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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 9/30/17
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
SVBAXBalanced725Allocation--50% to 70% Equity
JBGAXBlue Chip Growth1259Large Growth
PZFVXClassic Value1108Large Value
JVLAXDisciplined Value1108Large Value
JVMAXDisciplined Value Mid Cap354Mid-Cap Blend
JHEIXEquity Income1108Large Value
JHKAXESG All Cap CoreNot Rated1259Large Growth
JHJAXESG Large Cap CoreNot Rated1218Large Blend
JFCAXFundamental All Cap Core1259Large Growth
TAGRXFundamental Large Cap Core1218Large Blend
JFVAXFundamental Large Cap Value1108Large Value
JASOXNew Opportunities653Small Blend
JCCAXSmall Cap Core653Small Blend
JSCAXSmall Cap Value653Small Blend
JCSAXSmall Company653Small Blend
JSGAXStrategic Growth1259Large Growth
USGLXU.S. Global Leaders Growth1259Large Growth
JHUAXU.S. Growth1259Large Growth
JVEAXValue Equity1108Large Value

Global and international

 As of 9/30/17
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JDIBXDisciplined Value Intl598Foreign Large Blend
JEVAXEmerging Markets642Diversified Emerging Mkts
JEMQXEmerging Markets EquityNot Rated642Diversified Emerging Mkts
JTQAXESG International EquityNot Rated598Foreign Large Blend
JFGAXFundamental Global Franchise703World Large Stock
JHGEXGlobal Equity703World Large Stock
JGYAXGlobal Shareholder Yield703World Large Stock
JCOAXGreater China Opportunities89China Region
GOIGXInternational Growth325Foreign Large Growth
JISAXInternational Small Company72Foreign Small/Mid Blend
JIEAXInternational Value Equity261Foreign Large Value

Income

 As of 9/30/17
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JHNBXBond852Intermediate-Term Bond
TACAXCalifornia Tax-Free Income87Muni California Long
JMKAXEmerging Markets Debt226Emerging Markets Bond
JBOAXESG Core BondNot Rated19NAIntermediate-Term Bond
JFIAXFloating Rate Income209Bank Loan
JYGAXGlobal Income601High Yield Bond
JHGIXGovernment Income243Intermediate Government
JHHBXHigh Yield601High Yield Bond
JHTFXHigh Yield Municipal Bond146High Yield Muni
JHFIXIncome246Multisector Bond
TAUSXInvestment Grade Bond852Intermediate-Term Bond
JHMXXMoney MarketNot RatedNANANA
JMBAXShort Duration Credit Opps246Multisector Bond
JHSIXSpectrum Income246Multisector Bond
JIPAXStrategic Income Opportunities246Multisector Bond
TAMBXTax-Free Bond139Muni National Long

Alternative and specialty

 As of 9/30/17
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JCUAXAbsolute Return CurrencyNot Rated48NAMulticurrency
JAAAXAlternative Asset Allocation253Multialternative
JEEBXEnduring Assets74Infrastructure
FIDAXFinancial Industries100Financial
JHAAXGlobal Absolute Return Strat253NAMultialternative
JHRAXGlobal Conservative Abs Return264NANontraditional Bond
JGFOXGlobal Focused StrategiesNot Rated253Multialternative
JNRAXNatural Resources128Natural Resources
JTRAXRedwood79Option Writing
FRBAXRegional Bank100Financial
JSFBXSeaport198Long-Short Equity
JTCAXTechnical Opportunities1259Large Growth

Asset allocation

 As of 9/30/17
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JIAFXIncome AllocationNot Rated175Allocation--15% to 30% Equity
JLAAXMultimanager 2010 Lifetime88Target-Date 2000-2010
JLBAXMultimanager 2015 Lifetime90Target-Date 2015
JLDAXMultimanager 2020 Lifetime188Target-Date 2020
JLEAXMultimanager 2025 Lifetime162Target-Date 2025
JLFAXMultimanager 2030 Lifetime188Target-Date 2030
JLHAXMultimanager 2035 Lifetime162Target-Date 2035
JLIAXMultimanager 2040 Lifetime188Target-Date 2040
JLJAXMultimanager 2045 Lifetime162Target-Date 2045
JLKAXMultimanager 2050 Lifetime180Target-Date 2050
JLKLXMultimanager 2055 Lifetime149Target-Date 2055
JJERXMultimanager 2060 LifetimeNot RatedNATarget-Date 2060+
JALAXMultimanager Lifestyle Aggress156Allocation--85%+ Equity
JALBXMultimanager Lifestyle Balance725Allocation--50% to 70% Equity
JALRXMultimanager Lifestyle Conserv175Allocation--15% to 30% Equity
JALGXMultimanager Lifestyle Growth319Allocation--70% to 85% Equity
JALMXMultimanager Lifestyle Moderat395Allocation--30% to 50% Equity

Overall Rating is based on the 3-, 5- and 10-year 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 three, five or ten-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 three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The rating formula most heavily weights the three year rating, using the following calculation: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Past performance does not guarantee future results.

