Funds From: rbafx - American Funds Balanced Port R5 to jccxx - JPMorgan Current Yield MM Capital


  • 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: Trading-Inverse Debt
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  • Category: Short-Term Bond
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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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  • 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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  • Holdings: Petroquest Energy Inc , Orbital Sciences Corp , Argo Group International Holdings Ltd , Wabash National Corp , Domtar Corp ,
  • Category: Small Value
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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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  • Category: Muni National Interm
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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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  • Category: World Bond
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  • Category: Intermediate-Term Bond
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
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  • Holdings: Patriot Transportation Holdings Inc , First NBC Bank Holding Co , Fabrinet , Hallmark Financial Services Inc , Biglari Holdings Inc ,
  • Category: Small Blend
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  • Holdings: Bunzl PLC , Swift Transportation Co , Croda International PLC , Kroton Educacional SA , Rice Energy Inc ,
  • Category: World Stock
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities 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: PNC Large Cap Core I , PNC Bond I , PNC Limited Maturity Bond I , PNC International Equity I , Vanguard Inflation-Protected Secs Adm ,
  • Category: Target Date 2016-2020
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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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  • Category: Intermediate-Term Bond
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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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  • Category: Muni National Interm
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  • Holdings: PNC Bond I , PNC Limited Maturity Bond I , PNC Large Cap Core I , Vanguard Inflation-Protected Secs Adm , PNC International Equity I ,
  • Category: Retirement Income
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Mutual R6 , American Funds Global Balanced R6 , American Funds Washington Mutual R6 , American Funds Mortgage R6 ,
  • Category: Conservative Allocation
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  • Holdings: Johnson & Johnson , Kimberly-Clark Corp , 3M Co , Lockheed Martin Corp , General Electric Co ,
  • Category: Large Blend
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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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  • Category: Emerging Markets Bond
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  • Category: Currency
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  • Holdings: Anheuser-Busch Inbev SA , Bayerische Motoren Werke AG , CIE FINANCIERE RICHEMONT SA , Sap AG , Roche Holding AG ,
  • Category: Foreign Large Growth
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  • Category: Money Market-Taxable
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Funds From: rbafx - American Funds Balanced Port R5 to jccxx - JPMorgan Current Yield MM Capital
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