Funds From: VWINX - Vanguard Wellesley Income Inv to utcnx - UTC North American


  • Holdings: Microsoft Corp , Wells Fargo & Co , US Treasury Note 1.375% , Merck & Co Inc , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for VWINX investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , US Treasury Note 1.375% , Merck & Co Inc , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vwiax investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , US Treasury Note 1.375% , Merck & Co Inc , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for VWIAX investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for okmux investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for okmux investment picks
  • Holdings: Unibail-Rodamco SE , Scentre Group , Westfield Corp , Link Real Estate Investment Trust , Global Logistic Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for pxrix investment picks
  • Holdings: Unibail-Rodamco SE , Scentre Group , Westfield Corp , Link Real Estate Investment Trust , Global Logistic Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for pxrcx investment picks
  • Holdings: Unibail-Rodamco SE , Scentre Group , Westfield Corp , Link Real Estate Investment Trust , Global Logistic Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for pxrax investment picks
  • Holdings: Unibail-Rodamco SE , Scentre Group , Westfield Corp , Link Real Estate Investment Trust , Global Logistic Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for pxrax investment picks
  • Holdings: Patterson Companies Inc , MYR Group Inc , Newport Corp , Patterson-UTI Energy Inc , ViewPoint Financial Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for wwsix investment picks
  • Holdings: Patterson Companies Inc , MYR Group Inc , Newport Corp , Patterson-UTI Energy Inc , ViewPoint Financial Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for wwscx investment picks
  • Holdings: Patterson Companies Inc , MYR Group Inc , Newport Corp , Patterson-UTI Energy Inc , ViewPoint Financial Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for wescx investment picks
  • Holdings: Patterson Companies Inc , MYR Group Inc , Newport Corp , Patterson-UTI Energy Inc , ViewPoint Financial Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for wwsax investment picks
  • Holdings: Patterson Companies Inc , MYR Group Inc , Newport Corp , Patterson-UTI Energy Inc , ViewPoint Financial Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for wwsax investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , Public Storage , Crown Castle International Corp , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for ryhrx investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , Public Storage , Crown Castle International Corp , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for rycrx investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , Public Storage , Crown Castle International Corp , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for ryrex investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , Public Storage , Crown Castle International Corp , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for ryrex investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for ponrx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for ponpx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for pimix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for pondx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for poncx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for PONCX investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for piinx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for ponax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for ponax investment picks
  • Holdings: Dreyfus Intermediate Term Income Y , Dreyfus Short Duration Bond Y , Dreyfus Bond Market Index Basic , Dreyfus Research Growth Y , Dreyfus High Yld I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scalx investment picks
  • Holdings: SPDR┬« S&P 500 ETF , iShares 20+ Year Treasury Bond , iShares Core US Aggregate Bond , PowerShares DB US Dollar Bullish ETF , Merger Institutional ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bpvdx investment picks
  • Holdings: Apple Inc , Union Pacific Corp , Humana Inc , Wells Fargo & Co , TJX Companies ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for utcnx 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
Funds From: VWINX - Vanguard Wellesley Income Inv to utcnx - UTC North American
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 |  Most Recent