Funds From: mflax - MFS Lifetime 2020 A Load Waived - Target Date 2016-2020 to tagbx - Templeton Global Balanced A Load Waived - World Allocation


  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Research R5 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Large Cap Growth I , MainStay Common Stock I , MainStay Epoch US All Cap I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Danone , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Telefonica Brasil SA ADR , Newcrest Mining Ltd , Major Drilling Group International Inc , Itochu Corp , Isuzu Motors Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Bunzl PLC , Bright Horizons Family Solutions Inc , Urban Outfitters Inc , Rice Energy Inc , Constant Contact Inc ,
  • Category: World Stock
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  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Dow Chemical Co , Monsanto Co , E I du Pont de Nemours & Company , LyondellBasell Industries NV , Freeport-McMoRan Inc ,
  • Category: Trading-Leveraged Equity
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Bunzl PLC , Croda International PLC , Bellway PLC , Next PLC , Amadeus IT Holding SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , FHLMC 3.75% , JPMorgan Chase & Co , Amdocs Ltd ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Russian Federation 7.5% , Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Plains All American Pipeline LP , Energy Transfer Equity LP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Guggenheim Strategy I , Nestle SA ADR , Novartis AG ADR , Roche Holding AG ADR , HSBC Holdings PLC ADR ,
  • Category: Trading-Leveraged Equity
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  • Holdings: PowerShares DB Gold ETF , iShares Russell 1000 , Vanguard REIT ETF , Vanguard FTSE Developed Markets ETF , iShares Russell 2000 ,
  • Category: Tactical Allocation
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Danaher Corp , United Technologies Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , AIA Group Ltd , Nestle SA , Givaudan SA , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Profunds Swap Security Gs , Profunds Swap Security Ub ,
  • Category: Bear Market
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Danaher Corp , EMC Corp , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward International Dividend Instl , Forward Select EM Dividend Institutional , Forward EM Corporate Debt Institutional , Forward Commodity L/S Strategy Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for neclx investment picks
  • Holdings: United Mexican States 7.25% , Mexico(Utd Mex St) 8% , Malaysia (Govt Of) 3.172% , Sri Lanka Rep 6.25% , Samsung Electronics Co Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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Funds From: mflax - MFS Lifetime 2020 A Load Waived - Target Date 2016-2020 to tagbx - Templeton Global Balanced A Load Waived - World Allocation
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