate sensitivity, Morningstar obtains from fund companies the average effective duration. Generally, Morningstar classifies a fixed-income fund's interest-rate sensitivity based on the effective duration of the Morningstar Core Bond Index (MCBI), which is currently three years. The classification of Limited will be assigned to those funds whose average effective duration is between 25% to 75% of MCBI's average effective duration; funds whose average effective duration is between 75% to 125% of the MCBI will be classified as Moderate; and those that are at 125% or greater of the average effective duration of the MCBI will be classified as Extensive. For municipal bond funds, Morningstar also obtains from fund companies the average effective duration. In these cases static breakpoints are utilized. These breakpoints are as follows: (i) Limited: 4.5 years or less; (ii) Moderate: more than 4.5 years but less than 7 years; and (iii) Extensive: more than 7 years. In addition, for non-US taxable and non-US domiciled fixed income funds static duration breakpoints are used: (i) Limited: less than or equal to 3.5 years; (ii) Moderate: greater than 3.5 and less than equal to 6 years; (iii) Extensive: greater than 6 years.

Historical Prices and Distributions


Domestic equity

 As of 5/31/18
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
SVBAXBalanced671Allocation--50% to 70% Equity
JBGAXBlue Chip Growth1269Large Growth
PZFVXClassic Value1081Large Value
JVLAXDisciplined Value1081Large Value
JVMAXDisciplined Value Mid Cap366Mid-Cap Blend
JHEIXEquity Income1081Large Value
JHKAXESG All Cap CoreNot Rated1269Large Growth
JHJAXESG Large Cap CoreNot Rated1156Large Blend
JFCAXFundamental All Cap Core1269Large Growth
TAGRXFundamental Large Cap Core1156Large Blend
JFVAXFundamental Large Cap Value1081Large Value
JASOXNew Opportunities631Small Blend
JCCAXSmall Cap Core631Small Blend
JSJAXSmall Cap Growth601Small Growth
JSCAXSmall Cap Value631Small Blend
JSGAXStrategic Growth1269Large Growth
USGLXU.S. Global Leaders Growth1269Large Growth
JHUAXU.S. Growth1269Large Growth
JVEAXValue Equity1081Large Value

Global and international

 As of 5/31/18
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JDIBXDisciplined Value Intl607Foreign Large Blend
JEVAXEmerging Markets674Diversified Emerging Mkts
JEMQXEmerging Markets EquityNot Rated674Diversified Emerging Mkts
JTQAXESG International EquityNot Rated345Foreign Large Growth
JFGAXFundamental Global Franchise726World Large Stock
JHGEXGlobal Equity726World Large Stock
JGYAXGlobal Shareholder Yield726World Large Stock
JCOAXGreater China Opportunities80China Region
GOIGXInternational Growth345Foreign Large Growth
JISAXInternational Small Company78Foreign Small/Mid Blend
JIEAXInternational Value Equity259Foreign Large Value

Income

 As of 5/31/18
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JHNBXBond871Intermediate-Term Bond
TACAXCalifornia Tax-Free Income90Muni California Long
JMKAXEmerging Markets Debt221Emerging Markets Bond
JBOAXESG Core BondNot Rated19NAIntermediate-Term Bond
JFIAXFloating Rate Income207Bank Loan
JHGIXGovernment Income223Intermediate Government
JHHBXHigh Yield584High Yield Bond
JHTFXHigh Yield Municipal Bond141High Yield Muni
JHFIXIncome258Multisector Bond
TAUSXInvestment Grade Bond871Intermediate-Term Bond
JHMXXMoney MarketNot RatedNANANA
JMBAXShort Duration Credit Opps258Multisector Bond
JHSIXSpectrum Income258Multisector Bond
JIPAXStrategic Income Opportunities258Multisector Bond
TAMBXTax-Free Bond146Muni National Long

Alternative and specialty

 As of 5/31/18
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JCUAXAbsolute Return CurrencyNot Rated46NAMulticurrency
JAAAXAlternative Asset Allocation288Multialternative
JEEBXEnduring Assets76Infrastructure
FIDAXFinancial Industries94Financial
JHAAXGlobal Absolute Return Strat288NAMultialternative
JHRAXGlobal Conservative Abs Return288NAMultialternative
JGFOXGlobal Focused StrategiesNot Rated288Multialternative
JNRAXNatural Resources121Natural Resources
JTRAXRedwood81Options-based
FRBAXRegional Bank94Financial
JSFBXSeaport Long/Short188Long-Short Equity
JTCAXTechnical Opportunities1269Large Growth

Asset allocation

 As of 5/31/18
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JIAFXIncome Allocation182Allocation--15% to 30% Equity
JLAAXMultimanager 2010 Lifetime110Target-Date 2000-2010
JLBAXMultimanager 2015 Lifetime107Target-Date 2015
JLDAXMultimanager 2020 Lifetime201Target-Date 2020
JLEAXMultimanager 2025 Lifetime176Target-Date 2025
JLFAXMultimanager 2030 Lifetime191Target-Date 2030
JLHAXMultimanager 2035 Lifetime171Target-Date 2035
JLIAXMultimanager 2040 Lifetime191Target-Date 2040
JLJAXMultimanager 2045 Lifetime171Target-Date 2045
JLKAXMultimanager 2050 Lifetime186Target-Date 2050
JLKLXMultimanager 2055 Lifetime169Target-Date 2055
JJERXMultimanager 2060 LifetimeNot RatedNATarget-Date 2060+
JALAXMultimanager Lifestyle Aggress175Allocation--85%+ Equity
JALBXMultimanager Lifestyle Balance671Allocation--50% to 70% Equity
JALRXMultimanager Lifestyle Conserv182Allocation--15% to 30% Equity
JALGXMultimanager Lifestyle Growth314Allocation--70% to 85% Equity
JALMXMultimanager Lifestyle Moderat423Allocation--30% to 50% Equity

Overall rating is based on the 3-, 5-, and 10-year (if applicable) Morningstar Risk-Adjusted Returns and accounts for variation in a fund's monthly performance. Other classes may be rated differently.

The funds have experienced negative performance for various time periods, including, but not limited to, the 3-, 5-, or 10-year periods for which the Morningstar star ratings are issued.

For each managed product (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return that accounts for variation in a fund’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10.0% of funds in each category, the next 22.5%, 35.0%, 22.5%, and bottom 10.0% receive 5, 4, 3, 2, or 1 star(s), respectively. The overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. The rating formula most heavily weights the 3-year rating, using the following calculation: 100% 3-year rating for 36 to 59 months of total returns, 60% 5-year rating/40% 3-year rating for 60 to 119 months of total returns, and 50% 10-year rating/30% 5-year rating/20% 3-year rating for 120 or more months of total returns. Star ratings do not reflect the effect of any applicable sales load. Past performance does not guarantee future results.

Balanced:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 671 funds, 3 stars out of 616 funds and 3 stars out of 440 funds for the 3-, 5- and 10-year periods, respectively.

Blue Chip Growth:

Overall: As of 5/31/18 the Fund was rated 5 stars out of 1269 funds, 5 stars out of 1151 funds and 4 stars out of 836 funds for the 3-, 5- and 10-year periods, respectively.

Classic Value:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 1081 funds, 3 stars out of 947 funds and 2 stars out of 683 funds for the 3-, 5- and 10-year periods, respectively.

Disciplined Value:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 1081 funds, 3 stars out of 947 funds and 4 stars out of 683 funds for the 3-, 5- and 10-year periods, respectively.

Disciplined Value Mid Cap:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 366 funds, 5 stars out of 330 funds and 5 stars out of 234 funds for the 3-, 5- and 10-year periods, respectively.

Equity Income:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 1081 funds, 2 stars out of 947 funds and 3 stars out of 683 funds for the 3-, 5- and 10-year periods, respectively.

ESG All Cap Core:

The fund has not yet been rated by Morningstar.

ESG Large Cap Core:

The fund has not yet been rated by Morningstar.

Fundamental All Cap Core:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 1269 funds and 2 stars out of 1151 funds for the 3- and 5-year periods, respectively.

Fundamental Large Cap Core:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 1156 funds, 3 stars out of 1033 funds and 1 stars out of 768 funds for the 3-, 5- and 10-year periods, respectively.

