Moderate Balanced Fund

 
Moderate Balanced Fund top ^
  • Holdings: Apple Inc , NYSE/Liffe 2 Year US Treasury Note Future June14 , FedEx Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for csifx investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , US Treasury Note 0.375% , Chevron Corp , US Treasury Note 0.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fbalx investment picks
  • Holdings: Apple Inc , NYSE/Liffe 2 Year US Treasury Note Future June14 , FedEx Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for csgcx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cbalx investment picks
  • Holdings: Zimmer Holdings Inc , Biogen Idec Inc , Schlumberger NV , Jabil Circuit Inc , Cummins Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pbcbx investment picks
  • Holdings: Zimmer Holdings Inc , Biogen Idec Inc , Schlumberger NV , Jabil Circuit Inc , Cummins Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for phblx investment picks
  • Holdings: Qualcomm Inc , JPMorgan Chase & Co , Apple Inc , US Treasury Note 2.75% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svbbx investment picks
  • Holdings: Qualcomm Inc , JPMorgan Chase & Co , Apple Inc , US Treasury Note 2.75% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svbax investment picks
  • Holdings: US Treasury Note 0.25% , US Treasury Note 1.375% , CBS Corp Class B , Boeing Co , LyondellBasell Industries NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jabax investment picks
  • Holdings: FHLMC 4.5% , FNMA 3% , Fannie Mae Single Family TBA 2.5% 2029-06-01 , Microsoft Corp , PepsiCo Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for seblx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vbinx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Merck & Co Inc , US Treasury Note 0.25% , 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: 3 Stars
Sign-up for swobx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Merck & Co Inc , US Treasury Note 0.25% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hafcx investment picks
  • Holdings: Apple Inc , NYSE/Liffe 2 Year US Treasury Note Future June14 , FedEx Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cbaix investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR S&P 500 , Apple Inc , US Treasury Note 3% ,
  • 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 , Apple Inc , US Treasury Note 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pbaax investment picks
  • Holdings: Qualcomm Inc , JPMorgan Chase & Co , Apple Inc , US Treasury Note 2.75% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svbcx investment picks
  • Holdings: Exxon Mobil Corporation , US Treasury Note 0.25% , Occidental Petroleum Corp , Apple Inc , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for thpbx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Merck & Co Inc , US Treasury Note 0.25% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ihabx 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 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