Funds From: jhgdx - JHFunds2 Global Bond NAV - World Bond to cgibx - American Funds Intl Gr and Inc 529B - Foreign Large Blend


  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Alliancebernstein Pooling Portfolios , AB Multi-Manager Alternative Strats Z , AB Pooling Multi-Asset Real Return , Apple Inc , CVS Health Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Edison International , E-mini S&P MidCap 400 Index Future Mar15 , Sempra Energy , PPL Corp , NiSource Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , SBA Communications Corp , Comcast Corp Class A , TJX Companies ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: PepsiCo Inc , Time Warner Cable Inc , Amgen Inc , UnitedHealth Group Inc , General Electric Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MSCI EAFE Index Future Mar15 , Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init , Northern Emerging Markets Equity Index ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Randgold Resources Ltd , CLP Holdings Ltd , Fresenius Medical Care AG & Co. KGaA , MAN SE , SES SA DR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
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  • Holdings: SBA Communications Corp , O'Reilly Automotive Inc , Chipotle Mexican Grill Inc Class A , Sherwin-Williams Co , Marriott International Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , Endo International PLC , ARM Holdings PLC , Cadence Design Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury TIP 2.5% , US Treasury Note 1.375% , US Treasury Note 1.625% , US Treasury Note 1.25% , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Liberty Tax Inc Class A , Natus Medical Inc , Applied Optoelectronics Inc , Dycom Industries Inc , Kennedy-Wilson Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: O'Reilly Automotive Inc , Interpublic Group of Companies, Inc , Diebold Inc , PNM Resources Inc , Curtiss-Wright Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Bayer AG , Nestle SA , Compass Group PLC , WPP PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Taiwan Semiconductor Manufacturing Co Ltd ADR , Kia Motors Corp , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for peqax investment picks
  • Holdings: Aud Irs 10y Rec (Clr Bkr Cit-Clrhse Cme) 3.258 Dec 23 24 , Aud Irs 10y Rec (Clr Bkr Cit-Clrhse Cme) 2.740 Dec 23 24 , Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Gbp Irs 10yr Receiver (Jpm) 0.683 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for dvrax investment picks
  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: AXA SA , Taiwan Semiconductor Manufacturing Co Ltd , Novartis AG , EDP - Energias de Portugal SA , ORANGE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: jhgdx - JHFunds2 Global Bond NAV - World Bond to cgibx - American Funds Intl Gr and Inc 529B - Foreign Large Blend
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