Funds From: rfgtx - American Funds 2040 Trgt Date Retire R6 - Target Date 2036-2040 to fncix - Franklin NC Tax-Free Income C - Muni Single State Long


  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Citigroup Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: AllianzGI Best Styles US Equity R6 , PIMCO Real Return Instl , PIMCO Income Instl , PIMCO 1-5 Year U.S. TIPS ETF , AllianzGI Best Styles Intl Eq R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • 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: AST Prudential Core Bond Portfolio , AST AQR Large-Cap , AST QMA Large-Cap , AST Western Asset Core Plus Bond , AST International Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fvusa04bcw investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: The Middleby Corp , Acuity Brands Inc , Acadia Healthcare Co Inc , Trex Co Inc , Watsco Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , KDDI Corp , Royal Dutch Shell PLC Class B , Royal Dutch Shell PLC Class A , Lloyds Banking Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Premier Core Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Real Return Instl , JPMorgan Realty Income R5 , JPMorgan Floating Rate Income R6 , iShares Global Infrastructure ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Microsoft Corp , AbbVie Inc , Gilead Sciences Inc , CVS Health Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager Large Cap Core Port I , Voya Large Cap Growth Port I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager International Eq I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Remgro Ltd , Bank Of China Ltd. H Shares , Korea Electric Power Corp , SK Telecom Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Avago Technologies Ltd , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jpesx investment picks
  • Holdings: Johnson & Johnson , Apple Inc , Wells Fargo & Co , Occidental Petroleum Corp , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Icahn Enterprises LP , Texas Pacific Land Trust , Howard Hughes Corp , Onex Corp , Dundee Corp Class A ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for kmkcx investment picks
  • Holdings: Wells Fargo & Co , Main Street Capital Corporation , Knoll Inc , Arthur J Gallagher & Co , Webster Financial Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ioecx investment picks
  • Holdings: DineEquity Inc , Heartland Payment Systems Inc , j2 Global Inc , MSCI Inc , Sally Beauty Holdings Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for iosax investment picks
  • Holdings: Union Pacific Corp , Lowe's Companies Inc , Constellation Brands Inc Class A , Liberty Global PLC Class C , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ctxrx investment picks
  • Holdings: Greencore Group PLC , iShares MSCI EAFE Small-Cap , Fastighets AB Balder Class B , Royal UNIBREW A/S , Magellan Financial Group Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for mfpyx investment picks
  • Holdings: Markel Corporation , Ross Stores Inc , Brown & Brown Inc , Brookfield Asset Management Inc Class A , Copart Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for fctix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fgaix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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Funds From: rfgtx - American Funds 2040 Trgt Date Retire R6 - Target Date 2036-2040 to fncix - Franklin NC Tax-Free Income C - Muni Single State Long
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