Funds From: TNEFX - Invesco Balanced-Risk Retire 2050 R6 - Target Date 2046-2050 to droyx - Diamond Hill Research Opportunities Y - Mid-Cap Blend


  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Hitachi Ltd , Heineken Holding NV , DNB ASA , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , Fannie Mae Single Family TBA 4% 2044-11-01 , US Treasury Note 3.25% , US Treasury Note 4.625% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche EAFE Equity Index Institutional , Central Cash Management Fd Central Cash Management Fd , Deutsche Small Cap Core S ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Illumina Inc , Twitter Inc , LinkedIn Corp Class A , Intuitive Surgical Inc , Tesla Motors Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Underlying Fds Tr ,
  • Category: Managed Futures
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Bayer AG , Royal Dutch Shell PLC Class A , Prudential PLC , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Belden Inc , Helen of Troy, Ltd. , Charles River Laboratories International Inc , Mueller Industries Inc , G & K Services Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Chevron Corp , Exxon Mobil Corporation , Johnson & Johnson , Procter & Gamble Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Diageo PLC ADR , Novartis AG ADR , Royal Dutch Shell PLC ADR Class A , Schneider Electric SE ADR , WPP PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Treehouse Foods Inc , PrivateBancorp Inc , Centene Corp , Sonic Corp , Akorn Inc ,
  • Category: Small Growth
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  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Halliburton Co , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Hub Group Inc Class A , International Business Machines Corp , Microsoft Corp , Juniper Networks Inc , Willis Group Holdings PLC ,
  • Category: Mid-Cap Blend
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Funds From: TNEFX - Invesco Balanced-Risk Retire 2050 R6 - Target Date 2046-2050 to droyx - Diamond Hill Research Opportunities Y - Mid-Cap Blend
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