Funds From: ftaax - Fidelity Advisor Asset Manager 30% A - Conservative Allocation to rehtx - American Funds 2045 Trgt Date Retire R5 - Target Date 2041-2045


  • Holdings: US Treasury Note 1% , US Treasury Note 0.5% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , Fannie Mae 3% 30 Year ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Google Inc Class A , Facebook Inc Class A , Apple Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • 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 , Voya Large Cap Growth Portfolio I , VY T. Rowe Price Capital Appreciation I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Methanex Corp , Laboratorios Almirall SA , Wesco International Inc , Newell Rubbermaid Inc , Arrow Electronics Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: AbbVie Inc , Google Inc Class A , Apple Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Teleflex Inc , American Campus Communities Inc , Owens & Minor Inc , Hospira Inc , Waters Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Myriad Genetics Inc , TGS-NOPEC Geophysical Co ASA , AGCO Corp , SanDisk Corp , Kennedy-Wilson Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , AllianceBernstein Holding L.P. , Erie Indemnity Co Class A , Markel Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: SPDR® Barclays High Yield Bond ETF , Petrobras Glbl Fin B V 4.375% , Verisign 4.625% , Key Engy Svcs 6.75% , Peabody Engy 6.25% ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Biogen Idec Inc , Alibaba Group Holding Ltd ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corp , Duke Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: State Street Corp , General Electric Co , Ameriprise Financial Inc , JPMorgan Chase & Co , Seagate Technology PLC ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Samsung Electronics Co Ltd , Citigroup Inc , Comcast Corp Class A , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Prologis Inc , Health Care REIT, Inc. , Public Storage , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: Broadcom Corp , JDS Uniphase Corp (CA) , Bed Bath & Beyond Inc , First Horizon National Corp , CIT Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Apple Inc , Wells Fargo & Co , Schlumberger NV , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: 361 Managed Futures Strategy I , Angel Oak Multi-Strategy Income Instl , Merk Absolute Return Currency Inst , Merger Investor , Velocity Capital Long/Volatility Fund ,
  • Category: Multialternative
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , iShares MSCI Emerging Markets , Tencent Holdings Ltd , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Schwab Fdmtl US Lg Co Idx , Madison Large Cap Growth Y , Madison Large Cap Value Y , iShares Core S&P Mid-Cap , Vanguard FTSE All-World ex-US ETF ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Lord Abbett Developing Growth I , Lord Abbett Value Opportunities I , Lord Abbett Small Cap Value I , Lord Abbett International Opp I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Jazz Pharmaceuticals PLC , Mead Johnson Nutrition Co , Cubist Pharmaceuticals Inc , Cooper Companies , Tesoro Corp ,
  • Category: Mid-Cap Growth
  • 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: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Travelers Companies Inc , Johnson & Johnson , Procter & Gamble Co , Pfizer Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds AMCAP R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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Funds From: ftaax - Fidelity Advisor Asset Manager 30% A - Conservative Allocation to rehtx - American Funds 2045 Trgt Date Retire R5 - Target Date 2041-2045
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