Funds From: ltgrx - Thornburg Limited-Term US Govt R5 to wdvyx - Waddell & Reed Dividend Opps Y


  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond, LinnCo LLC
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd, Taiwan Semiconductor Manufacturing Co Ltd, China Mobile Ltd., China Construction Bank Corp H Shares, OAO Gazprom ADR
  • Category: Diversified Emerging Mkts
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  • Holdings: Bayer AG, Tate & Lyle PLC, Adecco SA, Skf Ab, Holcim Ltd
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, TIAA-CREF Equity Index Instl, TIAA-CREF Bond Index Institutional, TIAA-CREF International Eq Idx Instl, TIAA-CREF Emerging Markets Eq Idx Instl, TIAA-CREF Inflation Link Bd Instl
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond, TIAA-CREF Equity Index Instl, TIAA-CREF International Eq Idx Instl, TIAA-CREF Bond Index Institutional, TIAA-CREF Emerging Markets Eq Idx Instl
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond, TIAA-CREF Bond Instl, TIAA-CREF Inflation Link Bd Instl, TIAA-CREF Short-Term Bond Inst, TIAA-CREF Large-Cap Value Instl, TIAA-CREF Enh Lg Cp Val Idx Inst
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond, TIAA-CREF Bond Plus Inst, TIAA-CREF Large-Cap Value Instl, TIAA-CREF Enh Lg Cp Val Idx Inst, TIAA-CREF Large-Cap Growth Inst, TIAA-CREF Enh Lg Cp Gr Idx Inst
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, iShares Barclays TIPS Bond, iShares S&P 500 Value Index, Vanguard FTSE All-World ex-US ETF, iShares S&P 500 Growth Index, FlexShares iBoxx 3Yr Target Dur TIPS ETF
  • Category: Conservative Allocation
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  • Holdings: Equity, Bond, Vanguard FTSE All-World ex-US ETF, iShares S&P 500 Growth Index, iShares Core S&P Small-Cap ETF, iShares Core S&P Mid-Cap ETF, iShares S&P 500 Value Index
  • Category: Aggressive Allocation
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  • Holdings: Equity, Bond, Vanguard FTSE All-World ex-US ETF, iShares S&P 500 Growth Index, iShares Core S&P Small-Cap ETF, iShares Core S&P Mid-Cap ETF, iShares S&P 500 Value Index
  • Category: Aggressive Allocation
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  • Holdings: Equity, Bond, Vanguard FTSE All-World ex-US ETF, iShares S&P 500 Growth Index, iShares Core S&P Small-Cap ETF, iShares Core S&P Mid-Cap ETF, iShares S&P 500 Value Index
  • Category: Aggressive Allocation
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  • Holdings: Equity, Bond, Vanguard FTSE All-World ex-US ETF, iShares S&P 500 Growth Index, iShares Core S&P Small-Cap ETF, iShares Core S&P Mid-Cap ETF, iShares S&P 500 Value Index
  • Category: Aggressive Allocation
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  • Holdings: Equity, Bond, Vanguard FTSE All-World ex-US ETF, iShares S&P 500 Growth Index, iShares Core S&P Mid-Cap ETF, iShares S&P 500 Value Index, iShares Core S&P Small-Cap ETF
  • Category: Moderate Allocation
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  • Holdings: Equity, Bond, Vanguard FTSE All-World ex-US ETF, iShares S&P 500 Growth Index, iShares Core S&P Mid-Cap ETF, iShares S&P 500 Value Index, iShares Core S&P Small-Cap ETF
  • Category: Moderate Allocation
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  • Holdings: Equity, Bond, Transamerica Total Return I2, Transamerica Large Cap Value I2, Transamerica Diversified Equity I2, Transamerica Core Bond I2, Transamerica Growth I2
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Cisco Systems Inc, Microsoft Corporation, Google, Inc. Class A, Apple Inc, Amgen Inc
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Unilever PLC, Orix Corporation, Novartis AG, Hitachi, Ltd., Siemens AG
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Pfizer Inc, General Electric Co, Time Warner Inc, Johnson & Johnson, Exxon Mobil Corporation
  • Category: Large Value
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  • Holdings: Nu Skin Enterprises, Inc. Class A, CACI International, Inc. Class A, World Acceptance Corporation, Omega Healthcare Investors, Inc., Rent-A-Center, Inc.
  • Category: Small Value
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  • Holdings: Apple Inc, Microsoft Corporation, Google, Inc. Class A, Dell Inc, Baidu, Inc. ADR
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: First Citizens BancShares Inc (DE) Class A, Kadant, Inc., Matthews International Corporation Class A, UMB Financial Corporation, ATMI, Inc.
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Pfizer Inc, JPMorgan Chase & Co, General Electric Co, Cisco Systems Inc, Citigroup Inc
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, TFS Market Neutral, MainStay Marketfield I, Market Vectors EM Local Curr Bond ETF, Market Vectors Gold Miners ETF
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Vantagepoint International T, Vantagepoint Equity Income T, Vantagepoint Growth T, Vantagepoint Growth & Income T, Vantagepoint Select Value T
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc, Pfizer Inc, Qualcomm, Inc., Wells Fargo & Co, Philip Morris International, Inc.
  • Category: Large Blend
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  • Holdings: Apple Inc, Pfizer Inc, Qualcomm, Inc., Wells Fargo & Co, Philip Morris International, Inc.
  • Category: Large Blend
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  • Holdings: WisdomTree Japan Hedged Equity, Hitachi, Ltd., AIA Group Ltd., Bank Rakyat Indonesia (Persero) Tbk Class B, DBS Group Holdings Ltd
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co, Microchip Technology, Inc., Schlumberger NV, Anheuser-Busch Inbev SA ADR, Union Pacific Corp
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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Funds From: ltgrx - Thornburg Limited-Term US Govt R5 to wdvyx - Waddell & Reed Dividend Opps Y
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