Funds From: blpfx - American Funds Balanced Port F1 to lmtax - Invesco Limited Maturity Treasury A


  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for blpfx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Industrial And Commercial Bank Of China Ltd H Shares , Itau Unibanco Holding S.A. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for tempx investment picks
  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , JPMorgan Equity Income Select , Hsbc Growth Portfolio , AMG Trilogy Emerging Markets Eq Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hcagx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
Sign-up for drnjx investment picks
  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fmtix investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Bond Index Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for nadmx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for tsdax investment picks
  • Holdings: American Century Diversified Bond Inv , American Century International Bd Inv , American Century Infl-Adj Bond Inv , American Century ShDur Infl Prot Bd Inv , American Century Large Company Val Inv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aonix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for iphyx investment picks
  • Holdings: VALIC Company I Stock Index , VALIC Company I Foreign Value , VALIC Company I International Equities , VALIC Company II Mid Cap Value , VALIC Company II Core Bond ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vaglx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for phbbx investment picks
  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Small Cap I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cclax investment picks
  • Holdings: Vanguard Mid-Cap Value ETF , PowerShares Buyback Achievers™ ETF , Guggenheim S&P 500® Pure Growth ETF , Guggenheim S&P 500® Equal Weight ETF , Vanguard European Stock Index ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for tactx investment picks
  • Holdings: Google Inc Class A , Precision Castparts Corp , Canadian Pacific Railway Ltd , U.S. Bancorp , Monsanto Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for jacax investment picks
  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+30 *Bullet* Bps , FNMA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for piuhx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for aeicx investment picks
  • Holdings: Illumina Inc , Cerner Corp , Stericycle Inc , Brown-Forman Corp Class B , LKQ Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for smfyx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , First Eagle Global I , Loomis Sayles Global Equity and Income Y , BlackRock Global Allocation Instl , Ivy Asset Strategy I ,
  • Category: World Allocation
Sign-up for fmpmx investment picks
  • Holdings: Novartis AG , Roche Holding AG , Toyota Motor Corp , BP PLC ADR , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tfiix investment picks
  • Holdings: Mtn Group Ltd , Naspers Ltd Class N , Sberbank Of Russia , OAO Lukoil ADR , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for fmeax investment picks
  • Holdings: Master Value Opportunities Llc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for mrspx investment picks
  • Holdings: Guggenheim Strategy I ,
  • Category: Bear Market
Sign-up for ryarx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Host Hotels & Resorts Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for clarx investment picks
  • Holdings: Constellation Brands Inc Class A , American Express Co , Visa Inc Class A , Facebook Inc Class A , Monsanto Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ekorx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for hhmcx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for bldcx investment picks
  • Holdings: Sx002501 Cds Usd R F 5.00000 2 Ccpcdx , Sx002501 Cds Usd P V 00mevent 1 Ccpcdx , Goldman Sachs Abs Return Tracker Instl , Sx002504 Cds Usd R F 5.00000 2 Ccpcdx , Sx002504 Cds Usd P V 00mevent 1 Ccpcdx ,
  • Category: Multialternative
Sign-up for grpox investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for ethyx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
Sign-up for aicax investment picks
  • Category: Short Government
  • Morningstar Rating: 1 Stars
Sign-up for lmtax 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: blpfx - American Funds Balanced Port F1 to lmtax - Invesco Limited Maturity Treasury A
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