Funds From: gndix - Invesco Global Low Volatility Eq Yld R5 - World Stock to fsatx - Fidelity Advisor Asset Manager 60% T - Moderate Allocation


  • Holdings: freenet AG , WH Smith PLC , Lexmark International Inc , Frontier Communications Corp Class B , Bezeq Israel Telecommunication Corp Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Bank of America Corporation , Canadian Pacific Railway Ltd , Applied Materials Inc , American International Group Inc , Pentair Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc Class C , Avago Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Starbucks Corp , American Tower Corp , ARM Holdings PLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA International Small Company I ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
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  • Holdings: Visa Inc Class A , Google Inc Class A , Microsoft Corp , Qualcomm Inc , Adobe Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.88573% , Norway(Kingdom Of) 3.75% , Alliancebernstein Cayman Global Risk Allocation Mutual Funds , US Treasury TIP ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Holdings: The Middleby Corp , Ann Inc , Vitamin Shoppe Inc , On Assignment Inc , United Natural Foods Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Bond Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Larsen & Toubro Ltd , Cesc Ltd , Rural Electrification Corp Ltd , Coal India Ltd , Axis Bank Ltd ,
  • Category: India Equity
  • Morningstar Rating: 1 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Ultimate Software Group Inc , Cepheid , Proto Labs Inc , Portfolio Recovery Associates Inc , Grand Canyon Education Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan High Yield R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for jnssx investment picks
  • Holdings: Old Dominion Freight Lines , NewMarket Corp , Service Corp International Inc , Cabela's Inc , Albemarle Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya US Bond Index I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Hyundai Motor Co , Aspen Pharmacare Holdings PLC , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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Funds From: gndix - Invesco Global Low Volatility Eq Yld R5 - World Stock to fsatx - Fidelity Advisor Asset Manager 60% T - Moderate Allocation
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