Conservative Equity Fund

 
Conservative Equity Fund top ^
  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert Small Cap I , Calvert International Equity 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 Small Cap I , Calvert International Equity 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 Small Cap I , Calvert International Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cclax 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
  • Holdings: Vanguard Intermediate-Term Corp Bd ETF , Vanguard Total Bond Market ETF , JHFunds2 Strategic Equity Allc NAV , SPDR┬« Barclays High Yield Bond ETF , PowerShares Senior Loan ETF ,
  • Category: Conservative Allocation
Sign-up for jlcsx 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 scipx 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 rclax investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Floating Rate I , Mainstay US Equity Opportunities I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mckax investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Floating Rate I , Mainstay US Equity Opportunities I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mckbx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Floating Rate I , Mainstay US Equity Opportunities I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mckcx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Floating Rate I , Mainstay US Equity Opportunities I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mckix investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth US Gov Sec Ultra-Short Bd I , RidgeWorth Large Cap Growth Stock IS , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for svcax 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.

Conservative 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 |  Most Recent Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry |  Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry

Previous: Conservative Bond Funds  |  Next: Conservative ETF