Funds From: pmcpx - Principal MidCap P - Morningstar 5 Star Rated Fund to firux - Fidelity Income Replacement 2036 - Morningstar 5 Star Rated Fund


  • Holdings: O'Reilly Automotive Inc , Brookfield Asset Management Inc Class A , Liberty Media Corporation Class A , TJX Companies , Markel Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Comcast Corp , Amgen Inc , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Viacom, Inc. Class B , eBay Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Alliance Data Systems Corporation , International Rectifier , Alere Inc , Charles River Laboratories International Inc , Rovi Corp ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Pfizer Inc , JPMorgan Chase & Co , Exxon Mobil Corporation , Chevron Corp , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Novartis AG , BP PLC , Amgen Inc , Altria Group Inc. , Philip Morris International, Inc. ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: TD Ameritrade Holding Corporation , Lear Corporation , Western Digital Corporation , Graphic Packaging Holding Co , Crown Holdings Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Danaher Corporation , Thermo Fisher Scientific Inc , Us Treasury N/B 2.75 11/15/2023 , United Technologies Corp , Fiserv, Inc. ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for itctx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
Sign-up for olcax investment picks
  • Holdings: Danaher Corporation , Thermo Fisher Scientific Inc , US Treasury Note 2.75% , United Technologies Corp , Fiserv, Inc. ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for PRWCX investment picks
  • Holdings: MFS® High Yield Pooled , Simon Property Group Inc , US Treasury Note 2.125% , US Treasury Note 0.875% , Public Storage ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
Sign-up for ltnyx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for hhmix investment picks
  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Berkshire Hathaway Inc Class B , Microsoft Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for seecx investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
Sign-up for parfx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 , American Funds Mortgage R6 ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for aaatx investment picks
  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , Johnson & Johnson , Pfizer Inc , Loews Corporation ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for dualx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for firux investment picks
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Funds From: pmcpx - Principal MidCap P - Morningstar 5 Star Rated Fund to firux - Fidelity Income Replacement 2036 - Morningstar 5 Star Rated Fund
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