Funds From: iviax - Ivy International Core Equity A - Foreign Large Blend to cppax - American Funds Preservation Port 529A - Short-Term Bond


  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Total SA , Sanofi , Fresenius SE & Co KGaA , Tokio Marine Holdings Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Short-Term Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Sanofi , Roche Holding AG Dividend Right Cert. , Novartis AG , Bayer AG , UBS AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Great-West Bond Index Init , PIMCO Real Return Admin , Great-West S&P 500® Index Init , Great-West Federated Bond Init , Great-West Putnam High Yield Bond Init ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHancock Strategic Income Opps NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Short Duration Credit Opps NAV , JHFunds2 Blue Chip Growth NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Gilead Sciences Inc , Amazon.com Inc , Las Vegas Sands Corp , Affiliated Managers Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: Fastenal Co , Qualcomm Inc , Visa Inc Class A , Discover Financial Services , LKQ Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dfdpx investment picks
  • Holdings: FHLMC 2.375% , FHLMC 2% , FNMA 1.375% , US Treasury Note 0.25% , FHLMC 1.25% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for wefix investment picks
  • Holdings: Guggenheim Strategy III , Guggenheim Strategy Ii , Guggenheim Strategy I , Msswap , Hsi Asset Sec Tr 2007-Wf1 FRN ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sfecx investment picks
  • Holdings: Glencore PLC , Ezion Holdings Ltd , Baidu Inc ADR , Tencent Holdings Ltd. , Glenmark Pharmaceuticals Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ptlcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ncrax investment picks
  • Holdings: Toyota Motor Corp , Orix Corp , Mitsubishi UFJ Financial Group Inc , Sysmex Corporation , Daikin Industries Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Schwab Total Bond Market , Schwab Intermediate-Term Bond , Schwab Dividend Equity , Laudus International MarketMasters Sel , Schwab Global Real Estate ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for ungvx investment picks
  • Holdings: Bunzl PLC , Bellway PLC , Croda International PLC , OBIC Co., Ltd. , Amadeus IT Holding SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for midgx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Oppenheimer Developing Markets A , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for mxwlx investment picks
  • Holdings: Apple Inc , S+p500 Emini Fut Dec14 Xcme 20141219 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mmiex investment picks
  • Holdings: HSBC Holdings PLC , Tencent Holdings Ltd. , China Mobile Ltd , AIA Group Ltd , China Construction Bank Corp H Shares ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for ihpsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for msncx investment picks
  • Holdings: Gilead Sciences Inc , Morgan Stanley , Toll Brothers Inc , Ameriprise Financial Inc , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for nefgx investment picks
  • Holdings: Biogen Idec Inc , Apple Inc , Facebook Inc Class A , Comcast Corp Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ppgrx investment picks
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Funds From: iviax - Ivy International Core Equity A - Foreign Large Blend to cppax - American Funds Preservation Port 529A - Short-Term Bond
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