Funds From: dfsox - Davidson Small-Mid Equity C to itetx - ING T. Rowe Price Equity Income Port S2


  • Holdings: First Cash Financial Services, Inc., Imax Corporation, Micros Systems, Inc., U.S. Physical Therapy, InnerWorkings, Inc.
  • Category: Small Growth
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  • Holdings: Equity, Bond, ING International Core I, ING US Stock Index Port I, ING Large Cap Growth Port I, ING Mid Cap Value I, ING MidCap Opportunities Port I
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc, Exxon Mobil Corporation, Microsoft Corporation, Chevron Corp, Johnson & Johnson
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Jardine Cycle & Carriage Ltd., Sanofi, Novartis AG, Imperial Tobacco Group PLC, Vodafone Group PLC
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, Profunds Swap Secuirty Ub
  • Category: Bear Market
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  • Holdings: Equity, Bond
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Heineken Holding NV, Compagnie Financiere Richemont SA, Schneider Electric, Roche Holding AG, Kühne & Nagel International AG
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Equity, Bond, ING US Stock Index Port I, ING International Core I, ING Large Cap Growth Port I, ING Mid Cap Value I, ING MidCap Opportunities Port I
  • Category: Target Date 2046-2050
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  • Holdings: Equity, Bond
  • Category: World Bond
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  • Holdings: Tesoro Corporation, Alliance Data Systems Corporation, Valero Energy Corporation, Cooper Companies, Stanley Black & Decker Inc
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond
  • Category: Bear Market
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  • Holdings: Equity, Bond, Alliancebernstein Fixed-Income Shs
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, American Campus Communities, Inc., Simon Property Group Inc, Rayonier, Inc., Vornado Realty Trust
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, ING US Bond Index Port I, ING BlackRock Infl-Prot Bd Port I, ING Short Term Bond I, ING PIMCO Total Return Bond Port I, ING Intermediate Bond I
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Severn Trent PLC, Roche Holding AG, iShares MSCI Malaysia Index, Diageo PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Kinder Morgan, Inc., NiSource Inc, General Electric Co, Williams Companies Inc, ONEOK, Inc.
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond, American Century NT Diversified Bond I, American Century NT Large Company Val I, American Century NT Growth Institutional, American Century NT Equity Growth Instl, American Century NT Intl Growth I
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Waddell & Reed Core Investment Y, Waddell & Reed Vanguard Y, Waddell & Reed International Gr Y, Waddell & Reed New Concepts Y, Waddell & Reed Global Bond Y
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wblax.lw investment picks
  • Holdings: Equity, Bond, Johnson Controls Inc, Kraft Foods Group Inc, Xerox Corporation, Verizon Communications Inc, Baxter International Inc.
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond, ING Intermediate Bond I, ING Growth and Income Port I, ING International Index Port I, ING Large Cap Value Port I, ING Large Cap Growth Port I
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc, Google, Inc. Class A, Visa, Inc., Philip Morris International, Inc., MasterCard Incorporated Class A
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: PH Glatfelter Company, Renasant Corporation, Unitil Corporation, Chesapeake Utilities Corp, Spartan Stores, Inc.
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, JPMorgan Chase & Co, Republic Services Inc Class A, Johnson & Johnson, Wells Fargo & Co
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for fvhix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mraix investment picks
  • Holdings: Equity, Bond, Apple Inc, Qualcomm, Inc., Toyota Motor Corp, EOG Resources
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for dfgix investment picks
  • Holdings: General Electric Co, JPMorgan Chase & Co, Chevron Corp, Exxon Mobil Corporation, Wells Fargo & Co
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for itetx investment picks
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Funds From: dfsox - Davidson Small-Mid Equity C to itetx - ING T. Rowe Price Equity Income Port S2
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