Moderate Balanced Fund

 
Moderate Balanced Fund top ^
  • Holdings: Apple Inc , Amgen Inc , Wells Fargo & Co , FedEx Corp , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for csifx investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , US Treasury Note 0.875% , Google Inc Class C , Fannie Mae 3.5% 30 Year ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for fbalx 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: 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: 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: 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: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for macpx investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mbcpx 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: FHLMC 4% , FHLMC 4.5% , Microsoft Corp , Apple Inc , FNMA 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for seblx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vbinx investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mdcpx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , US Treasury Note 0.5% , JPMorgan Chase & Co , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ihayx investment picks
  • Holdings: Schwab Core Equity , Schwab Total Bond Market , Laudus US Large Cap Growth , Schwab Intermediate-Term Bond , Laudus Small-Cap MarketMasters Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for swobx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , US Treasury Note 0.5% , JPMorgan Chase & Co , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hafcx investment picks
  • Holdings: Apple Inc , Amgen Inc , Wells Fargo & Co , FedEx Corp , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cbaix investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mccpx investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR® S&P 500 ETF , Apple Inc , US Treasury Note 0.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pblix investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR® S&P 500 ETF , Apple Inc , US Treasury Note 0.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pbaax investment picks
  • Holdings: US Treasury Note 0.75% , Occidental Petroleum Corp , Cisco Systems Inc , Apple Inc , US Treasury Note ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for thpbx investment picks

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Moderate 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: Moderate Allocation Stocks  |  Next: Moderate Bond Funds