Conservative Allocation Equity Fund

 
Conservative Allocation Equity Fund top ^
  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Capital Accumulation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cclax investment picks
  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Capital Accumulation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for calcx investment picks
  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Capital Accumulation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cclax investment picks
  • Holdings: TCW Total Return Bond I , TCW Select Equities I , Metropolitan West Total Return Bond I , TCW Relative Value Large Cap I , TCW Relative Value Mid Cap I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tgpcx investment picks
  • Holdings: TCW Total Return Bond I , TCW Select Equities I , Metropolitan West Total Return Bond I , TCW Relative Value Large Cap I , TCW Relative Value Mid Cap I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tgpnx investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity IS , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for svcax investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity IS , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for scctx investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity IS , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for scclx investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity IS , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svcax investment picks
  • Holdings: Frost Total Return Bond A , SPDR® S&P 500 ETF , Vanguard Total Bond Market Index Adm , Metropolitan West Total Return Bond I , Frost Growth Equity A ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fdsfx investment picks
  • Holdings: Frost Total Return Bond A , SPDR® S&P 500 ETF , Vanguard Total Bond Market Index Adm , Metropolitan West Total Return Bond I , Frost Growth Equity A ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fdsfx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oicax investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ocgcx investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for saipx investment picks
  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Equity Y , Russell Global Opportunistic Credit Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rclcx investment picks
  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Equity Y , Russell Global Opportunistic Credit Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rclsx investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbipx investment picks
  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Equity Y , Russell Global Opportunistic Credit Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rclex investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oncfx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oicgx 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
Conservative Allocation Equity Fund
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol |  Title Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry |  Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry

Previous: Conservative Allocation Bond Funds  |  Next: Conservative Allocation ETF