Funds From: svbcx - JHancock Balanced C - Large Blend to fskyx - Nuveen Strategy Balanced Allc I - Large Blend


  • Holdings: Apple Inc , JPMorgan Chase & Co , Qualcomm Inc , Microsoft Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svbcx investment picks
  • Holdings: CVS Health Corp , LyondellBasell Industries NV , Tronox Worldwide 6.375% , Covidien PLC , FEI Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ekbyx investment picks
  • Holdings: Fed Natl Mort Assc 4% , 5 Year US Treasury Note Future Dec14 , Fed Natl Mort Assc 4.5% , US Treasury Bond 3.375% , E-mini S&P 500 Index Future Sept14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dfbcx investment picks
  • Holdings: Nuveen Dividend Value R6 , Nuveen Tactical Market Opportunities I , Nuveen International Growth I , Nuveen High Yield Municipal Bond I , Nuveen Tradewinds International Value I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsnsx investment picks
  • Holdings: Fed Natl Mort Assc 4% , 5 Year US Treasury Note Future Dec14 , Fed Natl Mort Assc 4.5% , US Treasury Bond 3.375% , E-mini S&P 500 Index Future Sept14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for dffix investment picks
  • Holdings: CVS Health Corp , LyondellBasell Industries NV , Tronox Worldwide 6.375% , Covidien PLC , FEI Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ekbcx investment picks
  • Holdings: S&P500 Emini Sep 14 , Columbia Mortgage Opportunities I , TOPIX Index Future Sept14 , Euro BUND Future Sept14 , FTSE 100 Index (New Style) Future Sept14 ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rsscx investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ptdmx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
Sign-up for plwix investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for ptcsx investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ptdsx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for ptbsx investment picks
  • Holdings: Nuveen Dividend Value R6 , Nuveen Tradewinds International Value I , Nuveen International Growth I , Nuveen Tactical Market Opportunities I , Nuveen Large-Cap Value I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for faagx investment picks
  • Holdings: Nuveen Core Plus Bond I , Nuveen Core Bond I , Nuveen Tactical Market Opportunities I , Nuveen Short-Term Bond I , Nuveen Strategic Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsfix investment picks
  • Holdings: 5 Year US Treasury Note Future Dec14 , Fed Natl Mort Assc 4.5% , US Treasury Bond 3.375% , Fed Natl Mort Assc 4% , Us Long Bond (Cbt) Dec14 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dficx investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , MSCI Emerging Market Index Future Sept14 , Microsoft Corp , MSCI EAFE Index Future Sept14 , Celgene Corp ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for dfgix investment picks
  • Holdings: Nuveen Dividend Value R6 , Nuveen Tradewinds International Value I , Nuveen International Growth I , Nuveen Tactical Market Opportunities I , Nuveen Large-Cap Value I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsacx investment picks
  • Holdings: Nuveen Dividend Value R6 , Nuveen Tradewinds International Value I , Nuveen International Growth I , Nuveen Tactical Market Opportunities I , Nuveen Large-Cap Value I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsayx investment picks
  • Holdings: Nuveen Dividend Value R6 , Nuveen Tactical Market Opportunities I , Nuveen International Growth I , Nuveen High Yield Municipal Bond I , Nuveen Tradewinds International Value I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fagsx investment picks
  • Holdings: Nuveen Core Plus Bond I , Nuveen Core Bond I , Nuveen Tactical Market Opportunities I , Nuveen Short-Term Bond I , Nuveen Strategic Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fsfyx investment picks
  • Holdings: Nuveen Tactical Market Opportunities I , Nuveen Core Bond I , Nuveen Core Plus Bond I , Nuveen High Yield Municipal Bond I , Nuveen Dividend Value R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsgnx investment picks
  • Holdings: Nuveen Dividend Value R6 , Nuveen Tactical Market Opportunities I , Nuveen International Growth I , Nuveen High Yield Municipal Bond I , Nuveen Tradewinds International Value I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fsncx investment picks
  • Holdings: Nuveen Dividend Value R6 , Nuveen Tactical Market Opportunities I , Nuveen International Growth I , Nuveen High Yield Municipal Bond I , Nuveen Tradewinds International Value I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsgyx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Qualcomm Inc , Microsoft Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svbix investment picks
  • Holdings: Nuveen Tactical Market Opportunities I , Nuveen Core Bond I , Nuveen Core Plus Bond I , Nuveen High Yield Municipal Bond I , Nuveen Dividend Value R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fskcx investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ptdjx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for pltjx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for plfjx investment picks
  • Holdings: Nuveen Core Plus Bond I , Nuveen Core Bond I , Nuveen Tactical Market Opportunities I , Nuveen Short-Term Bond I , Nuveen Strategic Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsjcx investment picks
  • Holdings: Nuveen Tactical Market Opportunities I , Nuveen Core Bond I , Nuveen Core Plus Bond I , Nuveen High Yield Municipal Bond I , Nuveen Dividend Value R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fskyx investment picks
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Funds From: svbcx - JHancock Balanced C - Large Blend to fskyx - Nuveen Strategy Balanced Allc I - Large Blend
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