Funds From: rfitx - American Funds 2050 Trgt Date Retire R6 - Large Blend to pwmcx - ESG Managers Income Port C - Large Blend


  • 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
Sign-up for rrctx 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 Equity-Income 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 Growth F ,
  • Category: Retirement Income
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  • Holdings: Huntington Dividend Capture Instl , Huntington International Equity Instl , Huntington EcoLogical Strategy ETF , Huntington US Equity Rotation Strat ETF , Huntington Situs Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for hgrfx investment picks
  • 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
Sign-up for smdax 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: 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
Sign-up for rektx 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 rfktx investment picks
  • Holdings: PIMCO Income Instl , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Parnassus Core Equity Institutional , Access Capital Community Investment I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pwmax investment picks
  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , TIAA-CREF Social Choice Bond Instl , Pax MSCI International ESG Idx Instl , Praxis Intermediate Income I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 1000 Value , SPDR Barclays 1-3 Month T-Bill , Vanguard Pacific Stock Index ETF , Vanguard European Stock Index ETF , iShares Russell 1000 Growth ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dhaax investment picks
  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , TIAA-CREF Social Choice Bond Instl , Pax MSCI International ESG Idx Instl , Praxis Intermediate Income I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pmpax investment picks
  • Holdings: PIMCO Income Instl , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Parnassus Core Equity Institutional , Access Capital Community Investment I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pwmax investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , SPDR Barclays Capital Short Term Corp Bd , Vanguard Short-Term Corporate Bond ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for jrfpx investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , SPDR Barclays Capital Short Term Corp Bd , Vanguard Short-Term Corporate Bond ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for jrfox investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for jrwpx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for jrwox investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for jrepx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for jreox investment picks
  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell Short Duration Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for rzlax investment picks
  • Holdings: PIMCO Income Instl , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Parnassus Core Equity Institutional , Access Capital Community Investment I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pwmcx investment picks
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Funds From: rfitx - American Funds 2050 Trgt Date Retire R6 - Large Blend to pwmcx - ESG Managers Income Port C - Large Blend
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