Funds From: pialx.lw - Pioneer Ibbotson Moderate Allocatio A LW to libax.lw - Columbia Intermediate Bond A LW


  • Holdings: Equity, Bond, Pioneer Bond Y, Pioneer International Value Y, Pioneer Short Term Income Y, Pioneer Global Equity Y, Pioneer Mid-Cap Value Y
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: CommVault Systems, Inc., Domino's Pizza, Inc., Aspen Technology, Inc., OSI Systems, Inc., Pier 1 Imports, Inc.
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Mitsubishi Estate, Mitsui Fudosan Co., Ltd., Sun Hung Kai Properties, Ltd., Sumitomo Realty & Development Co., Ltd., Unibail-Rodamco SE
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Toyota Motor Corp, Ping An Insurance Group H Shares, Adidas AG, Prada SpA, Grifols SA
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd, Taiwan Semiconductor Manufacturing Co Ltd, Industrial And Commercial Bank Of China Ltd. H Shares, Sberbank Of Russia ADR, China Construction Bank Corp H Shares
  • Category: Diversified Emerging Mkts
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  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Greif, Inc. Class A, Rent-A-Center, Inc., Energy XXI (Bermuda) Ltd, Esterline Technologies, Argo Group International Holdings Ltd.
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG, Royal Dutch Shell PLC Class A, Novartis AG, Vodafone Group PLC, Siemens AG
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Oracle Corporation, Visa, Inc., Wells Fargo & Co, Intel Corp, Franklin Resources Inc.
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc, Pfizer Inc, Exxon Mobil Corporation, Chevron Corp, General Electric Co
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond, PIMCO StocksPLUS Instl, PIMCO CommoditiesPLUS Strategy Instl, PIMCO Small Cap StocksPLUS TR Inst, PIMCO International StocksPLUS TR Str I, PIMCO Real Estate Real Return Strategy I
  • Category: Target Date 2031-2035
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for larcx investment picks
  • Holdings: Equity, Bond, Anheuser-Busch Inbev SA ADR
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: First Industrial Realty Trust Inc, AMERISAFE, Inc., American Assets Trust, Inc., Avista Corporation, Trinity Industries, Inc.
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG, Royal Dutch Shell PLC Class A, Novartis AG, Vodafone Group PLC, Siemens AG
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Express Scripts, Thermo Fisher Scientific Inc, Gilead Sciences Inc, CarMax, Inc., Viasat Inc
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc, Intuit, Inc., eBay Inc, Google, Inc. Class A, Biogen Idec Inc
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, Columbia Short Term Bond I, Columbia Intermediate Bond I, Columbia Income Opportunities I, Columbia Dividend Income I, Columbia Acorn International I
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ilmbx investment picks
  • Holdings: Eaton Corporation PLC, Cabot Oil & Gas Corporation Class A, Allstate Corp, Covidien PLC, NiSource Inc
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nfaax investment picks
  • Holdings: Equity, Bond, TIAA-CREF Enh Lg Cp Val Idx Inst, TIAA-CREF Large-Cap Value Instl, TIAA-CREF Enh Lg Cp Gr Idx Inst, TIAA-CREF Large-Cap Growth Inst, TIAA-CREF Growth & Income Instl
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, PIMCO Emerging Markets Currency Instl, Trs 1ml+11/Dwrtft Index Ryl
  • Category: Conservative Allocation
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  • Holdings: Equity, Bond
  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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Funds From: pialx.lw - Pioneer Ibbotson Moderate Allocatio A LW to libax.lw - Columbia Intermediate Bond A LW
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