Funds From: cmaax - Calvert Moderate Allocation A LW - Large Blend to lpsdx - BlackRock LifePath 2030 K - Large Blend


  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Small Cap I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cmaax investment picks
  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Capital Accumulation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cclax investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , 5 Year US Treasury Note Future Sept14 , Johnson & Johnson , FedEx Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for csifx investment picks
  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bamgx investment picks
  • Holdings: Us 2yr Note (Cbt) Dec14 Xcbt 20141231 , iShares MSCI EAFE , Fed Natl Mort Assc 2.5% , Vanguard FTSE Developed Markets ETF , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mmbdx investment picks
  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nbsax investment picks
  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nbsbx investment picks
  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nbsax investment picks
  • Holdings: Madison Large Cap Value Y , Madison Large Cap Growth Y , Schwab Fdmtl US Lg Co Idx , Vanguard FTSE All-World ex-US ETF , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for magsx investment picks
  • Holdings: Madison Large Cap Value Y , Madison Large Cap Growth Y , Schwab Fdmtl US Lg Co Idx , Vanguard FTSE All-World ex-US ETF , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for magbx investment picks
  • Holdings: Madison Large Cap Value Y , Madison Large Cap Growth Y , Schwab Fdmtl US Lg Co Idx , Vanguard FTSE All-World ex-US ETF , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for magsx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , US Treasury Note 1.625% , US Treasury Note 0.25% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ittrx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , US Treasury Note 1.625% , US Treasury Note 0.25% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ittsx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , US Treasury Note 1.625% , US Treasury Note 0.25% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for itttx investment picks
  • Holdings: Microsoft Corp , Apple Inc , Gilead Sciences Inc , Johnson & Johnson , Bank of America Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aoblx investment picks
  • Holdings: Dryden Core Invt , Apple Inc , Exxon Mobil Corporation , US Treasury Note 1.5% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pibax investment picks
  • Holdings: China Mobile Ltd ADR , PetroChina Co Ltd ADR , Barrick Gold 6.95% , Citigroup 3.375% , Wells Fargo Co Mtn Be 3.45% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for adbnx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Merck & Co Inc , CBS Corp Class B , Gilead Sciences Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for evifx investment picks
  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for bcgax investment picks
  • Holdings: Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl , Sterling Capital Total Return Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bcmax investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , US Treasury Note 1.625% , US Treasury Note 0.25% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ittax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cblax investment picks
  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for slbax investment picks
  • Holdings: Deutsche Global Inflation Institutional , Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche US Bond Index Institutional , Deutsche Core Fixed Income Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for sucax investment picks
  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche Global Inflation Institutional , Deutsche US Bond Index Institutional , Deutsche Core Fixed Income Institutional ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for spdax investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
Sign-up for mdcpx investment picks
  • Holdings: Gilead Sciences Inc , Exxon Mobil Corporation , Apple Inc , Allergan Inc , CVS Health Corp ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for ltlax investment picks
  • Holdings: Gilead Sciences Inc , Exxon Mobil Corporation , Apple Inc , Allergan Inc , CVS Health Corp ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
Sign-up for ltpax investment picks
  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , iShares TIPS Bond , BlackRock Russell 1000 Index T ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for lpscx investment picks
  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for lpsdx 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: cmaax - Calvert Moderate Allocation A LW - Large Blend to lpsdx - BlackRock LifePath 2030 K - Large Blend
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 Name |  Ticker |  Popularity |  Our Choices