Moderate Allocation Balanced Fund

 
Moderate Allocation Balanced Fund top ^
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for blpbx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for blpfx investment picks
  • Holdings: 90day Eur Futr Sep14 Xcme 20140915 , iShares MSCI EAFE , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 , GNMA , Us 2yr Note (Cbt) Sep14 Xcbt 20140930 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbldx investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Chevron Corp , US Treasury Note 1.25% , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for faigx investment picks
  • Holdings: US Treasury Note 1% , Apple Inc , US Treasury Note 1.75% , US Treasury Note 3.5% , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pgeox investment picks
  • Holdings: US Treasury Note 1% , Apple Inc , US Treasury Note 1.75% , US Treasury Note 3.5% , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pgebx investment picks
  • Holdings: Apple Inc , US Treasury Bond 3.625% , FNMA , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for dvibx investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sabpx investment picks
  • Holdings: Loomis Sayles Bond Instl , First Eagle Global A , Wells Fargo Advantage Growth Adm , SPDR S&P MidCap 400 , Harding Loevner International Eq Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ncipx investment picks
  • Holdings: 90day Eur Futr Sep14 Xcme 20140915 , iShares MSCI EAFE , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 , GNMA , Us 2yr Note (Cbt) Sep14 Xcbt 20140930 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for mmbdx 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 ogbbx 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: 2 Stars
Sign-up for ogiax investment picks
  • Holdings: 90day Eur Futr Sep14 Xcme 20140915 , iShares MSCI EAFE , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 , GNMA , Us 2yr Note (Cbt) Sep14 Xcbt 20140930 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mmblx investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell Emerging Markets Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rblsx investment picks
  • Holdings: Walt Disney Co , Sigma-Aldrich Corporation , Exxon Mobil Corporation , Johnson & Johnson , Archer-Daniels Midland Company ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for stfbx investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Chevron Corp , US Treasury Note 1.25% , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for faiox investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell Emerging Markets Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rbldx 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 ogbcx investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Chevron Corp , US Treasury Note 1.25% , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fabcx investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Chevron Corp , US Treasury Note 1.25% , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fablx 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.

Moderate Allocation 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry |  Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry

Previous: Mobility Market Research  |  Next: Moderate Allocation Bond Funds