Funds From: jnabx - JPMorgan SmartRetirement Blend 2050 R5 to lpeax - Vista Listed Private Equity Plus A


  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , iShares Russell 2000 , JPMorgan High Yield R6 ,
  • Category: Target Date 2046-2050
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  • Category: Bank Loan
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  • Category: Short-Term Bond
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Category: Bear Market
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  • Category: Short-Term Bond
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  • Holdings: Vanguard S&P 500 ETF , iShares Core Total US Bond Market ETF , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Target Date 2011-2015
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Category: Bear Market
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , iShares Russell 2000 , JPMorgan High Yield R6 ,
  • Category: Target Date 2036-2040
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  • Category: Muni National Interm
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  • Holdings: Manning & Napier Pro-Blend Extnd Term I , Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2021-2025
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  • Holdings: Legg Mason Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS , Legg Mason BW Global Opportunities Bd IS , Western Asset Intermediate Bond IS ,
  • Category: Moderate Allocation
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Pfizer Inc , Exxon Mobil Corporation , Hewlett-Packard Co ,
  • Category: Large Value
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corporation ,
  • Category: Trading-Leveraged Equity
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: Rice Energy Inc , Bunzl PLC , Consol Energy Inc , Croda International PLC , Swift Transportation Co ,
  • Category: World Stock
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  • Holdings: PNC Large Cap Core I , PNC International Equity I , PNC Bond I , PNC Small Cap I , Vanguard Emerging Mkts Stock Idx Signal ,
  • Category: Target Date 2036-2040
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
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  • Holdings: MFS® Research Bond R5 , MFS® Value R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Mid Cap Growth R5 ,
  • Category: Target Date 2021-2025
Sign-up for LTTRX investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 , American Funds Invmt Co of Amer R6 , American Funds Intl Gr And Inc R6 , American Funds Growth Fund of Amer R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Apple Inc , Halliburton Company , Nu Skin Enterprises, Inc. Class A , Cabot Corporation , Qualcomm, Inc. ,
  • Category: Large Blend
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  • Holdings: MFS® Research Bond R5 , MFS® Value R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Mid Cap Growth R5 ,
  • Category: Target Date 2021-2025
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for CBAEX investment picks
  • Holdings: iPath MSCI India Index ETN , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
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  • Category: Intermediate-Term Bond
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  • Category: World Bond
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  • Holdings: Mini Msci Eafe Jun14 Xnli 20140620 , Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
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  • Holdings: 3i Ord , AP Alternative Assets Ord , Blackstone Group LP , HBM Healthcare Investments AG Ord , Ares Capital Corporation ,
  • Category: Miscellaneous Sector
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Funds From: jnabx - JPMorgan SmartRetirement Blend 2050 R5 to lpeax - Vista Listed Private Equity Plus A
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