Low Return Equity Fund

 
Low Return Equity Fund top ^
  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for prvlx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for prvyx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 500 Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for prrzx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 500 Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for przzx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for prvlx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 500 Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for prrzx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for prrwx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for prryx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for prrwx investment picks
  • Holdings: RidgeWorth Total Return Bond I , RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , iShares Core US Aggregate Bond , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clvbx investment picks
  • Holdings: RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I , iShares Core S&P 500 , RidgeWorth Total Return Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cvmgx investment picks
  • Holdings: RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , RidgeWorth Total Return Bond I , RidgeWorth Mid-Cap Value Equity I , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clvgx investment picks
  • Holdings: RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , RidgeWorth Total Return Bond I , RidgeWorth Mid-Cap Value Equity I , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sgiax investment picks
  • Holdings: RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I , iShares Core S&P 500 , RidgeWorth Total Return Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for slaax investment picks
  • Holdings: RidgeWorth Total Return Bond I , RidgeWorth Large Cap Growth Stock I , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for svcax investment picks
  • Holdings: RidgeWorth Total Return Bond I , RidgeWorth Large Cap Growth Stock I , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for scctx investment picks
  • Holdings: RidgeWorth Total Return Bond I , RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , iShares Core US Aggregate Bond , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for svmax investment picks
  • Holdings: RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , RidgeWorth Total Return Bond I , RidgeWorth Mid-Cap Value Equity I , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sgiax investment picks
  • Holdings: RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I , iShares Core S&P 500 , RidgeWorth Total Return Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for clvlx investment picks
  • Holdings: RidgeWorth Total Return Bond I , RidgeWorth Large Cap Growth Stock I , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for scclx 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.

Low Return 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry |  Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry

Previous: Low Return Bond Funds  |  Next: Low Return Fund