Funds From: caamx - Invesco Conservative Allocation A LW to eaddx - Eaton Vance Multi-Strat Absolute Re A LW


  • Holdings: Invesco Core Plus Bond R6 , PowerShares 1-30 Laddered Treasury , Invesco Balanced-Risk Allc R6 , Invesco Floating Rate R6 , Invesco High Yield R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for caamx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for agrex investment picks
  • Holdings: Roche Holding AG , Novartis AG , Shire PLC , Novo Nordisk A/S , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for prwlx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Bank Of China Ltd. H Shares , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for priax investment picks
  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Prologis Inc , Boston Properties Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for prrax investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
Sign-up for ppsax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for prbdx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for pitax investment picks
  • Holdings: Aspen Technology Inc , ARRIS Group Inc , Rite Aid Corp , NetScout Systems Inc , Manhattan Associates Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for pllax investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Pioneer Natural Resources Co , Halliburton Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for prgwx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , AIA Group Ltd , China Construction Bank Corp H Shares , Hutchison Whampoa Ltd ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for jcoax investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for ppeax investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Short-Term Income Inst , Principal Bond Market Index Instl , Principal Global Div Inc Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for paltx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Bond Market Index Instl , Principal Short-Term Income Inst , Principal LargeCap Growth I Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for penax investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
Sign-up for ptbax investment picks
  • Holdings: Wells Fargo & Co , ConocoPhillips , Exxon Mobil Corporation , Goldman Sachs Group Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pcacx investment picks
  • Holdings: Apple Inc , E-mini S&P 500 Index Future Sept14 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for plsax investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for ptcax investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ptdax investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pemgx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Biogen Idec Inc , Celgene Corp , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for rybox investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for txrax investment picks
  • Holdings: Apple Inc , Ameriprise Financial Inc , Visa Inc Class A , BorgWarner Inc , Henry Schein Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tscgx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for sncix investment picks
  • Holdings: US Treasury Note 0.625% , US Treasury Note 0.5% , US Treasury Note 0.875% , US Treasury Note 1.375% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oacix investment picks
  • Holdings: Apple Inc , US Treasury Note 0.625% , US Treasury Note 0.5% , US Treasury Note 0.875% , Gilead Sciences Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oamix investment picks
  • Holdings: Guggenheim Strategy I , Cfc Multi-Hedged , SPDR S&P 500 , Brookdale Senior Living Inc , Emeritus Corp ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for rymqx investment picks
  • Holdings: Altria Group Inc , AT&T Inc , Kraft Foods Group Inc , Southern Co , Duke Energy Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for svaax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Merck & Co Inc , Verizon Communications Inc , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for eaerx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for eaddx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

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: caamx - Invesco Conservative Allocation A LW to eaddx - Eaton Vance Multi-Strat Absolute Re A LW
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