Funds From: mcgwx - MFS® Growth Allocation C - Aggressive Allocation to oppex - Oppenheimer Capital Income A - Conservative Allocation


  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mcgwx investment picks
  • Holdings: Tesla Motors Inc , Netflix Inc , Amazon.com Inc , Celgene Corp , LinkedIn Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for scatx investment picks
  • Holdings: Intuitive Surgical Inc , Electronic Arts Inc , Northern Trust Corp , Expeditors International of Washington Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for iymix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for coltx investment picks
  • Holdings: General Mills Inc , Campbell Soup Co , Heineken NV , Walgreens Boots Alliance Inc , General Dynamics Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ddfrx investment picks
  • Holdings: High Yield Bond Portfolio , Emerging Markets Fixed Income Core Fund , 10 Year US Treasury Note Future Mar15 , Federated Mortgage Core Portfolio , NYSE/Liffe 2 Year US Treasury Note Future Mar15 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for capax investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Honeywell International Inc , Occidental Petroleum Corp , ACE Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jlpsx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Value Advantage Instl , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for jnsax investment picks
  • Holdings: Gilead Sciences Inc , Celgene Corp , Actavis PLC , AstraZeneca PLC , AbbVie Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for phstx investment picks
  • Holdings: Harbourvest Global Private Equity Ltd , Eurazeo Ord , Blackstone Group LP , KKR & Co LP , The Carlyle Group L P ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for lpfcx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Home Depot Inc , PepsiCo Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ieopx investment picks
  • Holdings: Apple Inc , Ameriprise Financial Inc , Southwest Airlines Co , Lockheed Martin Corp , Lear Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for gfmgx investment picks
  • Holdings: Gold Commodity In Ounces , Microsoft Corp , Oracle Corporation , Intel Corp , Comcast Corp Class A ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for sgenx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Mar15 , Skyworks Solutions Inc , SL Green Realty Corp , Realty Income Corp , Equinix Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for cpxrx investment picks
  • Holdings: Teledyne Technologies Inc , Parexel International Corp , US Silica Holdings Inc , Treehouse Foods Inc , Triquint Semiconductor ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for mxnsx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
Sign-up for pbddx investment picks
  • Holdings: Ubs Relationship Fds , E-mini S&P 500 Index Future Mar15 , Long Gilt 03/27/2015 , 5 Year US Treasury Note Future Mar15 , 3 Year Treasury Bond Future Mar15 ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bnglx investment picks
  • Holdings: Facebook Inc Class A , Amazon.com Inc , Priceline Group Inc , MasterCard Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for megpx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for iarix investment picks
  • Holdings: Inmarsat PLC , Pennon Group PLC , Cobham PLC , Man Group PLC , William Hill PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for dfisx investment picks
  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pauix investment picks
  • Holdings: Apple Inc , MasterCard Inc Class A , Facebook Inc Class A , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for hrcax investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for jttcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vbinx investment picks
  • Holdings: PepsiCo Inc , Gilead Sciences Inc , McKesson Corp , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mcgix investment picks
  • Holdings: Russell 2000 Mini Mar15 Imeq 20150320 , First Horizon National Corp , American Axle & Mfg Holdings Inc , Vishay Intertechnology Inc , Synovus Financial Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for avfix investment picks
  • Holdings: Whole Foods Market Inc , Level 3 Communications Inc , Cerner Corp , Cognex Corp , Gentex Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for tarkx investment picks
  • Holdings: Amazon.com Inc , Priceline Group Inc , Red Hat Inc , SOFTBANK Corp , Baidu Inc ADR ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for prscx investment picks
  • Holdings: Energy Transfer Partners LP , Telstra Corp Ltd , Starwood Property Trust, Inc. , Blackstone Mortgage Trust Inc Class A , BAE Systems PLC ,
  • Category: World Stock
Sign-up for taigx investment picks
  • Holdings: FNMA , Oppenheimer Ultra-Short Duration Y , FNMA , Starwood Property Trust, Inc. , PPL Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oppex 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: mcgwx - MFS® Growth Allocation C - Aggressive Allocation to oppex - Oppenheimer Capital Income A - Conservative Allocation
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