Funds From: lmxrx - QS Legg Mason Target Retirement 2025 R - Target Date 2021-2025 to CTSEX - American Funds College 2027 529-E - Moderate Allocation


  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , Aspen Technology Inc , Graphic Packaging Holding Co , Isis Pharmaceuticals , RF Micro Devices Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: Apple Inc , Microsoft Corp , General Electric Co , Procter & Gamble Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Floating Income Instl , AllianzGI NFJ Global Dividend Val Instl ,
  • Category: Target Date 2041-2045
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  • Holdings: Citigroup Inc , Verizon Communications Inc , Johnson & Johnson , Occidental Petroleum Corp , United Technologies Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Apple Inc , Bank of America Corporation , Microsoft Corp , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , CVS Health Corp , DISH Network Corp , Time Warner Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® High Yield Pooled , Simon Property Group Inc , AvalonBay Communities Inc , Public Storage , US Treasury Note 0.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Ais Fund Limited , Westinghouse Air Brake Technologies Corp , Anadarko Petroleum Corp , Ensco PLC Class A , Potash Corp of Saskatchewan Inc ,
  • Category: World Allocation
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Parexel International Corp , Sonic Corp , Aruba Networks Inc , Centene Corp , Treehouse Foods Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Affiliated Managers Group Inc , Bank of the Ozarks Inc , Discover Financial Services , OSI Systems Inc , Portfolio Recovery Associates Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Fundamental Invs R6 ,
  • Category: Moderate Allocation
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  • Holdings: Actavis PLC , Walt Disney Co , American Tower Corp , Ecolab Inc , Alliance Data Systems Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 , Graphic Packaging Holding Co , WEX Inc , F5 Networks Inc , Cheniere Energy Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Novo Nordisk A/S Class B , Brookfield Asset Management Inc Class A , Canadian National Railway Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Fundamental Invs R6 ,
  • Category: Moderate Allocation
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Funds From: lmxrx - QS Legg Mason Target Retirement 2025 R - Target Date 2021-2025 to CTSEX - American Funds College 2027 529-E - Moderate Allocation
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