Funds From: ladix - ClearBridge Tactical Dividend Income I to rfdtx - American Funds 2025 Trgt Date Retire R6


  • Holdings: Energy Transfer Equity LP , United Tech , Och-Ziff Capital Management Group LLC , Nextera Engy Pfd , Verizon Communications Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Manhattan Associates Inc , CoStar Group Inc , Aspen Technology Inc , Westinghouse Air Brake Technologies Corp , SBA Communications Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gtsfx investment picks
  • Holdings: Sprott, Inc. , State Street Corp , Federated Investors, Inc. Class B , Greenlight Capital Re, Ltd. Class A , RLI Corporation ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for hrrrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for savax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jdfrx investment picks
  • Holdings: Core-Mark Holding Co Inc , Maxwell Technologies Inc , Orion Marine Group Inc , Key Energy Services Inc , Powell Industries Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for cmcox investment picks
  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for asmyx investment picks
  • Holdings: Trican Well Service, Ltd. , Convergys Corporation , Thor Industries, Inc. , Cirrus Logic, Inc. , Unit Corporation ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for rlpix investment picks
  • Holdings: Packaging Corp of America , Google Inc Class A , McKesson Corp , Hershey Co , Union Pacific Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ongix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for rbfax investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Hammerson PLC , Land Securities Group PLC , Vornado Realty Trust ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for csspx investment picks
  • Holdings: Citigroup Inc , Weatherford International Ltd , JPMorgan Chase & Co , Wells Fargo & Co , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mcvvx investment picks
  • Holdings: Independent Bank Group Inc , Extreme Networks, Inc. , Air Lease Corp Class A , M.D.C. Holdings, Inc. , AK Steel Holding Corporation ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
Sign-up for rosfx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for pftpx investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Legg Mason Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Legg Mason Strategic Real Return IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbbax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for foinx investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , Nordson Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for lacbx investment picks
  • Holdings: Cullen Frost Bankers Inc , SVB Financial Group , Alleghany Corp , American Financial Group Inc , UGI Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for ibscx investment picks
  • Holdings: Unit Corporation , Federated Investors, Inc. Class B , Helmerich & Payne, Inc. , MKS Instruments, Inc. , Lazard Ltd ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for rysfx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
Sign-up for pcdpx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for fsicx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for bfafx investment picks
  • Holdings: Jardine Lloyd Thompson Group PLC , Neopost , Assura Group Ord , Distribuidora Internacional De Alimentacion SA , Spirax-Sarco Engineering PLC ,
  • Category: Europe Stock
Sign-up for caeex investment picks
  • Holdings: American International Group Inc , Bank of America Corporation , Citigroup Inc , POSCO , Muenchener Rueckversicherungs AG ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for icdcx investment picks
  • Holdings: E-L Financial Corporation Limited , Federated Investors, Inc. Class B , Bank of Hawaii Corporation , Trinity Industries, Inc. , Cabot Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rytfx investment picks
  • Holdings: Apollo Global Management LLC , KKR & Co LP , Natl Money Mart Company 10.375% , Sprint Cap 8.75% , The Adt Corporation 3.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for trifx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oicgx investment picks
  • 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: 5 Stars
Sign-up for rfdtx investment picks
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Funds From: ladix - ClearBridge Tactical Dividend Income I to rfdtx - American Funds 2025 Trgt Date Retire R6
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