Fundamental Large Cap Value:

Overall: As of 5/31/18 the Fund was rated 1 stars out of 1081 funds and 1 stars out of 947 funds for the 3- and 5-year periods, respectively.

New Opportunities:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 631 funds, 3 stars out of 538 funds and 2 stars out of 392 funds for the 3-, 5- and 10-year periods, respectively.

Small Cap Core:

Overall: As of 5/31/18 the Fund was rated 4 stars out of 631 funds for the 3-year period.

Small Cap Growth:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 601 funds, 3 stars out of 538 funds and 3 stars out of 407 funds for the 3-, 5- and 10-year periods, respectively.

Small Cap Value:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 631 funds and 2 stars out of 538 funds for the 3- and 5-year periods, respectively.

Strategic Growth:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 1269 funds and 3 stars out of 1151 funds for the 3- and 5-year periods, respectively.

U.S. Global Leaders Growth:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 1269 funds, 2 stars out of 1151 funds and 4 stars out of 836 funds for the 3-, 5- and 10-year periods, respectively.

U.S. Growth:

Overall: As of 5/31/18 the Fund was rated 4 stars out of 1269 funds, 2 stars out of 1151 funds and 4 stars out of 836 funds for the 3-, 5- and 10-year periods, respectively.

Value Equity:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 1081 funds for the 3-year period.

Disciplined Value Intl:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 607 funds and 3 stars out of 528 funds for the 3- and 5-year periods, respectively.

Emerging Markets:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 674 funds, 3 stars out of 486 funds and 3 stars out of 202 funds for the 3-, 5- and 10-year periods, respectively.

Emerging Markets Equity:

The fund has not yet been rated by Morningstar.

ESG International Equity:

The fund has not yet been rated by Morningstar.

Fundamental Global Franchise:

Overall: As of 5/31/18 the Fund was rated 4 stars out of 726 funds and 4 stars out of 602 funds for the 3- and 5-year periods, respectively.

Global Equity:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 726 funds and 2 stars out of 602 funds for the 3- and 5-year periods, respectively.

Global Shareholder Yield:

Overall: As of 5/31/18 the Fund was rated 1 stars out of 726 funds, 2 stars out of 602 funds and 4 stars out of 353 funds for the 3-, 5- and 10-year periods, respectively.

Greater China Opportunities:

Overall: As of 5/31/18 the Fund was rated 4 stars out of 80 funds, 4 stars out of 69 funds and 3 stars out of 41 funds for the 3-, 5- and 10-year periods, respectively.

International Growth:

Overall: As of 5/31/18 the Fund was rated 4 stars out of 345 funds, 5 stars out of 307 funds and 5 stars out of 216 funds for the 3-, 5- and 10-year periods, respectively.

International Small Company:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 78 funds, 3 stars out of 58 funds and 2 stars out of 41 funds for the 3-, 5- and 10-year periods, respectively.

International Value Equity:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 259 funds, 3 stars out of 221 funds and 4 stars out of 134 funds for the 3-, 5- and 10-year periods, respectively.

Bond:

Overall: As of 5/31/18 the Fund was rated 4 stars out of 871 funds, 4 stars out of 786 funds and 5 stars out of 561 funds for the 3-, 5- and 10-year periods, respectively.

California Tax-Free Income:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 90 funds, 3 stars out of 86 funds and 3 stars out of 70 funds for the 3-, 5- and 10-year periods, respectively.

Emerging Markets Debt:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 221 funds and 3 stars out of 152 funds for the 3- and 5-year periods, respectively.

ESG Core Bond:

The fund has not yet been rated by Morningstar.

Floating Rate Income:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 207 funds, 2 stars out of 168 funds and 3 stars out of 80 funds for the 3-, 5- and 10-year periods, respectively.

Government Income:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 223 funds, 2 stars out of 215 funds and 3 stars out of 161 funds for the 3-, 5- and 10-year periods, respectively.

High Yield:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 584 funds, 3 stars out of 490 funds and 1 stars out of 321 funds for the 3-, 5- and 10-year periods, respectively.

High Yield Municipal Bond:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 141 funds, 3 stars out of 119 funds and 3 stars out of 79 funds for the 3-, 5- and 10-year periods, respectively.

