Funds From: fbacx - SunAmerica Focused Balanced Strategy C - Moderate Allocation to aolax - Forward Income & Growth Allocation A - Tactical Allocation


  • Holdings: SunAmerica Focused Alpha Large-Cap A , SunAmerica Focused Dividend Strategy A , SunAmerica Select Dividend Growth A , SunAmerica Small-Cap A , SunAmerica Strategic Bond A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Fresenius Medical Care AG & Co. KGaA , Western Digital Corp , Amphenol Corp Class A , Express Scripts , Praxair Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity Cent Invt Portfolios , US Treasury Note 0.875% , US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , E-mini S&P 500 Index Future Mar15 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Ping An Insurance Group H Shares , ASML Holding NV ADR , Nidec Corp , Toyota Motor Corp , China Unicom (Hong Kong) Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: BP PLC ADR , Novartis AG , Royal Dutch Shell PLC ADR Class B , Daimler AG , HSBC Holdings PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Short-Term Bond ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Shire PLC ADR , Roche Holding AG Dividend Right Cert. , Sanofi , Iberdrola SA , Umicore ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: ICICI Bank Ltd , HDFC Bank Ltd , Housing Development Finance Corp Ltd , ITC Ltd , Tata Consultancy Services Ltd ,
  • Category: India Equity
  • Morningstar Rating: 1 Stars
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  • Holdings: Zimmer Holdings Inc , Health Care REIT, Inc. , Host Hotels & Resorts Inc , VCA Inc , Ameriprise Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Danone , Reckitt Benckiser Group PLC , Kao Corp , Compass Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide HighMark Short Term Bd Instl , Nationwide Inflation-Protected Secs Inst , Nationwide Portfolio Complt Instl , Nationwide S&P 500 Index Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Government Securities R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 , MFS® Research Bond R5 ,
  • Category: Target Date 2021-2025
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for pwfcx investment picks
  • Holdings: Facebook Inc Class A , Amazon.com Inc , Illumina Inc , Intuitive Surgical Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Capita PLC , WPP PLC , AIA Group Ltd , Baidu Inc ADR , ARM Holdings PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: LyondellBasell Industries NV , Service Corp International Inc , Comcast Corp Class A , Bank of America Corporation , Delta Air Lines Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for flscx investment picks
  • Holdings: Dbrahfsp Trs Custom Sm Cap Index , E-mini S&P 500 Index Future Dec14 , Dbraqlty Trs Quality Portfolio , Spbuyut Trs S&P 500 Buyback , Russell 2000 Index Mini TIC ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for rdrax investment picks
  • Holdings: Nestle SA , Roche Holding AG Dividend Right Cert. , Novartis AG , Prudential PLC , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: China Everbright Ltd , Man Group PLC , Mitsubishi UFJ Financial Group Inc , Zurich Insurance Group AG , Hitachi Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for mccmx investment picks
  • Holdings: Walt Disney Co , JPMorgan Chase & Co , Express Scripts , Oracle Corporation , EMC Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond ETF , Vanguard Growth ETF , Vanguard Mid-Cap Growth ETF , iShares Cohen & Steers REIT ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward International Dividend Instl , Forward EM Corporate Debt Institutional , Forward Credit Analysis Long/Short Instl , Forward Total MarketPlus Z ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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Funds From: fbacx - SunAmerica Focused Balanced Strategy C - Moderate Allocation to aolax - Forward Income & Growth Allocation A - Tactical Allocation
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