Funds From: vfcbx - Federated Clover Value B - Large Value to CTOCX - American Funds College 2021 529-C - Conservative Allocation


  • Holdings: Corning Inc , NVIDIA Corp , Masco Corp , Valero Energy Corp , American International Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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  • Holdings: Daimler AG , Statoil ASA , Siemens AG , Samsung Electronics Co Ltd , Toto Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
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  • Holdings: Bunzl PLC , Croda International PLC , Amadeus IT Holding SA , Bellway PLC , OBIC Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Dynavax Technologies Corp , DexCom Inc , CommVault Systems Inc , Aramex PJSC , DSV AS ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Danone , KDDI Corp , Nestle SA , Kao Corp , Reckitt Benckiser Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , MasterCard Inc Class A , Visa Inc Class A , Priceline Group Inc , Allergan Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
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  • Holdings: PNC Large Cap Core I , PNC Bond I , PNC Limited Maturity Bond I , PNC International Equity I , Vanguard Inflation-Protected Secs Adm ,
  • Category: Target Date 2016-2020
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  • Holdings: Vale SA ADR , Itau Unibanco Holding SA ADR , Petroleo Brasileiro SA Petrobras ADR , Estacio Participacoes SA , BMF Bovespa SA Bolsa Valores Merc Fut ,
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP 3.625% , US Treasury TIP 2.375% , US Treasury TIP 2% , US Treasury TIP 2.5% , US Treasury TIP 1.75% ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: JPMorgan Chase & Co , Danaher Corp , Johnson & Johnson , Pfizer Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Aust 10y Bond Fut Jun14 Xsfe 20140616 , Long Gilt Future Jun14 Xlif 20140626 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Jpn 10y Bond(Ose) Jun14 Xose 20140611 , Can 10yr Bond Fut Jun14 Xmod 20140619 ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , Gartner Inc Class A , Jones Lang LaSalle Inc , PerkinElmer Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Comcast Corp Class A , Apple Inc , Halliburton Co , Nu Skin Enterprises Inc Class A , Capital One Financial Corp ,
  • Category: Large Blend
Sign-up for VDGRX investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for vricx investment picks
  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for fhkbx investment picks
  • Holdings: PNC Bond I , PNC Limited Maturity Bond I , PNC Large Cap Core I , Vanguard Inflation-Protected Secs Adm , PNC International Equity I ,
  • Category: Retirement Income
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  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for CNDRX investment picks
  • Holdings: CAI International Inc , Corporate Office Properties Trust Inc , Everest Re Group Ltd , TCF Financial Corp , Rovi Corp ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
Sign-up for ndvux investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Mutual R6 , American Funds Global Balanced R6 , American Funds Washington Mutual R6 , American Funds Mortgage R6 ,
  • Category: Conservative Allocation
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Funds From: vfcbx - Federated Clover Value B - Large Value to CTOCX - American Funds College 2021 529-C - Conservative Allocation
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