Funds From: reftx - American Funds 2035 Trgt Date Retire R5 - Target Date 2031-2035 to viccx - USA Mutuals Barrier C - Large Blend


  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for fdafx investment picks
  • Holdings: Hawaiian Electric Industries Inc , Main Street Capital Corporation , Reynolds American Inc , j2 Global Inc , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ioezx investment picks
  • Holdings: Russell 2000 Index Mini TIC , Teledyne Technologies Inc , Parexel International Corp , Treehouse Foods Inc , US Silica Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for psssx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for nwlax investment picks
  • Holdings: Nationwide Bond Index Instl , Nationwide Inflation-Protected Secs Inst , Nationwide Portfolio Complt Instl , Nationwide S&P 500 Index Instl , iShares Intermediate Credit Bond ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
Sign-up for nwrax investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Total SA , TDC A/S , Pfizer Inc ,
  • Category: World Stock
Sign-up for ibiax investment picks
  • Holdings: Johnson & Johnson , Microsoft Corp , Merck & Co Inc , Cisco Systems Inc , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rsdfx investment picks
  • Holdings: US Treasury Note 1% , Apple Inc , US Treasury Note 1.75% , US Treasury Note 3.5% , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pgeox investment picks
  • Holdings: S&P 500 Index Future Dec14 , Adobe Systems Inc , Microsoft Corp , Visa Inc Class A , Qualcomm Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for tmlcx investment picks
  • Holdings: Pinar Sut Mamulleri Sanayii AS , Jiangling Motors Corp Ltd , Grupo Herdez SAB de CV , Youngone Corp , Federal Bank Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for tcemx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fctlx investment picks
  • Holdings: Franklin Mutual Shares R6 , Franklin Income R6 , Templeton Growth R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ffacx investment picks
  • Holdings: Nestle SA , Royal Dutch Shell PLC ADR Class B , BP PLC ADR , HSBC Holdings PLC ADR , Novartis AG ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dfiex investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Microsoft Corp , Visa Inc Class A , SanDisk Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for dtgcx investment picks
  • Holdings: Toyota Motor Corp , Mitsubishi UFJ Financial Group Inc , Topix Indx Futr Sep14 , SOFTBANK Corp , Honda Motor Co Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
Sign-up for ijiix investment picks
  • Holdings: SPDR® S&P 500 ETF , Spy Sep 195 Call , Spy Dec 185 Put , Spy Dec 205 Call , Spy Dec 170 Put ,
  • Category: Market Neutral
Sign-up for bpvpx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Alexion Pharmaceuticals Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for cafax investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate Co Ltd , Essex Property Trust Inc , Sun Hung Kai Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for pospx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares Russell Mid-Cap ,
  • Category: Target Date 2026-2030
Sign-up for jrbyx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for fshyx investment picks
  • Holdings: Schlumberger NV , Noble Energy Inc , Halliburton Co , Anadarko Petroleum Corp , Concho Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
Sign-up for pnrcx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for mibfx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for iiinx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ftrbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for apecx investment picks
  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Floating Rate Income R6 , JPMorgan Realty Income R5 , iShares Global Infrastructure , JPMorgan Commodities Strategy R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for jrnax investment picks
  • Holdings: Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cabnx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mycnx investment picks
  • Holdings: Lorillard Inc , Altria Group Inc , Reynolds American Inc , Philip Morris International Inc , Raytheon Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for viccx investment picks
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Funds From: reftx - American Funds 2035 Trgt Date Retire R5 - Target Date 2031-2035 to viccx - USA Mutuals Barrier C - Large Blend
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