Energy Balanced Fund

 
Energy Balanced Fund top ^
  • Holdings: 3D Systems Corporation , Howard Hughes Corp , Sanchez Energy Corp , B/E Aerospace Inc , Leggett & Platt, Inc. ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for villx investment picks
  • Holdings: Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Intl Dividend Inc I , Lord Abbett Convertible I , Lord Abbett Calibrated Mid Cap Val I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for labfx investment picks
  • Holdings: Google Inc Class A , Microsoft Corporation , Johnson & Johnson , Pfizer Inc , EMC Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aoblx investment picks
  • Holdings: Barrick Gold 6.95% , Apple Inc , Wells Fargo Co Mtn Be 3.45% , Citigroup 3.375% , FHLMC 4% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for adbax investment picks
  • Holdings: Chicago Bridge & Iron Company , Kirby Corp. , Navistar International Corp , Qualcomm, Inc. , National Oilwell Varco, Inc. ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for paabx investment picks
  • Holdings: Hewlett-Packard Co , Capital One Financial Corp , Microsoft Corporation , Wells Fargo & Co , Comcast Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for dodbx investment picks
  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.25% , US Treasury Note 1.75% , US Treasury Note 2.75% , US Treasury Note 0.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbaix investment picks
  • Holdings: StanCorp Financial Group, Inc. , Corning Inc , Prudential Financial Inc , E-L Financial Corporation Limited , Assurant Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for frbsx investment picks
  • Holdings: US Treasury Bond 2.875% , S+p500 Emini Fut Mar14 Xcme 20140321 , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aabpx investment picks
  • Holdings: Illumina, Inc. , Avago Technologies Ltd , US Treasury Note 0.625% , Amer Express Credit 2012-4 FRN , Alliance Data Systems Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for nbabx investment picks
  • Holdings: US Treasury Bond 2.875% , S+p500 Emini Fut Mar14 Xcme 20140321 , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aadbx investment picks
  • Holdings: Apple Inc , Trinity Industries, Inc. , Macy's Inc , Google Inc Class A , Alaska Air Group, Inc. ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pbcbx investment picks
  • Holdings: Becton Dickinson & Co , US Treasury Note 0.25% , Apple Inc , Morgan Stanley , BlackRock Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for paxwx investment picks
  • Holdings: Apple Inc , Trinity Industries, Inc. , Macy's Inc , Google Inc Class A , Alaska Air Group, Inc. ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for phblx investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
Sign-up for macpx investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbcpx investment picks
  • Holdings: L Brands Inc , Anheuser-Busch Inbev SA ADR , PNC Financial Services Group Inc , Estee Lauder Cos Inc Class A , Pentair Ltd ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ibnax investment picks
  • Holdings: Qualcomm, Inc. , JPMorgan Chase & Co , Microsoft Corporation , Google Inc Class A , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svbbx investment picks
  • Holdings: Qualcomm, Inc. , JPMorgan Chase & Co , Microsoft Corporation , Google Inc Class A , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svbax investment picks
  • Holdings: FHLMC 5.25% , Apple Inc , US Treasury Note 4.25% , Google Inc Class A , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jambx 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.

Energy 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 |  Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry

Previous: Energy Assistance  |  Next: Energy Bill