Funds From: lsbrx - Loomis Sayles Bond Retail to swobx - Schwab Balanced


  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for lsbrx investment picks
  • Holdings: Apple Inc , Nike Inc Class B , Visa Inc Class A , Microsoft Corp , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for scgsx investment picks
  • Holdings: Avnet Inc , Comerica Inc , Applied Materials Inc , Parker Hannifin Corp , Cubist Pharmaceuticals Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for dmcvx investment picks
  • Holdings: Apple Inc , S&P 500 Index Future Dec14 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for clxrx investment picks
  • Holdings: Intel Corp , UnitedHealth Group Inc , Allstate Corp , Microsoft Corp , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lomax investment picks
  • Holdings: Ft (Mauritius) Offshore Invest , Cognizant Technology Solutions Corp Class A ,
  • Category: India Equity
  • Morningstar Rating: 2 Stars
Sign-up for fingx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Celgene Corp , Home Depot Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pindx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , MasterCard Inc Class A , Home Depot Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for olgax investment picks
  • Category: Long-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for soaix investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Kroger Co , Sempra Energy , Illumina Inc , Cigna Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for fsmdx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for nthex investment picks
  • Holdings: BlackRock Russell 1000® Index Investor A , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares Cohen & Steers REIT ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for likkx investment picks
  • Holdings: JPMorgan Chase & Co , China Mobile Ltd , Royal Dutch Shell PLC ADR Class A , Novartis AG , Vodafone Group PLC ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for tibax investment picks
  • Holdings: Sherwin-Williams Co , SBA Communications Corp , Affiliated Managers Group Inc , Signature Bank , Dollar Tree Stores Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for clspx investment picks
  • Holdings: Minerals Technologies Inc , Western Alliance Bancorp , Pebblebrook Hotel Trust , South State Corp , PacWest Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lrsyx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for eiblx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for hwdix investment picks
  • Holdings: Apple Inc , MasterCard Inc Class A , Microsoft Corp , Celgene Corp , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for vwuax investment picks
  • Holdings: Skyworks Solutions Inc , Amdocs Ltd , Avago Technologies Ltd , Dr Pepper Snapple Group Inc , EOG Resources Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for tlvax investment picks
  • Holdings: Allergan Inc , China Mobile Ltd ADR , eBay Inc , Apple Inc , Microsoft Corp ,
  • Category: Large Blend
Sign-up for logix investment picks
  • Holdings: Russell 2000 Index Mini TIC , Puma Biotechnology Inc , WEX Inc , Isis Pharmaceuticals , Ultimate Software Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for irssx investment picks
  • Holdings: Trinity Industries Inc , Huntington Ingalls Industries Inc , Centene Corp , Spirit AeroSystems Holdings Inc , Parexel International Corp ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for vstcx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for rmunx investment picks
  • Holdings: Uk Conv Gilt 2.25 09/07/2023 , Mexico (United Mexican States) 10 12/05/2024 , Australia (Commonwealth Of) 2.75 10/21/2019 , US Treasury Note 2% , US Treasury Note 2.375% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for malox investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Google Inc Class C , Fannie Mae 3.5% 30 Year , Chevron Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for fbakx investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sagpx investment picks
  • Holdings: Fidelity® Series Equity-Income F , Fidelity® Series International Growth F , Fidelity® Series International Value F , Fidelity® Series Growth Company F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for ffkex investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , Google Inc Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for rgafx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
Sign-up for mwcix investment picks
  • Holdings: Schwab Core Equity , Schwab Total Bond Market , Laudus US Large Cap Growth , Schwab Intermediate-Term Bond , Laudus Small-Cap MarketMasters Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for swobx 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 Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
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 5-Star 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: lsbrx - Loomis Sayles Bond Retail to swobx - Schwab Balanced
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