Funds From: pdmbx - Putnam Absolute Return 700 B - Conservative Allocation to svbcx - JHancock Balanced C - Moderate Allocation


  • Holdings: FNMA , FNMA , Exxon Mobil Corporation , FNMA , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: SVB Financial Group , Westinghouse Air Brake Technologies Corp , Ultimate Software Group Inc , Matrix Service Co , Demandware Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Value R6 , VY T. Rowe Price Growth Equity I , Voya International Core I ,
  • Category: Target Date 2046-2050
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan Intrepid International Inst ,
  • Category: Target Date 2051+
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mphax investment picks
  • Holdings: Espirit Holdings Ltd , David Jones Ltd , Ryman Healthcare Ltd , Carsales.com Ltd , JB Hi Fi Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
Sign-up for dfrsx investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Bayer AG , Sanofi , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for lziox investment picks
  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Short-Term Bond Inst , TIAA-CREF Bond Plus Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for ipfix investment picks
  • Holdings: iShares MSCI Emerging Markets , Hewlett-Packard Co , Western Digital Corp , Apple Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for fldgx investment picks
  • Holdings: MainStay Marketfield I , Touchstone Merger Arbitrage Instl , Calamos Market Neutral Income A , First Eagle Global A , FPA Crescent ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for nchpx investment picks
  • Holdings: Intel Corp , Broadcom Corp , Altera Corp , Analog Devices Inc , Lam Research Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for feltx investment picks
  • Holdings: Vanguard European Stock Index ETF , iShares MSCI All Country Asia ex Jpn Idx , ALPS RiverFront Strategic Income , WisdomTree Europe Hedged Equity , WisdomTree Japan Hedged Equity ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rmgax investment picks
  • Holdings: Time Warner Cable Inc , Cigna Corp , Actavis PLC , HCA Holdings Inc , Sherwin-Williams Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for almrx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for bighx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for osdyx investment picks
  • Holdings: Verizon Communications Inc , Apple Inc , Amgen Inc , General Electric Co , AbbVie Inc ,
  • Category: Moderate Allocation
Sign-up for cfiax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , Tesla Motors Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for wfstx investment picks
  • Holdings: General Electric Co , Wells Fargo & Co , Johnson & Johnson , American Express Co , Invesco Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for wmkgx investment picks
  • Holdings: SPDR S&P 500 , W R Grace & Co , Brown-Forman Corp Class B , Costco Wholesale Corp , Regions Financial Corp ,
  • Category: Long/Short Equity
Sign-up for elsnx investment picks
  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , American Campus Communities Inc , Extra Space Storage Inc , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for oreix investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for rngex investment picks
  • Holdings: Microsoft Corp , Apple Inc , United Technologies Corp , Allergan Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for pfgrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fafix investment picks
  • Category: Multisector Bond
Sign-up for isicx investment picks
  • Holdings: Walt Disney Co , Comcast Corp Class A , Apple Inc , Travelers Companies Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sapcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for hiifx investment picks
  • Holdings: Qualcomm Inc , Apple Inc , JPMorgan Chase & Co , CVS Caremark Corp , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svbcx investment picks
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Funds From: pdmbx - Putnam Absolute Return 700 B - Conservative Allocation to svbcx - JHancock Balanced C - Moderate Allocation
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