Funds From: feyix - Fidelity Advisor Asset Manager 85% I - Aggressive Allocation to amgax - Alger Mid Cap Growth A - Mid-Cap Growth


  • Holdings: Fidelity Cent Invt Portfolios , Apple Inc , US Treasury Note 1% , Fidelity Cent Invt Portfolios , US Treasury Note 0.5% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Car, Inc. , Taiwan Semiconductor Manufacturing Co Ltd , Kweichow Moutai Co Ltd , JD.com Inc ADR , Petroleo Brasileiro SA Petrobras ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Franklin Pelagos Commodities Strat R6 , Templeton Global Total Return R6 , Franklin Strategic Income R6 , Franklin K2 Alternative Strategies R6 , Franklin Low Duration Total Return R6 ,
  • Category: Conservative Allocation
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  • Holdings: Gilead Sciences Inc , Apple Inc , Biogen Idec Inc , Canadian Pacific Railway Ltd , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Endo International PLC , Mallinckrodt PLC , United Continental Holdings Inc , Dresser-Rand Group Inc , St Joe Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG ADR , Nestle SA ADR , Roche Holding AG ADR , HSBC Holdings PLC ADR , Bayer AG ADR ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Tencent Holdings Ltd. , Samsung Electronics Co Ltd , Shinhan Financial Group Co Ltd , Embraer S.A. ADR , Ambev SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Oracle Corporation , Schlumberger NV , US Treasury TIP ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Mitsubishi UFJ Financial Group Inc , Rakuten, Inc. , Toshiba Corp , KDDI Corp , TV Asahi Holdings Corp ,
  • Category: Japan Stock
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  • Holdings: Hartford Inflation Plus Y , Hartford World Bond Y , Hartford Total Return Bond Y , Hartford Global Real Asset Y , Hartford Real Total Return Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
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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: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Host Hotels & Resorts Inc , Unibail-Rodamco SE , Mitsubishi Estate ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Philip Morris International Inc , Roche Holding AG ADR , Apple Inc , Christian Dior SA , Exxon Mobil Corporation ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Celgene Corp , Alexion Pharmaceuticals Inc , Precision Castparts Corp , Priceline Group Inc , Regeneron Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
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  • Holdings: TCW Total Return Bond I , TCW Select Equities I , Metropolitan West Total Return Bond I , TCW Relative Value Large Cap I , TCW Relative Value Mid Cap I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Common Stock I , MainStay S&P 500 Index I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Facebook Inc Class A , Pfizer Inc , Broadcom Corp ,
  • Category: Large Value
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  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
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  • Holdings: Oversea-Chinese Banking Corp Ltd , Jardine Strategic Holdings Ltd , Samsung Electnc Pfd , HSBC Holdings PLC , Swire Pacific Ltd Class A ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Dividend Appreciation ETF , iShares MSCI EAFE , Technology Select Sector SPDR┬« ETF , WisdomTree Emerging Markets Eq Inc ETF , iShares MSCI USA Quality Factor ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , General Electric Co , Wells Fargo & Co , Cisco Systems Inc ,
  • Category: Large Value
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  • Holdings: Vail Resorts Inc , Under Armour Inc Class A , Genesee & Wyoming Inc Class A , Choice Hotels International Inc , Gartner Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Caribbean Cruises Ltd , Level 3 Communications Inc , Avago Technologies Ltd , Parsley Energy Inc Class A , Tenet Healthcare Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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Funds From: feyix - Fidelity Advisor Asset Manager 85% I - Aggressive Allocation to amgax - Alger Mid Cap Growth A - Mid-Cap Growth
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