Funds From: OAKBX - Oakmark Equity & Income I - Morningstar 4 Star Rated Fund to ltrix - Principal LifeTime 2045 Instl - Morningstar 4 Star Rated Fund


  • Holdings: Oracle Corporation , Bank of America Corporation , General Motors Co , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for pbcax investment picks
  • Holdings: Willis Group Holdings PLC , International Business Machines Corp , Cimarex Energy Co , Boston Scientific Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for thimx investment picks
  • Holdings: MasterCard Inc Class A , Partners Group Holding , Dollarama Inc , Constellation Software Inc , Gildan Activewear Inc ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan High Yield R6 , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Mkts Eq R6 , JPMorgan Emerging Markets Debt R6 , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 4 Stars
Sign-up for etohx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for nbdax investment picks
  • Category: Long Government
  • Morningstar Rating: 4 Stars
Sign-up for bttrx investment picks
  • Holdings: Novartis AG , Unilever PLC , Sumitomo Mitsui Financial Group Inc , Roche Holding AG , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for diecx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , General Electric Co , Microsoft Corp , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tiirx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Johnson & Johnson , Chevron Corp , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for tilvx investment picks
  • Holdings: Sempra Energy , Ameriprise Financial Inc , Tyson Foods Inc Class A , Fifth Third Bancorp , Vornado Realty Trust ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for trvrx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for vipix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for jyhix investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds Inc Fund of Amer R6 , American Funds Capital Inc Bldr R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for rcjtx investment picks
  • Holdings: Johnson & Johnson , Berkshire Hathaway Inc Class B , Procter & Gamble Co , International Business Machines Corp , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for trscx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for prrdx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay S&P 500 Index I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
Sign-up for myrax investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for raetx investment picks
  • Holdings: Hillshire Brands Co , Energizer Holdings Inc , Hanesbrands Inc , Kirby Corp , Mettler-Toledo International Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for dpscx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for abmrx investment picks
  • Holdings: TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for tftix 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: 4 Stars
Sign-up for pcgpx investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Bayer AG , Sanofi , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for minbx investment picks
  • Holdings: Novartis AG ADR , Diageo PLC ADR , Schneider Electric ADR , Royal Dutch Shell PLC ADR Class A , Total SA ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for nrrix investment picks
  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for pyusx investment picks
  • Holdings: NewMarket Corp , Cintas Corp , Deckers Outdoor Corp , M&T Bank Corp , Alleghany Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for tmpix 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 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for ltrix investment picks
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Funds From: OAKBX - Oakmark Equity & Income I - Morningstar 4 Star Rated Fund to ltrix - Principal LifeTime 2045 Instl - Morningstar 4 Star Rated Fund
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