Funds From: onmix - Oppenheimer Moderate Inv R - Large Growth to wfbcx - Wells Fargo Advantage Mod Balanced C - Large Growth


  • Holdings: Apple Inc , US Treasury Note 0.625% , US Treasury Note 0.5% , US Treasury Note 0.875% , Gilead Sciences Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for onmix investment picks
  • Holdings: Apple Inc , US Treasury Note 0.625% , US Treasury Note 0.5% , US Treasury Note 0.875% , Gilead Sciences Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oymix investment picks
  • Holdings: US Treasury Note 0.625% , US Treasury Note 0.5% , US Treasury Note 0.875% , US Treasury Note 1.375% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oycix investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Walt Disney Co , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oaaax investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Walt Disney Co , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oaabx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Walt Disney Co , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oaacx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Walt Disney Co , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oaanx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Walt Disney Co , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oaayx investment picks
  • Holdings: Apple Inc , United Tech , Johnson & Johnson , Salix Pharmaceuticals Cv 1.5% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dnaix investment picks
  • Holdings: Apple Inc , United Tech , Johnson & Johnson , Salix Pharmaceuticals Cv 1.5% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dcaix investment picks
  • Holdings: PIMCO Income Instl , Apple Inc , Automatic Data Processing , Microsoft Corp , TE Connectivity Ltd ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rogex investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jilbx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jalbx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jblbx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jclbx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jrlbx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jslbx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jtsbx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Capital App NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jilgx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Capital App NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jalgx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Capital App NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jblgx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Capital App NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jclgx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Capital App NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jrlgx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Capital App NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jslgx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Capital App NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jtlgx investment picks
  • Holdings: Comcast Corp Class A , CVS Caremark Corp , Emerson Electric Co , Apache Corporation , Costco Wholesale Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for gguix investment picks
  • Holdings: 90day Euro$ Future 12/14/15 Notional Euro$ 3mo Td , 90day Euro$ Futr 09/14/15 Notional Euro$ 3mo Td , 90day Euro$ Future 03/14/16 Notional Euro$ 3mo Td , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , 5 Year US Treasury Note Future Sept14 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pclrx investment picks
  • Holdings: S+p 500 Future Jun14 Xcme 20140619 , US Treasury Note 0.875% , US Treasury Bond 4.5% , FHLMC CMO 7.5% , US Treasury Note 0.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wfmax investment picks
  • Holdings: S+p 500 Future Jun14 Xcme 20140619 , US Treasury Note 0.875% , US Treasury Bond 4.5% , FHLMC CMO 7.5% , US Treasury Note 0.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wmobx investment picks
  • Holdings: S+p 500 Future Jun14 Xcme 20140619 , US Treasury Note 0.875% , US Treasury Bond 4.5% , FHLMC CMO 7.5% , US Treasury Note 0.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wfbcx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

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
Funds From: onmix - Oppenheimer Moderate Inv R - Large Growth to wfbcx - Wells Fargo Advantage Mod Balanced C - Large Growth
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry 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