Funds From: hersx - Hartford Emerging Markets Research R4 - Diversified Emerging Mkts to imobx - Transamerica Asset Allc Moderate B - Conservative Allocation


  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , iShares Core MSCI Emerging Markets , ICICI Bank Ltd , Discovery Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4.5% , Fed Natl Mort Assc 4% , US Treasury Note 0.75% , US Treasury Note 0.75% , Fed Natl Mort Assc 3.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Tractor Supply Co , Cepheid , Copart Inc , Signet Jewelers Ltd , Best Buy Co Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG ADR , Paychex Inc , Johnson & Johnson , JPMorgan Chase & Co , Microchip Technology Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Genel Energy PLC , Halliburton Co , EOG Resources Inc , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: SEI Multi-Asset Cap Stability A (SIMT) , SEI Enhanced Income A (SIMT) , SEI Global Managed Volatility A (SIMT) , SEI US Fixed Income A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank Bradesco ADR , Kasikornbank Public Co Ltd Shs Foreign Registered , BMF Bovespa SA Bolsa Valores Merc Fut , Industrial And Commercial Bank Of China Ltd H Shares , PT Bank Mandiri Persero Tbk ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ecmax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Celgene Corp , American International Group Inc , Hartford Financial Services Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , National Oilwell Varco Inc , Baker Hughes Inc , FMC Technologies Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
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  • Holdings: American Century NT Growth Institutional , American Century NT Large Co Val Instl , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Berry Plastics Group Inc , Ryder System Inc , Aramark , Parexel International Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: AbbVie Inc , ExamWorks Group Inc , HCA Holdings Inc , Clovis Oncology Inc , Actavis PLC ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Equity Y , Russell Global Opportunistic Credit Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rclex investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Diversified Intl Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Lowe's Companies Inc , Comcast Corp Class A , Honeywell International Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for legcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Dividend Focused I2 , Transamerica Large Cap Value I2 , Transamerica Short-Term Bond I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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Funds From: hersx - Hartford Emerging Markets Research R4 - Diversified Emerging Mkts to imobx - Transamerica Asset Allc Moderate B - Conservative Allocation
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