Funds From: jspmx - Janus Global Allocation Moderate T - World Allocation to pterx - Principal LifeTime 2050 R3 - Target Date 2046-2050


  • Holdings: Janus Global Bond N , Janus International Equity N , INTECH U.S. Value I , INTECH International I , Janus Diversified Alternatives N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y , Russell Strategic Bond Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Holdings: SK Telecom Co Ltd ADR , Itau Unibanco Holding SA ADR , Komatsu Ltd ADR , Total SA ADR , Energy Company of Minas Gerais ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Holdings: Sun Hung Kai & Co Ltd , Air New Zealand Ltd , Japan Aviation Electronics Industry Ltd , Arrow Global Group PLC , Century Tokyo Leasing Corporation ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Glimcher Rlty Tr Pfd , Ashford Hosptlty Tr Pfd , InnVest Real Estate Investment Trust , Starwood Property Trust, Inc. , British Land Co PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya US Bond Index I , VY T. Rowe Price Capital Appreciation I , Voya Intermediate Bond R6 , Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Pitney Bowes Inc , Altria Group Inc , Pfizer Inc , American Electric Power Co Inc , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Large Cap Growth I , MainStay S&P 500 Index I , MainStay Epoch US All Cap I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: General Electric Co , Boeing Co , Monsanto Co , Pfizer Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , Pfizer Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
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  • Holdings: Oppenheimer Ultra-Short Duration Y , Starwood Property Trust, Inc. , US Treasury Note 0.625% , Comcast Corp Class A , Airspeed Ltd 2007-1 FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: ConocoPhillips , Royal Dutch Shell PLC ADR Class A , JPMorgan Chase & Co , Apple Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Mueller Industries Inc , Old Dominion Freight Lines , SVB Financial Group , Kaiser Aluminum Corp , Crown Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , Noble Energy Inc , Applied Materials Inc , Aon PLC , Netflix Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Boston Properties Inc , Prologis Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Housing Development Finance Corp Ltd , Tata Consultancy Services Ltd , HDFC Bank Ltd ADR , AIA Group Ltd , Mtn Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Lupin Ltd , International Container Terminal Services Inc , Cemex Latam Holdings SA , Galaxy Entertainment Group Ltd , Kasikornbank Public Co Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Sherwin-Williams Co , United Continental Holdings Inc , Mylan Inc , Newell Rubbermaid Inc , Ametek Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: MFA Financial Inc , Equity Lifestyle Properties Inc , Acadia Realty Trust , Ventas Inc , Excel Tr Pfd ,
  • Category: Real Estate
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  • Holdings: Apple Inc , Tesla Motors Inc , ServiceNow Inc , Microsoft Corp , SanDisk Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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Funds From: jspmx - Janus Global Allocation Moderate T - World Allocation to pterx - Principal LifeTime 2050 R3 - Target Date 2046-2050
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry