Funds From: rrnnx - JPMorgan Real Return Instl - Inflation-Protected Bond to glncx - MFS Global New Discovery C - World Stock


  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Williams Companies Inc , ONEOK Inc , Kinder Morgan Management LLC , Enbridge Energy Management LLC , Plains GP Holdings LP Class A ,
  • Category: Energy Limited Partnership
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Holdings: Jyothy Laboratories Ltd , Ticon Industrial Connection PLC shs Foreign registered , Hotel Shilla Co Ltd , Osim International Ltd , Aeon Co Malaysia Bhd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Holdings: Shutterfly Inc , Fiesta Restaurant Group Inc , WEX Inc , Spansion Inc Class A , Jack In The Box Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy III , Guggenheim Strategy Ii , Guggenheim Strategy I , Msswap3 , Hsi Asset Sec Tr 2007-Wf1 FRN ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Principal Income Instl , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc , Apple Inc , Discover Financial Services , Gilead Sciences Inc , British American Tobacco PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Comcast Corp Class A , Cognizant Technology Solutions Corp Class A , CVS Health Corp , Verizon Communications Inc , PVH Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: MainStay Large Cap Growth I , MainStay MAP I , MainStay Common Stock I , MainStay Epoch US All Cap I , MainStay ICAP International I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , MasterCard Inc Class A , Microsoft Corp , Celgene Corp , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
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  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Walt Disney Co , Exxon Mobil Corporation , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Devon Energy Corp , KLA-Tencor Corp , CareFusion Corp , Patterson Companies Inc , Alleghany Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Gbp Irs 10yr Receiver (Jpm) 0.716 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 2.720 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 0.701 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for dvrkx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Oppenheimer Developing Markets A , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for mxxlx investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Schlumberger NV , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Bristol-Myers Squibb Company , Amgen Inc , Gilead Sciences Inc , Regeneron Pharmaceuticals Inc , Intuitive Surgical Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for ERHSX investment picks
  • Holdings: Bright Horizons Family Solutions Inc , Swift Transportation Co , Bunzl PLC , Constant Contact Inc , Bakkafrost P/F ,
  • Category: World Stock
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Funds From: rrnnx - JPMorgan Real Return Instl - Inflation-Protected Bond to glncx - MFS Global New Discovery C - World Stock
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