Funds From: dtibx - Delaware Limited-Term Diversified Inc B - Short-Term Bond to jliex - JHancock Retire Living through 2040 R2 - Target Date 2036-2040


  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , American Tower Corp , Equinix Inc , Amazon.com Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , iShares MSCI South Korea Capped , BB Seguridade Participacoes SA , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Amerco Inc , Primoris Services Corporation , Tutor Perini Corp , SunOpta, Inc. , Berry Plastics Group Inc ,
  • Category: Small Blend
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Equinix Inc , PVH Corp , Yum Brands Inc , EMC Corp ,
  • Category: Large Growth
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  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , American International Group Inc , Merck & Co Inc , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: Casey's General Stores Inc , Irish Continental Group PLC , Abbott Laboratories , Merck & Co Inc , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: Total SA , HSBC Holdings PLC , BP PLC ADR , British American Tobacco PLC , Legrand SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , ClearBridge Aggressive Growth IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge Appreciation IS ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for cldbx investment picks
  • Holdings: Mitsubishi Estate , Unibail-Rodamco SE , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Kl├ępierre ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Cisco Systems Inc , Target Corp , General Motors Co , Qualcomm Inc , Colony Financial Inc ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for vmpyx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for sctix investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Ru20intr Trs Equity 3ml-35 *Bullet* Boa , Mini Russell 2000 Index TIC Future June14 , Fin Fut Euro$ Cme 12/14/15 , Ru20intr Trs Equity 3ml-40 *Bullet* Fbf ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2036-2040
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  • Holdings: EOG Resources Inc , VF Corp , Perrigo Co PLC , Roche Holding AG ADR , Canadian National Railway Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for GSRCX investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUS┬« AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2051+
Sign-up for glipx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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Funds From: dtibx - Delaware Limited-Term Diversified Inc B - Short-Term Bond to jliex - JHancock Retire Living through 2040 R2 - Target Date 2036-2040
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