Funds From: ergox - Eaton Vance Government Obligations R - Short Government to lpcmx - BlackRock LifePath 2020 Investor C - Target Date 2016-2020


  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: General Electric Co , Chevron Corp , Wells Fargo & Co , JPMorgan Chase & Co , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Hartford Dividend & Growth Y , Hartford Capital Appreciation Y , Hartford Total Return Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: DWS RREEF Global Infrastructure Inst , DWS Floating Rate Inst , DWS Diversified Market Neutral Instl , SPDR Barclays Capital Convertible Secs , DWS Enhanced Emerg Mkts Fixed Inc Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: United Technologies Corp , 3M Co , Occidental Petroleum Corporation , Wal-Mart Stores Inc , McDonald's Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
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  • Holdings: Arrow Global Group PLC , Air New Zealand Limited , Hays PLC , REXLot Holdings Ltd. , Aalberts Industries NV ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , AvalonBay Communities Inc , Public Storage , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Rio Tinto PLC ADR , Eni SpA ADR , Total SA ADR , Siemens AG , SJM Holdings Limited ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Bancorp, Inc. , Stone Energy Corporation , ConnectOne Bancorp Inc , Prosperity Bancshares, Inc. , A.O. Smith Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , China Mobile Ltd. , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Exxon Mobil Corporation , JPMorgan Chase & Co , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Manning & Napier Pro-Blend Max Term I , Manning & Napier Pro-Blend Extnd Term I ,
  • Category: Target Date 2031-2035
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Time Warner Inc , Google Inc Class A , United Technologies Corp , Lockheed Martin Corporation , AT&T Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for gutex investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , Legg Mason Strategic Real Return IS , Legg Mason Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: -1 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Overseas Value I , Columbia Income Opportunities I ,
  • Category: Conservative Allocation
  • Morningstar Rating: -1 Stars
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  • Holdings: Pfizer Inc , General Electric Co , Exxon Mobil Corporation , Time Warner Inc , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.75% , US Treasury Note 3.125% , US Treasury Note 2.625% , US Treasury Bond 4.75% , US Treasury Note 2.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
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  • Holdings: Master Total Return For Br_2020 , Master Basic Value For Br_2020 , Master Large Cap Gr For Br_2020 , BlackRock Global Long/Short Credit Instl , BlackRock Strategic Income Opps Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: -1 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for artax investment picks
  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl , TIAA-CREF Inflation Link Bd Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for tlwpx investment picks
  • Holdings: General Electric Co , Eaton Corporation PLC , Citigroup Inc , Occidental Petroleum Corporation , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for twqax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for flaax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Chevron Corp , Google, Inc. Class A , Express Scripts ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mmsyx investment picks
  • Holdings: Core Alph Bond Lp Retirement Mf Du , Active Stock Lp Retirement Mutual , International Tilts Master Dummy S , iShares TIPS Bond , Master Small Cap Index Qmst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for lpcmx investment picks
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Funds From: ergox - Eaton Vance Government Obligations R - Short Government to lpcmx - BlackRock LifePath 2020 Investor C - Target Date 2016-2020
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