Balanced:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 725 funds, 4 stars out of 664 funds and 4 stars out of 458 funds for the 3-, 5- and 10-year periods, respectively.

Blue Chip Growth:

Overall: As of 9/30/17 the Fund was rated 5 stars out of 1259 funds, 4 stars out of 1125 funds and 4 stars out of 800 funds for the 3-, 5- and 10-year periods, respectively.

Classic Value:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 1108 funds, 4 stars out of 962 funds and 1 stars out of 689 funds for the 3-, 5- and 10-year periods, respectively.

Disciplined Value:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 1108 funds, 3 stars out of 962 funds and 4 stars out of 689 funds for the 3-, 5- and 10-year periods, respectively.

Disciplined Value Mid Cap:

Overall: As of 9/30/17 the Fund was rated 5 stars out of 354 funds, 5 stars out of 321 funds and 5 stars out of 215 funds for the 3-, 5- and 10-year periods, respectively.

Equity Income:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 1108 funds, 2 stars out of 962 funds and 3 stars out of 689 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 9/30/17 the Fund was rated 3 stars out of 1259 funds and 3 stars out of 1125 funds for the 3- and 5-year periods, respectively.

Fundamental Large Cap Core:

Overall: As of 9/30/17 the Fund was rated 4 stars out of 1218 funds, 3 stars out of 1083 funds and 3 stars out of 799 funds for the 3-, 5- and 10-year periods, respectively.

Fundamental Large Cap Value:

Overall: As of 9/30/17 the Fund was rated 2 stars out of 1108 funds and 3 stars out of 962 funds for the 3- and 5-year periods, respectively.

New Opportunities:

Overall: As of 9/30/17 the Fund was rated 2 stars out of 653 funds, 3 stars out of 554 funds and 2 stars out of 393 funds for the 3-, 5- and 10-year periods, respectively.

Small Cap Core:

Overall: As of 9/30/17 the Fund was rated 5 stars out of 653 funds for the 3-year period.

Small Cap Value:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 653 funds and 2 stars out of 554 funds for the 3- and 5-year periods, respectively.

Small Company:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 653 funds and 2 stars out of 554 funds for the 3- and 5-year periods, respectively.

Strategic Growth:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 1259 funds and 3 stars out of 1125 funds for the 3- and 5-year periods, respectively.

U.S. Global Leaders Growth:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 1259 funds, 2 stars out of 1125 funds and 4 stars out of 800 funds for the 3-, 5- and 10-year periods, respectively.

U.S. Growth:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 1259 funds, 2 stars out of 1125 funds and 3 stars out of 800 funds for the 3-, 5- and 10-year periods, respectively.

Value Equity:

Overall: As of 9/30/17 the Fund was rated 4 stars out of 1108 funds for the 3-year period.

Disciplined Value Intl:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 598 funds and 4 stars out of 533 funds for the 3- and 5-year periods, respectively.

Emerging Markets:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 642 funds, 3 stars out of 447 funds and 3 stars out of 183 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 9/30/17 the Fund was rated 5 stars out of 703 funds and 4 stars out of 583 funds for the 3- and 5-year periods, respectively.

Global Equity:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 703 funds for the 3-year period.

Global Shareholder Yield:

Overall: As of 9/30/17 the Fund was rated 2 stars out of 703 funds, 2 stars out of 583 funds and 4 stars out of 320 funds for the 3-, 5- and 10-year periods, respectively.

Greater China Opportunities:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 89 funds, 4 stars out of 76 funds and 3 stars out of 40 funds for the 3-, 5- and 10-year periods, respectively.

International Growth:

Overall: As of 9/30/17 the Fund was rated 5 stars out of 325 funds, 5 stars out of 280 funds and 5 stars out of 192 funds for the 3-, 5- and 10-year periods, respectively.

International Small Company:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 72 funds, 3 stars out of 63 funds and 3 stars out of 36 funds for the 3-, 5- and 10-year periods, respectively.

International Value Equity:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 261 funds, 2 stars out of 210 funds and 3 stars out of 136 funds for the 3-, 5- and 10-year periods, respectively.

Bond:

Overall: As of 9/30/17 the Fund was rated 4 stars out of 852 funds, 5 stars out of 773 funds and 5 stars out of 546 funds for the 3-, 5- and 10-year periods, respectively.

California Tax-Free Income:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 87 funds, 3 stars out of 77 funds and 3 stars out of 65 funds for the 3-, 5- and 10-year periods, respectively.

Emerging Markets Debt:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 226 funds and 3 stars out of 128 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 9/30/17 the Fund was rated 1 stars out of 209 funds and 2 stars out of 158 funds for the 3- and 5-year periods, respectively.

Global Income:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 601 funds and 1 stars out of 485 funds for the 3- and 5-year periods, respectively.

