Funds From: urtax.lw - JPMorgan Realty Income A Load Waived - Morningstar 3 Star Rated Fund to pavax.lw - ING Value Choice A Load Waived - Morningstar 3 Star Rated Fund


  • Holdings: Simon Property Group Inc, HCP Inc, Ventas Inc, Public Storage, Prologis Inc
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Exxon Mobil Corporation, Chevron Corp, Pfizer Inc, Procter & Gamble Co, Johnson & Johnson
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Target Corp, Pfizer Inc, Exxon Mobil Corporation, Microsoft Corporation, Royal Dutch Shell PLC ADR Class A
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Toyota Motor Corp, Roche Holding AG, DNB ASA., Samsung Electronics Co Ltd, Asahi Kasei Corp
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Putnam Dynamic Asset Allocation Bal Y, Putnam Dynamic Asset Allocation Gr Y, Putnam Absolute Return 700 Y, Putnam Absolute Return 500 Y, Putnam Absolute Return 300 Y
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Putnam Dynamic Asset Allocation Gr Y, Putnam Dynamic Asset Allocation Equity Y, Putnam Absolute Return 700 Y, Putnam Absolute Return 100 Y, Putnam Absolute Return 500 Y
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Putnam Dynamic Asset Allocation Gr Y, Putnam Dynamic Asset Allocation Equity Y, Putnam Absolute Return 700 Y, Putnam Absolute Return 500 Y, Putnam Dynamic Asset Allocation Bal Y
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Putnam Dynamic Asset Allocation Gr Y, Putnam Dynamic Asset Allocation Bal Y, Putnam Absolute Return 700 Y, Putnam Absolute Return 500 Y, Putnam Absolute Return 100 Y
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Pioneer Bond Y, Pioneer Short Term Income Y, Pioneer Strategic Income Y, Pioneer International Value Y, Pioneer Global High Yield Y
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Thrivent Limited Maturity Bond I, Thrivent Income I, Thrivent Partner Worldwide Allocation I, Thrivent Large Cap Value I
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: M&T Bank Corp, Invesco Ltd., Aetna Inc, Lam Research Corporation, Principal Financial Group
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Thrivent Partner Worldwide Allocation I, Thrivent Large Cap Value I, Thrivent Large Cap Growth I, Thrivent Large Cap Stock I
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Thrivent Income I, Thrivent Partner Worldwide Allocation I, Thrivent Limited Maturity Bond I, Thrivent Large Cap Value I, Thrivent Large Cap Growth I
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Sanofi, Royal Dutch Shell PLC Class B, AstraZeneca PLC, China Petroleum & Chemical Corporation H Shares, KDDI Corp.
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for wffax.lw investment picks
  • Holdings: Equity, Bond, 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
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  • Holdings: Roche Holding AG, HSBC Holdings PLC, Toyota Motor Corp, Sanofi, Samsung Electronics Co Ltd
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd, Industrial And Commercial Bank Of China Ltd. H Shares, China Construction Bank Corp H Shares, Mediatek Inc., AIA Group Ltd.
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Large Cap S&P 500 Index Inst, Principal Overseas Instl
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Principal Core Plus Bond I Institutional, Principal Bond & Mtg Securities Inst, Principal Short-Term Income Inst, Principal Bond Market Index Instl, Principal Inflation Protection Inst
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Principal Core Plus Bond I Institutional, Principal Bond & Mtg Securities Inst, Principal Bond Market Index Instl, Principal Short-Term Income Inst, Principal LargeCap Growth I Inst
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Principal Core Plus Bond I Institutional, Principal Bond & Mtg Securities Inst, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Bond Market Index Instl
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co, Chevron Corp, Wells Fargo & Co, Exxon Mobil Corporation, Comcast Corp Class A
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Overseas Instl, Principal Large Cap S&P 500 Index Inst, Principal Diversified Intl Inst
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Overseas Instl, Principal Large Cap S&P 500 Index Inst
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Cfc Multi-Hedged, iShares Russell 1000 Value Index, Coventry Health Care, Inc., iShares Russell 1000 Growth Index, Alterra Capital Holdings Ltd.
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG, Royal Dutch Shell PLC Class A, Novartis AG, Vodafone Group PLC, Siemens AG
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation, Pfizer Inc, Procter & Gamble Co, Wells Fargo & Co, JPMorgan Chase & Co
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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Funds From: urtax.lw - JPMorgan Realty Income A Load Waived - Morningstar 3 Star Rated Fund to pavax.lw - ING Value Choice A Load Waived - Morningstar 3 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