Funds From: rogex - Roge Partners - Aggressive Allocation to feyix - Fidelity Advisor Asset Manager 85% I - Aggressive Allocation


  • Holdings: Equity, Bond, ARMOR CAPITAL PARTNERS LP, Templeton Global Bond Adv, PIMCO Income Instl, Angel Oak Multi-Strategy Income Instl, Johnson & Johnson
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rogex investment picks
  • Holdings: Equity, Bond, PL Large-Cap Value P, PL Comstock P, PL Main Street Core P, PL Managed Bond P, PL International Large-Cap P
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for podax investment picks
  • Holdings: Equity, Bond, PL Large-Cap Value P, PL Comstock P, PL Main Street Core P, PL International Large-Cap P, PL Small-Cap Value P
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for poeax investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Republic Services Inc Class A, Johnson & Johnson, Wells Fargo & Co
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ioezx investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Wells Fargo & Co, Walt Disney Co, Apple Inc, Johnson & Johnson
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ioczx investment picks
  • Holdings: Equity, Bond, Columbia European Equity I, Columbia Contrarian Core I, Columbia Mid Cap Growth I, Columbia Pacific/Asia I, Columbia Corporate Income I
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for axbax investment picks
  • Holdings: Equity, Bond, Transamerica Large Cap Value I2, Transamerica Select Equity I2, Transamerica Diversified Equity I2, Transamerica Dividend Focused I2, Transamerica Growth I2
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for iaaax investment picks
  • Holdings: Equity, Bond, iShares Russell Midcap Value Index, iShares S&P MidCap 400 Value Index, Vanguard Mid-Cap ETF, Vanguard Mid-Cap Value ETF, First Trust Dow Jones Internet Index
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pevsx investment picks
  • Holdings: Equity, Bond, iShares Core S&P 500 ETF, SPDR S&P 500, SPDR S&P MidCap 400, SPDR Barclays Capital Short Term Corp Bd, iShares MSCI Pacific ex-Japan
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for clblx investment picks
  • Holdings: Equity, Bond, SEI Instl Mgd Large Cap A, SEI Instl Mgd Multi-Asset Accumulation A, SEI Instl Intl Tr International Equity A, SEI Instl Intl Tr Emerging Markets Dbt A, SEI Instl Mgd High-Yield Bond A
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ssgax investment picks
  • Holdings: Equity, Bond, SEI Instl Mgd Large Cap A, SEI Instl Mgd Multi-Asset Accumulation A, SEI Instl Intl Tr International Equity A, SEI Instl Intl Tr Emerging Markets Dbt A, SEI Instl Mgd High-Yield Bond A
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for seaix investment picks
  • Holdings: Equity, Bond, iShares Barclays MBS Bond, Chevron Corp, PowerShares Build America Bond
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for laalx investment picks
  • Holdings: Equity, Bond, Invesco Comstock R6, Invesco Equity and Income R6, Invesco International Growth R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for vlfax investment picks
  • Holdings: Equity, Bond, Invesco Comstock R6, Invesco Equity and Income R6, Invesco International Growth R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for vlfbx investment picks
  • Holdings: Equity, Bond, Invesco Comstock R6, Invesco Equity and Income R6, Invesco International Growth R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for vlfcx investment picks
  • Holdings: Equity, Bond, Invesco Comstock R6, Invesco Equity and Income R6, Invesco International Growth R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for vlfix investment picks
  • Holdings: Equity, Bond, SEI Instl Mgd US Managed Volatility A, SEI Instl Mgd Tax-Managed Large Cap A, SEI Instl Mgd High-Yield Bond A, SEI Instl Intl Tr International Equity A, SEI Instl Mgd Real Estate A
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for sxmax investment picks
  • Holdings: Equity, Bond, SEI Instl Mgd Tax-Managed Large Cap A, SEI Instl Intl Tr International Equity A, SEI Instl Mgd Tax-Managed Small Cap A, SEI Instl Mgd High-Yield Bond A, SEI Instl Intl Tr Emerging Markets Dbt A
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sktax investment picks
  • Holdings: Equity, Bond, SEI Instl Mgd Tax-Managed Large Cap A, SEI Instl Intl Tr International Equity A, SEI Instl Mgd Tax-Managed Small Cap A, SEI Instl Mgd High-Yield Bond A, SEI Instl Intl Tr Emerging Markets Dbt A
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sgoax investment picks
  • Holdings: Equity, Bond, Hess Corp, Google, Inc. Class A, EMC Corporation, Directv, Monsanto Company
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mnhcx investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Wells Fargo & Co, Walt Disney Co, Apple Inc, Johnson & Johnson
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for iocax investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Republic Services Inc Class A, Johnson & Johnson, Wells Fargo & Co
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ieqax investment picks
  • Holdings: Equity, Bond, Invesco Comstock R6, Invesco Equity and Income R6, Invesco International Growth R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for vlfax investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Wells Fargo & Co, Walt Disney Co, Apple Inc, Johnson & Johnson
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for iocax investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Republic Services Inc Class A, Johnson & Johnson, Wells Fargo & Co
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ieqax investment picks
  • Holdings: Equity, Bond, SEI Instl Mgd Tax-Managed Large Cap A, SEI Instl Intl Tr International Equity A, SEI Instl Mgd Tax-Managed Small Cap A, SEI Instl Mgd High-Yield Bond A, SEI Instl Intl Tr Emerging Markets Dbt A
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sisax investment picks
  • Holdings: Equity, Bond, Fidelity Cent Invt Portfolios, Google, Inc. Class A, British American Tobacco PLC ADR
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for feyax investment picks
  • Holdings: Equity, Bond, Fidelity Cent Invt Portfolios, Google, Inc. Class A, British American Tobacco PLC ADR
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for feybx investment picks
  • Holdings: Equity, Bond, Fidelity Cent Invt Portfolios, Google, Inc. Class A, British American Tobacco PLC ADR
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for feycx investment picks
  • Holdings: Equity, Bond, Fidelity Cent Invt Portfolios, Google, Inc. Class A, British American Tobacco PLC ADR
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for feyix investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Funds From: rogex - Roge Partners - Aggressive Allocation to feyix - Fidelity Advisor Asset Manager 85% I - Aggressive 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