Funds From: pbccx - PNC Balanced Allocation C - Large Blend to rektx - American Funds 2055 Trgt Date Retire R5 - Large Blend


  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR S&P 500 , Apple Inc , US Treasury Note 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Short-Term Income Inst , Principal Bond Market Index Instl , Principal Global Div Inc Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Short-Term Income Inst , Principal Bond Market Index Instl , Principal Global Div Inc Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for plsix investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Bond Market Index Instl , Principal Short-Term Income Inst , Principal LargeCap Growth I Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Bond Market Index Instl , Principal Short-Term Income Inst , Principal LargeCap Growth I Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Short-Term Bond F , Fidelity® Series High Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for ffkcx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Short-Term Bond F , Fidelity® Series High Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for ffkvx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Short-Term Bond F , Fidelity® Series High Income F , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series International Value F ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for ffkbx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Short-Term Bond F , Fidelity® Series High Income F , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series International Growth F ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Dreyfus Intermediate Term Income I , Dreyfus Bond Market Index Basic , Dreyfus Short Duration Bond Z , Dreyfus Research Growth Z , Dreyfus High Yld I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scalx investment picks
  • Holdings: Dreyfus Intermediate Term Income I , Dreyfus Short Duration Bond Z , Dreyfus Research Growth Z , Dreyfus Appreciation Investor , Dreyfus Strategic Value I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for aamtx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for ramtx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
Sign-up for rcmtx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for rbmtx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
Sign-up for rdjtx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
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Funds From: pbccx - PNC Balanced Allocation C - Large Blend to rektx - American Funds 2055 Trgt Date Retire R5 - Large Blend
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