Funds From: peqrx - Putnam Equity Income R to asiax - Invesco Asia Pacific Growth A LW


  • Holdings: Exxon Mobil Corporation , Marathon Oil Corp , MetLife Inc , Eli Lilly and Co , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Altria Group Inc. , Kinder Morgan, Inc. , Microsoft Corporation , Novartis AG ADR , Automatic Data Processing ,
  • Category: Large Blend
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  • Holdings: Bristol-Myers Squibb Company , Lockheed Martin Corp , Raytheon Co , Seagate Technology PLC , Lorillard Inc ,
  • Category: World Stock
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , AstraZeneca PLC , BNP Paribas , Siemens AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Dryden Core Invt , Apple Inc , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , Exxon Mobil Corporation , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Enpro Industries, Inc. , Core-Mark Holding Company, Inc. , Broadridge Financial Solutions , Susser Holdings Corporation , EchoStar Corp ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Home Depot Inc , Comcast Corp Class A , TJX Companies , Northrop Grumman Corp , Allstate Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Philip Morris International Inc , Altria Group Inc , Priceline Group Inc , Daimler AG , Toyota Motor Corp ,
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , Apple Inc , Qualcomm, Inc. , SunTrust Banks Inc , Regions Financial Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Visa Inc Class A , Royal Dutch Shell PLC Class A , Japan Tobacco Inc , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI EAFE , iShares Core MSCI Emerging Market , iShares MSCI United Kingdom , iShares Core MSCI EAFE , iShares Core S&P Small-Cap ,
  • Category: World Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Chipotle Mexican Grill Inc Class A , Williams Companies Inc , American Express Co , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Facebook Inc Class A , DISH Network Corp , Apple Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Actavis PLC , Sanofi , Celgene Corp , AstraZeneca PLC ,
  • Category: Health
  • Morningstar Rating: 1 Stars
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  • Holdings: S&P 500 Index Future June14 , Federated Project and Trade Fin Cor , NYSE/Liffe 10 Year US Treasury Note Future June14 , High Yield Bond Portfolio , Gilead Sciences Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Dryden Core Invt , Apple Inc , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , Exxon Mobil Corporation , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , MediaTek Inc , Biostime Intl Holdings Sr Unsecured Regs 02/19 0.0000 , Hyundai Motor Co , Grupo Financiero Banorte SAB de CV Class O ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Hutchison Whampoa Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Kasikornbank Public Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Kossan Rubber Industries Bhd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 5 Stars
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Funds From: peqrx - Putnam Equity Income R to asiax - Invesco Asia Pacific Growth A LW
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