Government Income:

Overall: As of 9/30/17 the Fund was rated 2 stars out of 243 funds, 3 stars out of 233 funds and 3 stars out of 173 funds for the 3-, 5- and 10-year periods, respectively.

High Yield:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 601 funds, 4 stars out of 485 funds and 1 stars out of 319 funds for the 3-, 5- and 10-year periods, respectively.

High Yield Municipal Bond:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 146 funds, 2 stars out of 118 funds and 4 stars out of 85 funds for the 3-, 5- and 10-year periods, respectively.

Income:

Overall: As of 9/30/17 the Fund was rated 2 stars out of 246 funds, 3 stars out of 197 funds and 4 stars out of 111 funds for the 3-, 5- and 10-year periods, respectively.

Investment Grade Bond:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 852 funds, 4 stars out of 773 funds and 4 stars out of 546 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 9/30/17 the Fund was rated 2 stars out of 246 funds and 2 stars out of 197 funds for the 3- and 5-year periods, respectively.

Spectrum Income:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 246 funds, 3 stars out of 197 funds and 3 stars out of 111 funds for the 3-, 5- and 10-year periods, respectively.

Strategic Income Opportunities:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 246 funds, 3 stars out of 197 funds and 4 stars out of 111 funds for the 3-, 5- and 10-year periods, respectively.

Tax-Free Bond:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 139 funds, 3 stars out of 130 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 9/30/17 the Fund was rated 3 stars out of 253 funds and 3 stars out of 154 funds for the 3- and 5-year periods, respectively.

Enduring Assets:

Overall: As of 9/30/17 the Fund was rated 4 stars out of 74 funds for the 3-year period.

Financial Industries:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 100 funds, 3 stars out of 94 funds and 3 stars out of 72 funds for the 3-, 5- and 10-year periods, respectively.

Global Absolute Return Strat:

Overall: As of 9/30/17 the Fund was rated 2 stars out of 253 funds and 2 stars out of 154 funds for the 3- and 5-year periods, respectively.

Global Conservative Abs Return:

Overall: As of 9/30/17 the Fund was rated 2 stars out of 264 funds for the 3-year period.

Global Focused Strategies:

The fund has not yet been rated by Morningstar.

Natural Resources:

Overall: As of 9/30/17 the Fund was rated 2 stars out of 128 funds, 2 stars out of 115 funds and 2 stars out of 71 funds for the 3-, 5- and 10-year periods, respectively.

Redwood:

Overall: As of 9/30/17 the Fund was rated 2 stars out of 79 funds and 1 stars out of 34 funds for the 3- and 5-year periods, respectively.

Regional Bank:

Overall: As of 9/30/17 the Fund was rated 5 stars out of 100 funds, 5 stars out of 94 funds and 4 stars out of 72 funds for the 3-, 5- and 10-year periods, respectively.

Seaport:

Overall: As of 9/30/17 the Fund was rated 4 stars out of 198 funds for the 3-year period.

Technical Opportunities:

Overall: As of 9/30/17 the Fund was rated 1 stars out of 1259 funds and 2 stars out of 1125 funds for the 3- and 5-year periods, respectively.

Income Allocation:

The fund has not yet been rated by Morningstar.

Multimanager 2010 Lifetime:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 88 funds, 3 stars out of 66 funds and 3 stars out of 54 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2015 Lifetime:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 90 funds, 3 stars out of 64 funds and 2 stars out of 32 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2020 Lifetime:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 188 funds, 4 stars out of 155 funds and 2 stars out of 89 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2025 Lifetime:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 162 funds, 4 stars out of 124 funds and 2 stars out of 57 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2030 Lifetime:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 188 funds, 4 stars out of 155 funds and 2 stars out of 89 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2035 Lifetime:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 162 funds, 4 stars out of 124 funds and 2 stars out of 57 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2040 Lifetime:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 188 funds, 3 stars out of 155 funds and 3 stars out of 89 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2045 Lifetime:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 162 funds, 3 stars out of 123 funds and 3 stars out of 55 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2050 Lifetime:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 180 funds and 3 stars out of 144 funds for the 3- and 5-year periods, respectively.

Multimanager 2055 Lifetime:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 149 funds for the 3-year period.

Multimanager 2060 Lifetime:

The fund has not yet been rated by Morningstar.

Multimanager Lifestyle Aggress:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 156 funds, 3 stars out of 131 funds and 2 stars out of 105 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Balance:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 725 funds, 3 stars out of 664 funds and 2 stars out of 458 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Conserv:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 175 funds, 3 stars out of 149 funds and 4 stars out of 80 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Growth:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 319 funds, 3 stars out of 284 funds and 3 stars out of 202 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Moderat:

Overall: As of 9/30/17 the Fund was rated 3 stars out of 395 funds, 3 stars out of 356 funds and 3 stars out of 257 funds for the 3-, 5- and 10-year periods, respectively.

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