Funds From: wfofx - Wells Fargo Advantage DJ Target 2040 C - Target Date 2036-2040 to rboax - American Funds Interm Bd Fd of Amer R1 - Short-Term Bond


  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class C , Apple Inc , Caterpillar Inc , Chevron Corp , Roche Holding AG ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: IHS Inc Class A , Fiserv Inc , CarMax Inc , Pall Corporation , Textron Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , QS Legg Mason Strategic Real Return IS ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , AvalonBay Communities Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , iShares MSCI EAFE , Long Term Euro BTP Future Sept14 , iShares Select Dividend ,
  • Category: Conservative Allocation
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  • Holdings: Osisko Mining Corp , Randgold Resources Ltd ADR , Royal Gold Inc , Tahoe Resources Inc , Franco-Nevada Corp ,
  • Category: Equity Precious Metals
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Goodrich Petroleum Corp , Cytec Industries Inc , Lazard Ltd , Balchem Corp , Dana Holding Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , HCA Holdings Inc , Bristol-Myers Squibb Company , AbbVie Inc , Gilead Sciences Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , FNMA , US Treasury Note 0.25% , FNMA , US Treasury Note 4.625% ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Appreciation ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 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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  • Holdings: Techtronic Industries Co Ltd , AIA Group Ltd , Hermes Microvision Inc , Sihuan Pharmaceutical Holdings Group Ltd , Guangdong Investment Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , FHLMC 3.75% , JPMorgan Chase & Co , Amdocs Ltd ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy I , Nestle SA ADR , Novartis AG ADR , HSBC Holdings PLC ADR , Roche Holding AG ADR ,
  • Category: Trading-Leveraged Equity
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for CEBRX investment picks
  • Holdings: Gilead Sciences Inc , Priceline Group Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mdddx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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Funds From: wfofx - Wells Fargo Advantage DJ Target 2040 C - Target Date 2036-2040 to rboax - American Funds Interm Bd Fd of Amer R1 - Short-Term Bond
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