Funds From: nitax.lw - Nuveen Inflation Protected Muni Bd A LW to jtaax.lw - JPMorgan Tax Aware Income Opp A LW


  • Category: Muni National Interm
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  • Holdings: Equity, Bond
  • Category: Nontraditional Bond
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  • Holdings: Equity, Bond, American Century NT Large Company Val I, American Century NT Growth Institutional, American Century NT Equity Growth Instl, American Century NT Diversified Bond I, American Century NT Intl Growth I
  • Category: Target Date 2051+
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  • Holdings: Equity, Bond, Gaf
  • Category: World Allocation
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  • Holdings: Seagate Technology PLC, Health Care REIT, Inc., National Retail Properties Inc, Equity Residential, LSI Corporation
  • Category: Large Blend
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  • Holdings: Seagate Technology PLC, Health Care REIT, Inc., National Retail Properties Inc, Equity Residential, LSI Corporation
  • Category: Large Blend
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  • Holdings: Equity, Bond, Novartis AG, BP PLC, Amgen Inc, Microsoft Corporation, Altria Group Inc.
  • Category: World Allocation
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  • Holdings: Equity, Bond, Novartis AG, BP PLC, Amgen Inc, Microsoft Corporation, Altria Group Inc.
  • Category: World Allocation
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  • Holdings: Equity, Bond, Novartis AG, BP PLC, Amgen Inc, Microsoft Corporation, Altria Group Inc.
  • Category: World Allocation
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  • Holdings: Equity, Bond, Novartis AG, BP PLC, Amgen Inc, Microsoft Corporation, Altria Group Inc.
  • Category: World Allocation
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  • Holdings: Equity, Bond, Novartis AG, BP PLC, Amgen Inc, Microsoft Corporation, Altria Group Inc.
  • Category: World Allocation
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  • Holdings: Equity, Bond
  • Category: Muni Single State Long
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  • Category: High Yield Bond
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  • Holdings: Equity, Bond, iShares FTSE EPRA/NAREIT Dev RE ex-US, BlackRock Commodity Strategies Instl
  • Category: Target Date 2031-2035
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  • Holdings: Equity, Bond, iShares FTSE EPRA/NAREIT Dev RE ex-US, iShares Cohen & Steers Realty Majors
  • Category: Target Date 2041-2045
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  • Holdings: Equity, Bond, Hercules Technology Growth Capital, Inc. BDC, AllianceBernstein Holding L.P., Liberty Property Trust, Northstar Realty Finance Corporation, Newcastle Investment Corporation
  • Category: Conservative Allocation
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  • Holdings: Equity, Bond
  • Category: Muni National Interm
Sign-up for umnox investment picks
  • Holdings: Eaton Corporation PLC, Pfizer Inc, Medtronic, Inc., JPMorgan Chase & Co, Citigroup Inc
  • Category: Large Value
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  • Holdings: Equity, Bond, TIBCO Software, Inc., Cooper Companies, Goldcorp, Inc., Concho Resources, Inc., Clean Harbors, Inc.
  • Category: Market Neutral
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  • Holdings: Equity, Bond, TIBCO Software, Inc., Cooper Companies, Goldcorp, Inc., Concho Resources, Inc., Clean Harbors, Inc.
  • Category: Market Neutral
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  • Holdings: Roche Holding AG, Mitsubishi UFJ Financial Group, Inc., Air Liquide SA, Canadian National Railway Co, Rolls-Royce Holdings PLC
  • Category: Foreign Large Blend
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  • Holdings: Equity, Bond, Simon Property Group Inc, Mitsui Fudosan Co., Ltd.
  • Category: Conservative Allocation
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd, China Construction Bank Corp H Shares, China Mobile Ltd., Cheung Kong Holdings, Ltd., China Petroleum & Chemical Corporation H Shares
  • Category: China Region
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  • Holdings: Seagate Technology PLC, Health Care REIT, Inc., National Retail Properties Inc, Equity Residential, LSI Corporation
  • Category: Large Blend
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  • Holdings: iShares S&P 500 Growth Index, Oil States International, Inc., Dollar Tree Stores, Inc., CH Robinson Worldwide, Inc., IAC/InterActiveCorp
  • Category: Large Growth
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  • Holdings: New York Community Bancorp, Inc., Hospitality Properties Trust, EPR Properties, Lorillard, Inc., Six Flags Entertainment Corp
  • Category: Mid-Cap Value
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  • Holdings: iShares S&P 500 Value Index, Seagate Technology PLC, Health Care REIT, Inc., National Retail Properties Inc, Equity Residential
  • Category: Large Value
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  • Holdings: Hewlett-Packard Co, Apple Inc, Boeing Co, Bank of America Corporation, Ford Motor Co
  • Category: Large Value
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  • Holdings: Time Warner Inc, Royal Dutch Shell PLC Class A, Roche Holding AG, Eni SpA, ConocoPhillips
  • Category: World Stock
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  • Category: Muni National Interm
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Funds From: nitax.lw - Nuveen Inflation Protected Muni Bd A LW to jtaax.lw - JPMorgan Tax Aware Income Opp A LW
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