Funds From: wfftx - Wells Fargo Advantage DJ Target 2040 Inv - Target Date 2036-2040 to fsjcx - Nuveen Strategy Conservative Allc C - Conservative Allocation


  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Emerging Markets Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Pfizer Inc , Exxon Mobil Corporation , General Electric Co , Citigroup Inc , Apple Inc ,
  • Category: Large Blend
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Deutsche Post AG , Total SA , Novartis AG , WPP PLC ,
  • Category: World Allocation
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  • Holdings: Wmfs Holdings , Credit Agricole S A 144a 144A FRN , Keybank Natl Assn FRN , Pnc Bk N A Pittsburgh Pa FRN , Volkswagen Intl Fin 144A FRN ,
  • Category: Managed Futures
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  • Category: Nontraditional Bond
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  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Petroleo Brasileiro SA Petrobras , Ambev SA ADR , Credicorp Ltd ,
  • Category: Latin America Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: TDC A/S , National Australia Bank Limited , Total SA ADR , BP PLC , Royal Dutch Shell PLC ADR Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for flncx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Sasol Ltd , Hyundai Motor Co , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
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  • Holdings: NXP Semiconductors NV , Koninklijke DSM NV , Check Point Software Technologies Ltd , AIA Group Ltd , BG Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for bnicx investment picks
  • Holdings: Manning & Napier Pro-Blend Extnd Term I , Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for mtpkx investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , Apple Inc , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Glencore PLC , Halliburton Co , Schlumberger NV , Consol Energy Inc , Concho Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for ghayx investment picks
  • Holdings: Corning Inc , Devon Energy Corp , Freeport-McMoRan Inc , NVIDIA Corp , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Dynavax Technologies Corp , Tower International Inc , DexCom Inc , Samsonite International SA , DSV AS ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for fkksx investment picks
  • Holdings: British American Tobacco PLC , Roche Holding AG , SABMiller PLC , Unilever NV DR , Philip Morris International Inc ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for bigcx investment picks
  • Holdings: Mueller Industries Inc , Old Dominion Freight Lines , SVB Financial Group , Kaiser Aluminum Corp , Crown Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for mavsx investment picks
  • Holdings: JB Hunt Transport Services Inc , Roper Industries Inc , Capital One Financial Corp , Ametek Inc , Hubbell Inc Class B ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Scentre Group , Unibail-Rodamco SE , SL Green Realty Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for arsyx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Trinity Industries Inc , Ingredion Inc , Western Refining Inc , Royal Gold Inc , World Fuel Services Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for ocacx investment picks
  • Holdings: Madison Large Cap Value Y , Madison Large Cap Growth Y , Schwab Fdmtl US Lg Co Idx , Vanguard FTSE All-World ex-US ETF , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Nuveen Core Plus Bond I , Nuveen Core Bond I , Nuveen Tactical Market Opportunities I , Nuveen Short-Term Bond I , Nuveen Strategic Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsfix investment picks
  • Holdings: Nuveen Core Plus Bond I , Nuveen Core Bond I , Nuveen Tactical Market Opportunities I , Nuveen Short-Term Bond I , Nuveen Strategic Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsjcx investment picks
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Funds From: wfftx - Wells Fargo Advantage DJ Target 2040 Inv - Target Date 2036-2040 to fsjcx - Nuveen Strategy Conservative Allc C - Conservative Allocation
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