Consumer Balanced Fund

 
Consumer Balanced Fund top ^
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for vreax investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for vrecx investment picks
  • Holdings: iShares Intermediate Credit Bond , US Treasury Note 0.875% , US Treasury Note 0.5% , US Treasury Note 2% , US Treasury Note 0.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for mbaix investment picks
  • Holdings: Alcoa Inc , Corning Inc , Archer-Daniels Midland Co , Bunge Ltd , StanCorp Financial Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for frbsx investment picks
  • Holdings: S+p500 Emini Fut Dec14 Xcme 20141219 , US Treasury Bond 2.875% , JPMorgan Chase & Co , Citigroup Inc , Bank of America Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aabpx investment picks
  • Holdings: Apple Inc , Amgen Inc , Wells Fargo & Co , FedEx Corp , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for csgcx investment picks
  • Holdings: Us 2yr Note (Cbt) Dec14 Xcbt 20141231 , iShares MSCI EAFE , Fed Natl Mort Assc 2.5% , Vanguard FTSE Developed Markets ETF , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbldx investment picks
  • Holdings: Apple Inc , Citigroup Inc , JPMorgan Chase & Co , US Treasury Bond 3.875% , Comcast Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cbalx investment picks
  • Holdings: S+p500 Emini Fut Dec14 Xcme 20141219 , US Treasury Bond 2.875% , JPMorgan Chase & Co , Citigroup Inc , Bank of America Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for aadbx investment picks
  • Holdings: Alaska Air Group Inc , MasterCard Inc Class A , Southwest Airlines Co , Archer-Daniels Midland Co , Western Digital Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pbcbx investment picks
  • Holdings: Nuveen Tactical Market Opportunities I , Nuveen Core Bond I , Nuveen Core Plus Bond I , Nuveen Dividend Value R6 , Nuveen High Yield Municipal Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsksx investment picks
  • Holdings: Alaska Air Group Inc , MasterCard Inc Class A , Southwest Airlines Co , Archer-Daniels Midland Co , Western Digital Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for phblx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oibfx investment picks
  • Holdings: Apple Inc , GNMA 4.5% , Visa Inc Class A , CVS Health Corp , US Treasury Bond 2.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sibax investment picks
  • Holdings: PNC Financial Services Group Inc , Union Pacific Corp , L Brands Inc , JPMorgan Chase & Co , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ibnax investment picks
  • Holdings: S+p 500 Future Dec14 Xcme 20141218 , FHLMC CMO 7.5% , Apple Inc , US Treasury Bond 4.25% , FNMA CMO 6.25% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nvmbx investment picks
  • Holdings: US Treasury Note 2.75% , US Treasury Note 1.5% , US Treasury Note 0.375% , US Treasury Note 1.5% , US Treasury Bond 3.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for glrbx investment picks
  • Holdings: Apple Inc , FHLMC 5.25% , US Treasury Note 4.25% , Actavis PLC , General Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jambx investment picks
  • Holdings: LyondellBasell Industries NV , US Treasury Note 1.375% , E I du Pont de Nemours & Company , Apple Inc , Nike Inc Class B ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jabax investment picks
  • Holdings: Apple Inc , Johnson & Johnson , US Treasury Note 1.625% , US Treasury Note 1.375% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for twbix 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.

Consumer Balanced 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: Consulting Companies  |  Next: Consumer Banking