Funds From: caibx - American Funds Capital Income Bldr A LW - Large Value to tsmix - Touchstone Moderate Gr Allc Instl - Large Blend


  • Holdings: Altria Group Inc , Verizon Communications Inc , Philip Morris International Inc , AbbVie Inc , National Grid PLC ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Shinsei Bank, Ltd. , Mitsubishi UFJ Lease & Finance Co Ltd , ZENKOKU HOSHO Co.,Ltd. , Kongsberg Gruppen ASA , gategroup Holding AG ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Comcast Corp Class A , JPMorgan Chase & Co , Citigroup Inc , Bank of America Corporation , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche EAFE Equity Index Institutional , Central Cash Management Fd Central Cash Management Fd , Deutsche Small Cap Core S ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche EAFE Equity Index Institutional , Central Cash Management Fd Central Cash Management Fd , Deutsche Small Cap Core S ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche EAFE Equity Index Institutional , Central Cash Management Fd Central Cash Management Fd , Deutsche Small Cap Core S ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche EAFE Equity Index Institutional , Central Cash Management Fd Central Cash Management Fd , Deutsche Small Cap Core S ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Baidu Inc ADR , MasterCard Inc Class A , Teva Pharmaceutical Industries Ltd ADR , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Berkshire Hathaway , Blackhawk Network Holdings Inc Class A , Greenlight Capital Re Ltd Class A , News Corp Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Growth ETF , PowerShares QQQ ETF , iShares Core S&P 500 , Vanguard Health Care ETF , Consumer Staples Select Sector SPDR┬« ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
Sign-up for eccax investment picks
  • Holdings: TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for tclox investment picks
  • Holdings: TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Bond Plus Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Bond Plus Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Bond Plus Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Bond Plus Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Bond Plus Inst , TIAA-CREF Short-Term Bond Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Holdings: Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional , Touchstone Focused Instl , Touchstone Premium Yield Equity Y ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tgqix investment picks
  • Holdings: Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional , Touchstone Focused Instl , Touchstone Premium Yield Equity Y ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional , Touchstone Focused Instl , Touchstone Premium Yield Equity Y ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Touchstone Ultra Short Dur F/I Instl , Touchstone Total Return Bond Instl , Touchstone International Fixed Inc Inst , Touchstone Flexible Income Instl , Touchstone Sands Capital Inst Gr ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Touchstone Ultra Short Dur F/I Instl , Touchstone Total Return Bond Instl , Touchstone International Fixed Inc Inst , Touchstone Flexible Income Instl , Touchstone Sands Capital Inst Gr ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for tsacx investment picks
  • Holdings: Touchstone Ultra Short Dur F/I Instl , Touchstone Total Return Bond Instl , Touchstone International Fixed Inc Inst , Touchstone Flexible Income Instl , Touchstone Sands Capital Inst Gr ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional , Touchstone Premium Yield Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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Funds From: caibx - American Funds Capital Income Bldr A LW - Large Value to tsmix - Touchstone Moderate Gr Allc Instl - Large Blend
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