Funds From: bpeqx - UBS US Large Cap Equity P - Large Blend to ftrbx - Federated Total Return Bond Instl - Intermediate-Term Bond


  • Holdings: Apple Inc , Philip Morris International Inc , JPMorgan Chase & Co , PepsiCo Inc , Mondelez International Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bpeqx investment picks
  • Holdings: Towngas China Co Ltd , Airtac International Group , Sino Biopharmaceutical Ltd , Ginko International Co Ltd , Minth Group Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for mcsmx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Wells Fargo & Co , Merck & Co Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for iavgx investment picks
  • Holdings: Enterprise Products Partners LP , Energy Transfer Equity LP , Plains All American Pipeline LP , Regency Energy Partners LP , Sunoco Logistics Partners ,
  • Category: Energy Limited Partnership
Sign-up for mlpnx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mtgdx investment picks
  • Holdings: High Yield Bond Portfolio , Emerging Markets Fixed Income Core Fund , Federated Mortgage Core Portfolio , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Total SA ADR ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for capfx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for orstx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for nwlbx investment picks
  • Holdings: Nestle SA ADR , Plum Creek Timber Co Inc , Rock-Tenn Company Class A , CF Industries Holdings Inc , West Fraser Timber Co.Ltd ,
  • Category: Natural Resources
Sign-up for innnx investment picks
  • Holdings: Total SA , HSBC Holdings PLC , BP PLC , Novartis AG , Roche Holding AG ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for jfeix investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series High Income ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for ffvtx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for mlthx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for magex investment picks
  • Holdings: Linear Technology , Molson Coors Brewing Co , Progressive Corp , Northern Trust Corp , Torchmark Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for gtagx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for oibcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mwhyx investment picks
  • Holdings: 5 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , U.S. Treasury , Kospi 200 Index Future , PowerShares Senior Loan ETF ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hlacx investment picks
  • Holdings: Nestle SA , Roche Holding AG , BP PLC ADR , Novartis AG , Commonwealth Bank of Australia ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for dfalx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Short-Term Bond , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for firpx investment picks
  • Holdings: Microsoft Corp , Oracle Corporation , Verizon Communications Inc , Apple Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for twmtx investment picks
  • Holdings: Canadian Pacific Railway Ltd , Rio Tinto PLC ADR , Schlumberger NV , Weatherford International PLC , BHP Billiton Ltd ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for whvix investment picks
  • Holdings: JPMorgan High Yield R6 , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Mkts Eq R6 , JPMorgan Emerging Markets Debt R6 , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdvcx investment picks
  • Holdings: Randgold Resources Ltd ADR , Franco-Nevada Corp , SPDR Gold Shares , Royal Gold Inc , New Gold Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
Sign-up for ogmyx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , General Electric Co , Pfizer Inc , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for avurx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for wauax investment picks
  • Holdings: SEI Tax-Managed Large Cap A (SIMT) , SEI International Equity A (SIT) , SEI Tax-Managed Small/Mid Cap A (SIMT) , SEI High Yield Bond A (SIMT) , SEI Emerging Markets Debt A (SIT) ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sisax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for wfbix investment picks
  • Holdings: Citrix Systems Inc , ConAgra Foods Inc , Johnson Controls Inc , Cadence Design Systems Inc , tw telecom inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for msvcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ftrbx 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: bpeqx - UBS US Large Cap Equity P - Large Blend to ftrbx - Federated Total Return Bond Instl - Intermediate-Term Bond
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