Funds From: mbldx - MassMutual Premier Balanced R5 - Moderate Allocation to jcprx - JPMorgan US Large Cap Core Plus R5 - Large Blend


  • Holdings: Us 2yr Note (Cbt) Mar15 Xcbt 20150331 , iShares MSCI EAFE , Apple Inc , Vanguard FTSE Developed Markets ETF , Fannie Mae Single Family TBA 2.5% 2029-01-01 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbldx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for lanyx investment picks
  • Holdings: Qualcomm Inc , Apple Inc , Gilead Sciences Inc , Schlumberger NV , CME Group Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for hpecx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for jsnsx investment picks
  • Holdings: Anheuser-Busch Inbev SA , AIA Group Ltd , Nestle SA , Prudential PLC , Compass Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for pinox investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Jones Lang LaSalle Inc , American Express Co , Encore Capital Group Inc ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for icfsx investment picks
  • Holdings: Visa Inc Class A , Skyworks Solutions Inc , Apple Inc , Facebook Inc Class A , Synnex Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for ictex investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for pbcax investment picks
  • Holdings: Corus Entertainment Inc Class B , Bio-Rad Laboratories Inc , Amdocs Ltd , Tetra Tech Inc , Ipsos ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for icmzx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for gsfcx investment picks
  • Holdings: IG Group Holdings PLC , DCC PLC , Cielo SA , MorphoSys AG , Micro Focus International PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for agabx investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for tnarx investment picks
  • Holdings: Gs Cayman Blocker , FHLMC CMO , US Treasury Bond 3.625% , US Treasury Note 1.5% , US Treasury Bond 3.625% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for gsccx investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Mini Msci Eafe Mar15 Ifus 20150320 , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for wfftx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ditix investment picks
  • Holdings: Applied Materials Inc , Teva Pharmaceutical Industries Ltd ADR , Bristol-Myers Squibb Company , Medtronic Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ivdcx investment picks
  • Holdings: Altria Group Inc , Verizon Communications Inc , AbbVie Inc , Philip Morris International Inc , Amgen Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cirfx investment picks
  • Holdings: Equity Residential , Health Care REIT, Inc. , Vornado Realty Trust , SL Green Realty Corp , Simon Property Group Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for csbix investment picks
  • Holdings: Avago Technologies Ltd , Walt Disney Co , Boeing Co , Marsh & McLennan Companies Inc , Actavis PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for scglx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for jctfx investment picks
  • Holdings: Facebook Inc Class A , Constellation Brands Inc Class A , Biogen Idec Inc , Walt Disney Co , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for nmtbx investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Bristol-Myers Squibb Company , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cimfx investment picks
  • Holdings: PNC Financial Services Group Inc , U.S. Bancorp , Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for frbcx investment picks
  • Holdings: T. Rowe Price Value , Trs (S&P 500) Index Usd 1m Libor; Pmt Freq = Monthly; Act/360; Fixing Date , Trs S&P 500 Index , Trs S&P 500 Index , Trs (S&P 500) Index Usd 1m Libor; Pmt Freq = Monthly; Act/360; Fixing Date ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fvusa0021g investment picks
  • Holdings: Providence Service Corp , Belden Inc , OFG Bancorp , John Wiley & Sons Inc Class A , Sensient Technologies Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for smcex investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jiocx investment picks
  • Holdings: BCE Inc , ACE Ltd , DBS Group Holdings Ltd , Oversea-Chinese Banking Corp Ltd , Bank of Montreal ,
  • Category: Foreign Large Blend
Sign-up for cvhax investment picks
  • Holdings: US Treasury Note 1.25% , SPDR┬« S&P 500 ETF , iShares MSCI Japan , iShares Global Tech , iShares Global Healthcare ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mpbyx 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 jcprx 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: mbldx - MassMutual Premier Balanced R5 - Moderate Allocation to jcprx - JPMorgan US Large Cap Core Plus R5 - 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 |  Most Recent