Funds From: pshix - Principal Short-Term Income Inst - Short-Term Bond to tnerx - Invesco Balanced-Risk Retire 2050 R - Target Date 2046-2050


  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Northern Trust Corp , Intuitive Surgical Inc , Electronic Arts Inc , Fastenal Co , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Walt Disney Co , Wells Fargo & Co , General Electric Co , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Japan(Govt Of) 0.1% , Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Germany (Federal Republic Of) 1.88573% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.75% , US Treasury Note 0.875% , US Treasury Note 1.375% , US TREASURY TIP , US Treasury Note 0.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , Wesfarmers Ltd , Telstra Corp Ltd , Woolworths Ltd , AstraZeneca PLC ,
  • Category: Foreign Large Blend
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Us Long Bond(Cbt) Sep14 Xcbt 20140919 , S+p 500 Future Sep14 Xcme 20140918 , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 , US Treasury Bond 4.5% , FHLMC CMO 7.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , Lincoln National Corp , Cigna Corp , Cardinal Health Inc , Agilent Technologies Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Core S&P 500 , First Trust Large Cap Core AlphaDEX , iShares Core High Dividend , iShares Core S&P Total US Stock Mkt , Guggenheim Enhanced Short Dur ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Flextronics International Ltd , Hertz Global Holdings Inc , Goldman Sachs Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for peicx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: ITC Ltd , Universal Robina Corporation , Yes Bank Ltd , SJM Holdings Ltd , Jardine Cycle & Carriage Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for miemx investment picks
  • Holdings: Strayer Education Inc , OFG Bancorp , FactSet Research Systems, Inc. , Nabors Industries Ltd , Dana Holding Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , United Tech , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Monsanto Co , EOG Resources Inc , Schlumberger NV , Dow Chemical Co ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Google Inc Class C , Oracle Corporation , Qualcomm Inc , DISH Network Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for aftcx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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Funds From: pshix - Principal Short-Term Income Inst - Short-Term Bond to tnerx - Invesco Balanced-Risk Retire 2050 R - Target Date 2046-2050
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