Funds From: OTFTX - Outfitter - Moderate Allocation to vsmgx - Vanguard LifeStrategy Moderate Gr Inv - Moderate Allocation


  • Holdings: Equity, Bond, Vanguard Total Stock Market ETF, General Electric Co
  • Category: Moderate Allocation
Sign-up for OTFTX investment picks
  • Holdings: Equity, Bond, SPDR S&P Dividend, Vanguard Value ETF, SPDR Barclays High Yield Bond, ProShares UltraPro Short S&P500, iShares iBoxx $ High Yield Corporate Bd
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for NAVFX investment picks
  • Holdings: Equity, Bond, Fidelity Cent Invt Portfolios, Apple Inc, Qualcomm, Inc., Exxon Mobil Corporation
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for FBALX investment picks
  • Holdings: Equity, Bond, iShares Barclays 1-3 Year Credit Bond, Health Care Select Sector SPDR, Financial Select Sector SPDR, Technology Select Sector SPDR, iShares MSCI Mexico Capped Invstbl Mkt
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pcbax investment picks
  • Holdings: Equity, Bond, iShares Barclays 1-3 Year Credit Bond, Health Care Select Sector SPDR, Financial Select Sector SPDR, Technology Select Sector SPDR, iShares MSCI Mexico Capped Invstbl Mkt
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pbaix investment picks
  • Holdings: Equity, Bond, iShares Barclays 1-3 Year Credit Bond, Health Care Select Sector SPDR, Financial Select Sector SPDR, Technology Select Sector SPDR, iShares MSCI Mexico Capped Invstbl Mkt
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for brbcx investment picks
  • Holdings: Equity, Bond, iShares Barclays 1-3 Year Credit Bond, Health Care Select Sector SPDR, Financial Select Sector SPDR, Technology Select Sector SPDR, iShares MSCI Mexico Capped Invstbl Mkt
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for cbibx investment picks
  • Holdings: Equity, Bond, Ishares Core Total U.S. Bond Market Etf Total Return Swap, Ishares Russell 1000 Value Total Return Swap, Ishares Russel 1000 Total Return Swap, iShares Barclays TIPS Bond, iShares S&P Europe 350 Index
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dxwcx investment picks
  • Holdings: Equity, Bond, Prudential Jennison Utility Z, Prudential Real Assets Cayman Subsidiary Fund (Pdcz), Prudential US Real Estate Z, Prudential International Real Estate Z, Prudential Jennison Natural Resources Q
  • Category: Moderate Allocation
Sign-up for pudax investment picks
  • Holdings: Equity, Bond, Prudential Jennison Utility Z, Prudential Real Assets Cayman Subsidiary Fund (Pdcz), Prudential US Real Estate Z, Prudential International Real Estate Z, Prudential Jennison Natural Resources Q
  • Category: Moderate Allocation
Sign-up for pudbx investment picks
  • Holdings: Equity, Bond, Prudential Jennison Utility Z, Prudential Real Assets Cayman Subsidiary Fund (Pdcz), Prudential US Real Estate Z, Prudential International Real Estate Z, Prudential Jennison Natural Resources Q
  • Category: Moderate Allocation
Sign-up for pudcx investment picks
  • Holdings: Equity, Bond, Prudential Jennison Utility Z, Prudential Real Assets Cayman Subsidiary Fund (Pdcz), Prudential US Real Estate Z, Prudential International Real Estate Z, Prudential Jennison Natural Resources Q
  • Category: Moderate Allocation
Sign-up for pudax.lw investment picks
  • Holdings: Equity, Bond, iShares Barclays 1-3 Year Credit Bond, Health Care Select Sector SPDR, Financial Select Sector SPDR, Technology Select Sector SPDR, iShares MSCI Mexico Capped Invstbl Mkt
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pcbsx investment picks
  • Holdings: Equity, Bond, iShares Barclays 1-3 Year Credit Bond, Health Care Select Sector SPDR, Financial Select Sector SPDR, Technology Select Sector SPDR, iShares MSCI Mexico Capped Invstbl Mkt
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pcbax.lw investment picks
