Funds From: tgtax - DWS LifeCompass 2040 A Load Waived - Target Date 2036-2040 to eseax - Eaton Vance Atlanta Capital Sel Eq A LW - Large Growth


  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS EAFE® Equity Index Inst , DWS Small Cap Core S , DWS Global Small Cap Institutional ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp , Total SA , Bayer AG , Novartis AG , Mitsubishi Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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  • Holdings: Grifols SA Class A , Svenska Handelsbanken Class A , SABMiller PLC , Shire PLC , Syngenta AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: PennyMac Mortgage Investment Trust , Starwood Property Trust, Inc. , Daimler AG , Total SA , Swisscom AG ,
  • Category: World Stock
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Visa Inc Class A , Google Inc Class A , Google Inc Class C , Nike Inc Class B , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Transamerica Intl Eq Opportunities I2 , Transamerica International I2 , Transamerica International Equity I2 , Transamerica Developing Markets Eq I2 , Transamerica International Small Cap I2 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , iShares Intermediate Credit Bd ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Holdings: ING Intermediate Bond Port Adv , ING Large Cap Value R6 , ING High Yield Bond I , ING Large Cap Growth R6 , ING Multi-Manager International Equity I ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Short-Term Bond , Fidelity® Equity-Income , Fidelity® Government Income ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: American Tower Corp , TransCanada Corp , National Grid PLC , Enbridge Inc , Spectra Energy Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Iconix Brand Group Inc , WellCare Health Plans Inc , Investors Bancorp Inc , Rovi Corp , iShares Russell 2000 Value ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy I ,
  • Category: Bear Market
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for hwhax investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Bond Index Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Select Dividend , Hospitality Properties Trust , Integrys Energy Group Inc , Ensco PLC Class A , AT&T Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Chevron Corp , National Oilwell Varco Inc , General Electric Co , Noble Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Superior Energy Services Inc , Signature Bank , Affiliated Managers Group Inc , Hanesbrands Inc , Hain Celestial Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Mid-Cap , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Citigroup Inc , Amazon.com Inc , U.S. Bancorp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for busvx investment picks
  • Holdings: S&P 500 Index Future June14 , Federated Project and Trade Fin Cor , NYSE/Liffe 10 Year US Treasury Note Future June14 , High Yield Bond Portfolio , Gilead Sciences Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 2 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: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Holdings: Markel Corporation , TJX Companies , Wal-Mart Stores Inc , Berkshire Hathaway Inc Class B , Covidien PLC ,
  • Category: Large Growth
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Funds From: tgtax - DWS LifeCompass 2040 A Load Waived - Target Date 2036-2040 to eseax - Eaton Vance Atlanta Capital Sel Eq A LW - Large Growth
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