Funds From: lmqrx - QS Legg Mason Target Retirement 2030 R - Large Blend to cbafx - American Funds Balanced Port 529F1 - Large Blend


  • Holdings: Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Western Asset Core Bond IS , iShares Russell 1000 Value , Legg Mason Batterymarch Intl Eq IS ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Western Asset Core Bond IS , iShares Russell 1000 Value , Legg Mason Batterymarch Intl Eq IS ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Western Asset Core Bond IS , iShares Russell 1000 Value , Legg Mason Batterymarch Intl Eq IS ,
  • Category: Target Date 2026-2030
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , Vanguard REIT Index ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , Vanguard REIT Index ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , Vanguard REIT Index ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , Vanguard REIT Index ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , Vanguard REIT Index ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , Vanguard REIT Index ETF ,
  • Category: Retirement Income
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Legg Mason Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Legg Mason Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Legg Mason Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Western Asset Core Bond IS , iShares Russell 1000 Value , Legg Mason Batterymarch Intl Eq IS ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , Vanguard REIT Index ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Small Cap Value ETF , iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Market , Vanguard S&P 500 ETF , Fidelity SpartanĀ® Intl Idx Advtg ,
  • Category: Moderate Allocation
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  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , 1258769rr Trs Usd R E Ndueefg Index , 1258769rr Trs Usd P V 03mlibor Ndueefg Index-20bps , Euro-Bund Future Jun14 Xeur 20140606 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Small Cap Value ETF , iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Market , Vanguard S&P 500 ETF , Fidelity SpartanĀ® Intl Idx Advtg ,
  • Category: Moderate Allocation
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year US TIPS Index ETF , Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year US TIPS Index ETF , Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year US TIPS Index ETF , Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year US TIPS Index ETF , Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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Funds From: lmqrx - QS Legg Mason Target Retirement 2030 R - Large Blend to cbafx - American Funds Balanced Port 529F1 - Large Blend
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