Funds From: psbgx - Principal SAM Balanced R1 to aagtx - American Funds 2040 Trgt Date Retire A


  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Micron Technology Inc , Google Inc Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Capital One Financial Corp , Comcast Corp Class A , Citigroup Inc , General Dynamics Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , International Business Machines Corp , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Holdings: SVB Financial Group , Consol Energy Inc , Ciena Corp , Discover Financial Services , Forest Laboratories Inc ,
  • Category: Mid-Cap Growth
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  • Holdings: Affiliated Managers Group Inc , Ametek Inc , Tractor Supply Co , Macy's Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Actavis PLC , Range Resources Corp , SBA Communications Corp , Alexion Pharmaceuticals Inc , O'Reilly Automotive Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Inc Fund of Amer R6 , American Funds Capital Inc Bldr R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
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  • Holdings: Cabot Microelectronics Corp , Deluxe Corp , Primerica Inc , Flamel Technologies ADR , Horace Mann Educators ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Eni SpA ADR , Roche Holding AG , DNB ASA , Siemens AG , Hitachi Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Acuity Brands Inc , Tenneco Inc , Live Nation Entertainment Inc , Targa Resources Corp , Cavium Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Prudential Real Assets Cayman Subsidiary Fund (Pdcz) , Prudential Jennison Global Infras Z , Prudential US Real Estate Z , Prudential Jennison MLP Z , Prudential International Real Estate Z ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay S&P 500 Index I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 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: 4 Stars
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  • Holdings: Apple Inc , Philip Morris International Inc , Exxon Mobil Corporation , Coca-Cola Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Hartford Financial Services Group Inc , SunTrust Banks Inc , Fidelity National Information Services Inc , Jones Lang LaSalle Inc , Actavis PLC ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Valeo SA ADR , Henkel AG & Co KGaA ADR , Magna International Inc Class A , Smith & Nephew PLC ADR , Aegon NV ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 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 New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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Funds From: psbgx - Principal SAM Balanced R1 to aagtx - American Funds 2040 Trgt Date Retire A
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