Funds From: ASRAX - Invesco Global Real Estate Income A - Global Real Estate to plspx - Principal LifeTime Strategic Inc R5 - Retirement Income


  • Holdings: AvalonBay Communities Inc , Land Securities Group PLC , Simon Property Group Inc , Essex Property Trust Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , OAO Gazprom ADR , Industrial And Commercial Bank Of China Ltd H Shares , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for nwlax investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Jpmorgan Chase & Co Exch 144a 144A , Salix Pharmaceuticals Cv 1.5% , United Tech , Danaher Corp Del Cv ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for mcsvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ltrpx investment picks
  • Holdings: Micron Tech Cv 3% , Mgic Invt Corp Wis Cv 5% , Priceline Grp 144A Cv 0.35% , Wells Fargo & Co, San Francisco Ca Pfd , Portfolio Recovery Assocs 144A Cv 3% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for lbffx investment picks
  • Holdings: Aspen Insurance Holdings Ltd , RLJ Lodging Trust , Smith & Wesson Holding Corp , Global Cash Access Holdings Inc , Targa Resources Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for gshrx investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , Legg Mason Strategic Real Return IS , Legg Mason Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbcbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for szicx investment picks
  • Holdings: Salix Pharmaceuticals Ltd , Mednax Inc , Trimble Navigation Ltd , Allison Transmission Holdings Inc , Norwegian Cruise Line Holdings Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for rhjvx investment picks
  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 , Fannie Mae Single Family TBA 3% 2029-06-01 , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for dfidx investment picks
  • Holdings: Altria Group Inc. , Philip Morris International, Inc. , Novartis AG , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cirbx investment picks
  • Holdings: AXA SA , Akzo Nobel NV , Indra Sistemas SA Serie A Class A , Barclays PLC , Hitachi Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sbiex investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , DISH Network Corp , CVS Caremark Corp , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for sinax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for wbhix investment picks
  • Holdings: SBA Communications Corp , Alexion Pharmaceuticals Inc , Copart Inc , Monotype Imaging Holdings Inc , Cornerstone OnDemand Inc ,
  • Category: Mid-Cap Growth
Sign-up for LCBSX investment picks
  • Holdings: CETIP SA Mercados Organizados , Ultra Petroleum Corp , Booz Allen Hamilton Holding Corp , Rovi Corp , Hollysys Automation Technologies Ltd ,
  • Category: World Stock
Sign-up for izsyx investment picks
  • Holdings: Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , US Treasury Note 0.75% , Vanguard Emerging Markets Stock Idx ETF , S+p Mid 400 Emini Jun14 Xcme 20140620 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for htarx investment picks
  • Holdings: SVB Financial Group , Waddell & Reed Financial, Inc. , Wintrust Financial Corp , Affiliated Managers Group Inc , Iberiabank Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for smcyx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Citigroup Inc , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lmvrx investment picks
  • Holdings: Abercrombie & Fitch Co Class A , E*Trade Financial Corp , LPL Financial Holdings Inc , Harman International Industries Inc , ManpowerGroup ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
Sign-up for vsmcx investment picks
  • Holdings: Western Digital Corporation , Helmerich & Payne, Inc. , Semperit AG Holding , Myriad Genetics, Inc. , Mayr-Melnhof Karton AG ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for rgvrx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for ftpix investment picks
  • Holdings: PIMCO Income Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO High Yield Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for palpx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mmaix investment picks
  • Holdings: Reliance Steel and Aluminum , Helmerich & Payne, Inc. , NVR, Inc. , Federated Investors, Inc. Class B , Unit Corporation ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for rpmkx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO Real Return Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pehpx investment picks
  • Holdings: FHLMC 4.5% , FNMA 3% , Fannie Mae Single Family TBA 2.5% 2029-06-01 , Microsoft Corp , PepsiCo Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbacx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Short-Term Income Inst , Principal Bond Market Index Instl , Principal Global Div Inc Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for plspx investment picks
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Funds From: ASRAX - Invesco Global Real Estate Income A - Global Real Estate to plspx - Principal LifeTime Strategic Inc R5 - Retirement Income
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