Funds From: ibalx - Transamerica Multi-Mgd Balanced A LW - Moderate Allocation to exmcx - Eaton Vance Atlanta Capital Hrzn Gr A LW - Mid-Cap Growth


  • Holdings: Apple Inc , US Treasury Note 1.625% , FNMA , Johnson & Johnson , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ibalx investment picks
  • Holdings: The Middleby Corp , Acuity Brands Inc , Acadia Healthcare Co Inc , Trex Co Inc , Watsco Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for vasmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for sibpx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for MTBIX investment picks
  • Holdings: Apple Inc , US Treasury TIP , CVS Health Corp , Exxon Mobil Corporation , UnitedHealth Group Inc ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
Sign-up for ltwbx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for GSDAX investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for furtx investment picks
  • Holdings: Apple Inc , Citigroup Inc , Mondelez International Inc Class A , Comcast Corp Class A , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mmslx investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for igbfx investment picks
  • Holdings: BlackRock Master Total Return Portfolio , BlackRock Inflation Prted Bd BlackRock , Blackrock Large Cap Growth 2020 , BlackRock EuroFund Instl , Blackrock Mstr Basic Val Fund 2020 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for bapcx investment picks
  • Holdings: Citigroup Inc , Suncor Energy Inc , Morgan Stanley , UnitedHealth Group Inc , Cardinal Health Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mceax investment picks
  • Holdings: US Treasury TIP , Apple Inc , Exxon Mobil Corporation , iShares Core MSCI Emerging Markets , CVS Health Corp ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for ltkax investment picks
  • Holdings: Fidelity® Short-Term Bond , Fidelity® Total Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for frkax investment picks
  • Holdings: Intel Corp , Wells Fargo & Co , Apple Inc , General Motors Co , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for mfvsx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager Large Cap Core Port I , Voya Multi-Manager Mid Cap Value I , Voya Large Cap Value R6 , Voya High Yield Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for isgjx investment picks
  • Holdings: Commercial International Bank (Egypt) SAE GDR , ICICI Bank Ltd ADR , Infosys Ltd ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , SK Hynix Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for daemx investment picks
  • Holdings: Visa Inc Class A , Baidu Inc ADR , Priceline Group Inc , Facebook Inc Class A , Allergan Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mmaax investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Short-Term Income Inst , Principal Equity Income Inst , Principal Large Cap Growth Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pcnsx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Equity Residential , Essex Property Trust Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for darex investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for tipax investment picks
  • Holdings: Apple Inc , Marriott International Inc Class A , Microsoft Corp , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for hrcpx investment picks
  • Holdings: Bayer AG , Nestle SA , Honda Motor Co Ltd , WPP PLC , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mosyx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for hsnyx investment picks
  • Holdings: Voya US Bond Index Port I , Voya US Stock Index Port I , Voya Russell Mid Cap Index Port I , Voya International Index Port I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for isktx investment picks
  • Holdings: Fiesta Restaurant Group Inc , Swift Transportation Co , Spansion Inc Class A , Qlik Technologies Inc , Jack In The Box Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for mmclx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for jtsax investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
Sign-up for pnjyx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for pammx investment picks
  • Holdings: Catamaran Corp , Affiliated Managers Group Inc , Perrigo Co PLC , Treehouse Foods Inc , Waste Connections Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for exmcx investment picks
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Funds From: ibalx - Transamerica Multi-Mgd Balanced A LW - Moderate Allocation to exmcx - Eaton Vance Atlanta Capital Hrzn Gr A LW - Mid-Cap Growth
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