Funds From: cfibx - American Funds College 2015 529-B to mwstx - Metropolitan West Strategic Income M


  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds ST Bd Fd of America R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Holdings: Biogen Idec Inc , CVS Caremark Corp , Alaska Air Group Inc , Becton Dickinson & Co , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fiserv Inc , Textron Inc , IHS Inc Class A , CarMax Inc , Pall Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , DISH Network Corp , CVS Caremark Corp , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2041-2045
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  • Holdings: Schlumberger NV , PolyOne Corp , Walt Disney Co , Alliance Data Systems Corp , American Tower Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Hanover Insurance Group Inc , Computer Sciences Corp , Covanta Holding Corp , Owens-Illinois Inc , Reinsurance Group of America Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Greencore Group PLC , Toyota Motor Corp , Teva Pharmaceutical Industries Ltd ADR , Tencent Holdings Ltd. , Qihoo 360 Technology Co Ltd ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Capital App NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: PepsiCo Inc , Procter & Gamble Co , Coca-Cola Co , Cisco Systems Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for YAFIX investment picks
  • Holdings: Clean Harbors Inc , Graphic Packaging Holding Co , Cheniere Energy Inc , Owens-Corning Inc , Armstrong World Industries Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Affiliated Managers Group Inc , Bank of the Ozarks Inc , OSI Systems Inc , Eagle Bancorp Inc , Trimble Navigation Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Investors Bancorp Inc , South State Corp , Englewood Cliffs , 1st United Bancorp , American Express Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Norfolk Southern Corp , Dow Chemical Co , Merck & Co , PartnerRe Ltd , Reynolds American Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , JPMorgan Chase & Co , Pfizer Inc , Exxon Mobil Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy I , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Trading-Leveraged Equity
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , SPDR Barclays Capital Short Term Corp Bd , Vanguard Short-Term Corp Bd Idx ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
Sign-up for JRTRX investment picks
  • Holdings: Swiss Market Index Future June14 , E-mini S&P 500 Index Future June14 , Ftse 100 (New) 06/20/2014 , AEX Index Future June14 , Hang Seng Idx Fut Jun14 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Skyworks Solutions Inc , Lorillard Inc , Electronic Arts Inc , Oracle Corporation , Zimmer Holdings Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: 90day Euro$ Future 12/14/15 Notional Euro$ 3mo Td , 90day Euro$ Futr 09/14/15 Notional Euro$ 3mo Td , 90day Euro$ Future 03/14/16 Notional Euro$ 3mo Td , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , 5 Year US Treasury Note Future Sept14 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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Funds From: cfibx - American Funds College 2015 529-B to mwstx - Metropolitan West Strategic Income M
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