Funds From: wicax - InvestEd Conservative to macvx - MFS Conservative Allocation C


  • Holdings: Waddell & Reed Core Investment Y , Waddell & Reed Global Bond Y , Waddell & Reed Bond Y , Waddell & Reed Value Y , Toyota Mtr Cr FRN ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for wicax investment picks
  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , Apple Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lbsax investment picks
  • Holdings: Hitachi Ltd , Sanofi , Nippon Telegraph & Telephone Corp , Unilever PLC , Mallinckrodt PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for tswix investment picks
  • Holdings: Bed Bath & Beyond Inc , Aetna Inc , Morgan Stanley , Pfizer Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bvefx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sdlax investment picks
  • Holdings: GNC Holdings Inc , Lowe's Companies Inc , Teradata Corp , EMC Corp , Covidien PLC ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for avemx investment picks
  • Holdings: Wal-Mart Stores Inc , Applied Materials Inc , Bank of America Corporation , Google Inc Class C , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for srvex investment picks
  • Holdings: Hewlett-Packard Co , Seagate Technology PLC , Sealed Air Corp , Valeant Pharmaceuticals International Inc , Eastman Chemical Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
Sign-up for feafx investment picks
  • Holdings: CVS Health Corp , Apple Inc , Gilead Sciences Inc , Lowe's Companies Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ceyix investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Google Inc Class A , Facebook Inc Class A , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mfehx investment picks
  • Holdings: Kinder Morgan, Inc. , General Dynamics Corp , Wells Fargo & Co , Lorillard Inc , Hasbro Inc ,
  • Category: Large Value
Sign-up for abecx investment picks
  • Holdings: Spectra Energy Corp , Williams Companies Inc , ONEOK Inc , NiSource Inc , Enbridge Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 5 Stars
Sign-up for torix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for ivhix investment picks
  • Holdings: Celgene Corp , AbbVie Inc , Biogen Idec Inc , Amgen Inc , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for bhsrx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vstix investment picks
  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for meihx investment picks
  • Holdings: Micron Tech Cv 3% , Nvidia 144A Cv 1% , Jazz Investments I 144A 1.875% , Cobalt Intl Engy Cv 3.125% , Healthsouth 144A Cv 2% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for vcvsx investment picks
  • Holdings: Celgene Corp , Microsoft Corp , Allergan Inc , eBay Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for deucx investment picks
  • Holdings: Accenture PLC Class A , Potash Corp of Saskatchewan Inc , Danone , Adecco SA , Rolls-Royce Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for fmijx investment picks
  • Holdings: Qualcomm Inc , Lowe's Companies Inc , VF Corp , Perrigo Co PLC , Sherwin-Williams Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for gsrix investment picks
  • Holdings: Canadian Pacific Railway Ltd , Union Pacific Corp , Ferrovial SA , Enbridge Inc , American Tower Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for aiafx investment picks
  • Holdings: Cognizant Technology Solutions Corp Class A , Amgen Inc , Comcast Corp Class A , Apple Inc , Activision Blizzard Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for gtllx investment picks
  • Holdings: Vanguard Growth & Income Inv , Vanguard US Growth Inv , Vanguard Morgan™ Growth Inv , Vanguard Windsor™ II Inv , Vanguard Windsor™ Inv ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for vdeqx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Alibaba Group Holding Ltd ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for focax investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Growth R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for macvx 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: wicax - InvestEd Conservative to macvx - MFS Conservative Allocation C
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