  • Holdings: Equity, Bond, Ishares Core Total U.S. Bond Market Etf Total Return Swap, Ishares Russell 1000 Value Total Return Swap, Ishares Russel 1000 Total Return Swap, iShares Barclays TIPS Bond, iShares S&P Europe 350 Index
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for dxdwx investment picks
  • Holdings: Equity, Bond, iShares Barclays 20+ Year Treas Bond, PowerShares DB Commodity Index Tracking, iShares MSCI EAFE Index, Vanguard FTSE Emerging Markets ETF, iShares Russell 2000 Index
  • Category: Moderate Allocation
Sign-up for nimix investment picks
  • Holdings: Equity, Bond, iShares Barclays 20+ Year Treas Bond, PowerShares DB Commodity Index Tracking, iShares MSCI EAFE Index, Vanguard FTSE Emerging Markets ETF, iShares Russell 2000 Index
  • Category: Moderate Allocation
Sign-up for nidax investment picks
  • Holdings: Equity, Bond, iShares Barclays 20+ Year Treas Bond, PowerShares DB Commodity Index Tracking, iShares MSCI EAFE Index, Vanguard FTSE Emerging Markets ETF, iShares Russell 2000 Index
  • Category: Moderate Allocation
Sign-up for nimcx investment picks
  • Holdings: Equity, Bond, iShares Barclays 20+ Year Treas Bond, PowerShares DB Commodity Index Tracking, iShares MSCI EAFE Index, Vanguard FTSE Emerging Markets ETF, iShares Russell 2000 Index
  • Category: Moderate Allocation
Sign-up for nidax.lw investment picks
  • Holdings: Equity, Bond, iShares Barclays 20+ Year Treas Bond, PowerShares DB Commodity Index Tracking, iShares MSCI EAFE Index, Vanguard FTSE Emerging Markets ETF, iShares Russell 2000 Index
  • Category: Moderate Allocation
Sign-up for NIDAX.lw investment picks
  • Holdings: Equity, Bond, iShares Barclays 20+ Year Treas Bond, PowerShares DB Commodity Index Tracking, iShares MSCI EAFE Index, Vanguard FTSE Emerging Markets ETF, iShares Russell 2000 Index
  • Category: Moderate Allocation
Sign-up for NIMIX investment picks
  • Holdings: Equity, Bond, iShares Barclays 20+ Year Treas Bond, PowerShares DB Commodity Index Tracking, iShares MSCI EAFE Index, Vanguard FTSE Emerging Markets ETF, iShares Russell 2000 Index
  • Category: Moderate Allocation
Sign-up for NIDAX investment picks
  • Holdings: Equity, Bond, iShares Barclays 1-3 Year Credit Bond, Health Care Select Sector SPDR, Financial Select Sector SPDR, Technology Select Sector SPDR, iShares MSCI Mexico Capped Invstbl Mkt
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for PCBAX investment picks
  • Holdings: Equity, Bond, Chevron Corp, International Business Machines Corp, Apple Inc, Marathon Petroleum Corp
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sibax investment picks
  • Holdings: Equity, Bond, Apple Inc, Pfizer Inc, Procter & Gamble Co, Johnson & Johnson, Citigroup Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sbalx investment picks
  • Holdings: Equity, Bond, Home Depot, Inc., Chevron Corp, Berkshire Hathaway Inc Class A, Boeing Co, Wells Fargo & Co
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for abalx investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Philip Morris International, Inc.
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mtrbx investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Philip Morris International, Inc.
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for msfrx investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Philip Morris International, Inc.
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mtrcx investment picks
  • Holdings: Equity, Bond, Vanguard Total Stock Mkt Idx Inv, Vanguard Total Bond Market II Idx Inv, Vanguard Total Intl Stock Index Inv
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for vsmgx 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: OTFTX - Outfitter - Moderate Allocation to vsmgx - Vanguard LifeStrategy Moderate Gr Inv - Moderate 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