Income:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 258 funds, 2 stars out of 204 funds and 3 stars out of 122 funds for the 3-, 5- and 10-year periods, respectively.

Investment Grade Bond:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 871 funds, 3 stars out of 786 funds and 4 stars out of 561 funds for the 3-, 5- and 10-year periods, respectively.

Money Market:

The fund has not yet been rated by Morningstar.

Short Duration Credit Opps:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 258 funds and 2 stars out of 204 funds for the 3- and 5-year periods, respectively.

Spectrum Income:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 258 funds, 3 stars out of 204 funds and 3 stars out of 122 funds for the 3-, 5- and 10-year periods, respectively.

Strategic Income Opportunities:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 258 funds, 3 stars out of 204 funds and 4 stars out of 122 funds for the 3-, 5- and 10-year periods, respectively.

Tax-Free Bond:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 146 funds, 3 stars out of 126 funds and 3 stars out of 105 funds for the 3-, 5- and 10-year periods, respectively.

Absolute Return Currency:

The fund has not yet been rated by Morningstar.

Alternative Asset Allocation:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 288 funds and 3 stars out of 148 funds for the 3- and 5-year periods, respectively.

Enduring Assets:

Overall: As of 5/31/18 the Fund was rated 4 stars out of 76 funds for the 3-year period.

Financial Industries:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 94 funds, 2 stars out of 90 funds and 3 stars out of 70 funds for the 3-, 5- and 10-year periods, respectively.

Global Absolute Return Strat:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 288 funds and 2 stars out of 148 funds for the 3- and 5-year periods, respectively.

Global Conservative Abs Return:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 288 funds for the 3-year period.

Global Focused Strategies:

The fund has not yet been rated by Morningstar.

Natural Resources:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 121 funds, 1 stars out of 116 funds and 1 stars out of 75 funds for the 3-, 5- and 10-year periods, respectively.

Redwood:

Overall: As of 5/31/18 the Fund was rated 2 stars out of 81 funds and 2 stars out of 46 funds for the 3- and 5-year periods, respectively.

Regional Bank:

Overall: As of 5/31/18 the Fund was rated 5 stars out of 94 funds, 5 stars out of 90 funds and 5 stars out of 70 funds for the 3-, 5- and 10-year periods, respectively.

Seaport Long/Short:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 188 funds for the 3-year period.

Technical Opportunities:

Overall: As of 5/31/18 the Fund was rated 1 stars out of 1269 funds and 2 stars out of 1151 funds for the 3- and 5-year periods, respectively.

Income Allocation:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 182 funds for the 3-year period.

Multimanager 2010 Lifetime:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 110 funds, 2 stars out of 87 funds and 2 stars out of 76 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2015 Lifetime:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 107 funds, 3 stars out of 74 funds and 2 stars out of 49 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2020 Lifetime:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 201 funds, 3 stars out of 159 funds and 2 stars out of 105 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2025 Lifetime:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 176 funds, 4 stars out of 137 funds and 2 stars out of 72 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2030 Lifetime:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 191 funds, 4 stars out of 149 funds and 2 stars out of 95 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2035 Lifetime:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 171 funds, 4 stars out of 132 funds and 2 stars out of 67 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2040 Lifetime:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 191 funds, 4 stars out of 149 funds and 3 stars out of 95 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2045 Lifetime:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 171 funds, 3 stars out of 132 funds and 3 stars out of 66 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2050 Lifetime:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 186 funds and 3 stars out of 144 funds for the 3- and 5-year periods, respectively.

Multimanager 2055 Lifetime:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 169 funds for the 3-year period.

Multimanager 2060 Lifetime:

The fund has not yet been rated by Morningstar.

Multimanager Lifestyle Aggress:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 175 funds, 3 stars out of 153 funds and 2 stars out of 115 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Balance:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 671 funds, 3 stars out of 616 funds and 2 stars out of 440 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Conserv:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 182 funds, 3 stars out of 147 funds and 4 stars out of 83 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Growth:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 314 funds, 3 stars out of 275 funds and 3 stars out of 204 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Moderat:

Overall: As of 5/31/18 the Fund was rated 3 stars out of 423 funds, 3 stars out of 354 funds and 3 stars out of 258 funds for the 3-, 5- and 10-year periods, respectively.

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