Funds From: svbcx - JHancock Balanced C - Large Blend to jbssx - JPMorgan SmartRetirement® Blend 2025 Sel - Large Blend


  • Holdings: Equity, Bond, Microsoft Corporation, Qualcomm, Inc., Apple Inc, JPMorgan Chase & Co, CVS Caremark Corp
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for svbcx investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Overseas Instl, Principal Large Cap S&P 500 Index Inst
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ptdjx investment picks
  • Holdings: Equity, Bond, Guggenheim S&P 500 Equal Weight, iShares Barclays 1-3 Year Treasury Bond, iShares High Dividend Equity, iShares Core S&P Total US Stock Mkt ETF, iShares Dow Jones US Real Estate
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for astrx investment picks
  • Holdings: Equity, Bond, ProShares Short S&P500, SPDR S&P 500, iShares Core S&P 500 ETF, ProShares Short Dow30, iShares Russell 2000 Index
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for cleix investment picks
  • Holdings: Equity, Bond
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mgslx investment picks
  • Holdings: Equity, Bond, JPMorgan Inflation Managed Bond R6, JPMorgan Floating Rate Income Select, JPMorgan Realty Income R5, JPMorgan Real Return Instl, Jpmorgan Tr I
  • Category: Conservative Allocation
Sign-up for jrncx investment picks
  • Holdings: Equity, Bond, RidgeWorth Total Return Bond I, RidgeWorth Large Cap Value Equity I, RidgeWorth Large Cap Growth Stock I, RidgeWorth Mid-Cap Value Equity I, iShares Core S&P 500 ETF
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sgiax investment picks
  • Holdings: Equity, Bond, Fidelity Series Investment Grade Bond, Fidelity Series All-Sector Equity, Fidelity Series Commodity Strategy, Fidelity Series High Income, Fidelity Series International Value
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for fcfex investment picks
  • Holdings: Equity, Bond, Fidelity Series All-Sector Equity, Fidelity Series Commodity Strategy, Fidelity Series Investment Grade Bond, Fidelity Series International Value, Fidelity Series International Growth
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for ftffx investment picks
  • Holdings: Equity, Bond, Hartford International Opportunities Y, Hartford Dividend & Growth Y, Hartford Capital Appreciation Y, Hartford Emerging Markets Research Y, Hartford Alternative Strategies Y
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hrabx investment picks
  • Holdings: Equity, Bond, Apple Inc, JPMorgan Chase & Co, Qualcomm, Inc., MasterCard Incorporated Class A, U.S. Bancorp
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for psbcx investment picks
  • Holdings: Equity, Bond, Apple Inc, Qualcomm, Inc., JPMorgan Chase & Co, Gilead Sciences Inc, U.S. Bancorp
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nainx investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Overseas Instl, Principal Large Cap S&P 500 Index Inst
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for ptdax investment picks
  • Holdings: Equity, Bond, RidgeWorth Total Return Bond I, RidgeWorth Large Cap Value Equity I, RidgeWorth Large Cap Growth Stock I, RidgeWorth Mid-Cap Value Equity I, iShares Core S&P 500 ETF
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for svmax investment picks
  • Holdings: Equity, Bond, JPMorgan Core Bond R6, JPMorgan High Yield R6, JPMorgan Disciplined Equity R6, JPMorgan Inflation Managed Bond R6, JPMorgan Corporate Bond R6
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
Sign-up for jswsx investment picks
  • Holdings: Equity, Bond, JPMorgan Core Bond R6, JPMorgan Disciplined Equity R6, JPMorgan High Yield R6, JPMorgan International Equity R6, JPMorgan Intl Opp R6
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for jsmax investment picks
  • Holdings: Equity, Bond, Western Asset Core Plus Bond IS, Western Asset Total Return Uncons IS, Western Asset High Yield IS, Legg Mason Strategic Real Return IS, Legg Mason Batterymarch Intl Eq IS
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for lmgix investment picks
  • Holdings: Equity, Bond, Western Asset Core Plus Bond IS, Legg Mason Batterymarch US Lg Cap Eq IS, ClearBridge Appreciation IS, Legg Mason BW Diversified Lg Cp Val IS, Western Asset Total Return Uncons IS
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for llaix investment picks
  • Holdings: Equity, Bond, Legg Mason Batterymarch US Lg Cap Eq IS, Legg Mason BW Diversified Lg Cp Val IS, ClearBridge Appreciation IS, ClearBridge Aggressive Growth IS, ClearBridge International All Cap Opp IS
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for lanix investment picks
  • Holdings: Equity, Bond, Fidelity Total Bond, Fidelity Series Broad Market Opps, Fidelity Advisor Intl Discovery I, Fidelity Equity-Income, Fidelity Disciplined Equity
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for firux investment picks
  • Holdings: Equity, Bond, Fidelity Total Bond, Fidelity Series Broad Market Opps, Fidelity Advisor Intl Discovery I, Fidelity Equity-Income, Fidelity Disciplined Equity
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for furix investment picks
  • Holdings: Equity, Bond, JPMorgan Disciplined Equity R6, JPMorgan Value Advantage Instl, JPMorgan International Equity R6, JPMorgan Intl Opp R6, JPMorgan Intrepid America R5
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
Sign-up for jtsax investment picks
  • Holdings: Equity, Bond, MainStay MAP I, MainStay Common Stock I, MainStay Intermediate Term Bond I, MainStay Epoch US All Cap I, MainStay S&P 500 Index I
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mrtfx investment picks
  • Holdings: Equity, Bond, MainStay Intermediate Term Bond I, MainStay MAP I, Mainstay US Equity Opportunities I, MainStay Floating Rate I, MainStay ICAP Equity I
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mmrdx investment picks
  • Holdings: Equity, Bond, Fidelity Total Bond, Fidelity Advisor Intl Discovery I, Fidelity Series Broad Market Opps, Fidelity Equity-Income, Fidelity Disciplined Equity
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for firfx investment picks
  • Holdings: Equity, Bond, Schwab Fdmtl US Lg Co Idx, Madison Mosaic Disciplined Equity Y, Madison Large Cap Value Y, Metropolitan West Total Return Bond I, Madison Mid Cap Y
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for maacx investment picks
  • Holdings: Equity, Bond, iShares Russell 1000 Value Index, iShares MSCI EAFE Index, ClearBridge International All Cap Opp IS, Legg Mason Batterymarch Intl Eq IS, Western Asset Core Bond IS
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for lmnax investment picks
  • Holdings: Equity, Bond
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for mcnvx investment picks
  • Holdings: Equity, Bond, iShares iBoxx $ High Yield Corporate Bd, iShares iBoxx $ Invest Grade Corp Bond, iShares Emerging Markets Local Cur Bond, iShares MSCI EAFE Index, iShares JPMorgan USD Emerg Markets Bond
  • Category: Conservative Allocation
Sign-up for maiyx investment picks
  • Holdings: Equity, Bond, Vanguard S&P 500 ETF, iShares MSCI EAFE Index, iShares Core Total US Bond Market ETF, JPMorgan Core Bond R6, JPMorgan High Yield R6
  • Category: Target Date 2021-2025
Sign-up for jbssx investment picks
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Funds From: svbcx - JHancock Balanced C - Large Blend to jbssx - JPMorgan SmartRetirement® Blend 2025 Sel - Large Blend
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity