Moderate Allocation Equity Fund

 
Moderate Allocation Equity Fund top ^
  • Holdings: Equity, Bond, iShares MSCI Emerging Markets Index, Vanguard REIT Index ETF, Nuveen High Yield Municipal Bond I, JPMorgan Alerian MLP Index ETN, iShares Barclays TIPS Bond
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for aaxax.lw investment picks
  • Holdings: Equity, Bond, iShares MSCI Emerging Markets Index, Vanguard REIT Index ETF, Nuveen High Yield Municipal Bond I, JPMorgan Alerian MLP Index ETN, iShares Barclays TIPS Bond
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for aaxax investment picks
  • Holdings: Equity, Bond, Vanguard FTSE Europe ETF, iShares Barclays TIPS Bond, iShares iBoxx $ Invest Grade Corp Bond, iShares iBoxx $ High Yield Corporate Bd, SPDR S&P 500
  • Category: Moderate Allocation
Sign-up for vaaax.lw investment picks
  • Holdings: Equity, Bond, Vanguard FTSE Europe ETF, iShares Barclays TIPS Bond, iShares iBoxx $ Invest Grade Corp Bond, iShares iBoxx $ High Yield Corporate Bd, SPDR S&P 500
  • Category: Moderate Allocation
Sign-up for vaaax investment picks
  • Holdings: Equity, Bond, Vanguard FTSE Europe ETF, iShares Barclays TIPS Bond, iShares iBoxx $ Invest Grade Corp Bond, iShares iBoxx $ High Yield Corporate Bd, SPDR S&P 500
  • Category: Moderate Allocation
Sign-up for vaacx investment picks
  • Holdings: Equity, Bond, Vanguard FTSE Europe ETF, iShares Barclays TIPS Bond, iShares iBoxx $ Invest Grade Corp Bond, iShares iBoxx $ High Yield Corporate Bd, SPDR S&P 500
  • Category: Moderate Allocation
Sign-up for vaisx investment picks
  • Holdings: Equity, Bond, iShares MSCI Emerging Markets Index, Vanguard REIT Index ETF, Nuveen High Yield Municipal Bond I, JPMorgan Alerian MLP Index ETN, iShares Barclays TIPS Bond
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aaxcx investment picks
  • Holdings: Equity, Bond
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for noiex investment picks
  • Holdings: Equity, Bond, State Farm Equity Instl, State Farm Bond Instl
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for slbbx investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Citigroup Inc, General Electric Co, Avon Products Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for iuaix investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Citigroup Inc, General Electric Co, Avon Products Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for iuaax investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Citigroup Inc, General Electric Co, Avon Products Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for iuasx investment picks
  • Holdings: Equity, Bond, State Farm Equity Instl, State Farm Bond Instl
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sebix investment picks
  • Holdings: Equity, Bond, State Farm Equity Instl, State Farm Bond Instl
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for slbax investment picks
  • Holdings: Equity, Bond, State Farm Equity Instl, State Farm Bond Instl
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rebox investment picks
  • Holdings: Equity, Bond, State Farm Equity Instl, State Farm Bond Instl
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rebtx investment picks
  • Holdings: Equity, Bond, State Farm Equity Instl, State Farm Bond Instl
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rebhx investment picks
  • Holdings: Equity, Bond, SPDR S&P Dividend, Guggenheim Timber, iShares Morningstar Large Growth Index, First Trust NASDAQ-100 Equal Weight Idx, iShares Nasdaq Biotechnology
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for sfeox investment picks
  • Holdings: Equity, Bond, State Farm Equity Instl, State Farm Bond Instl
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for nbsax investment picks
  • Holdings: Equity, Bond, State Farm Equity Instl, State Farm Bond Instl
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for nbsbx 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 Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
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 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 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

Previous: Moderate Allocation Bond Funds  |  Next: Moderate Allocation ETF