Funds From: mrttx - MainStay Retirement 2030 A Load Waived - Target Date 2026-2030 to taifx - American Funds TxAdvtg Inc F1 - Conservative Allocation


  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Common Stock I , MainStay Large Cap Growth I , MainStay Epoch US All Cap I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: Bright Horizons Family Solutions Inc , Bunzl PLC , Swift Transportation Co , Urban Outfitters Inc , Rice Energy Inc ,
  • Category: World Stock
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Jacksonville Fla Spl Rev Spl Rev B 5% , New York St Dorm Auth 5% , Michigan Fin Auth 5% , Dallas Fort Worth Tex Intl Arp Jt Ref 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Instl , Principal Short-Term Income Inst , Principal Large Cap Value III Inst ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for ltasx investment picks
  • Holdings: Gilead Sciences Inc , Celgene Corp , Canadian Pacific Railway Ltd , Priceline Group Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: New Covenant Income , New Covenant Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ncbix investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for rfbax investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: ZKB Gold ETF A (USD) , Zuercher Ktbk Zkb Silver Etf A (Us , Newmont Mining Corp , Yara International ASA , Agnico Eagle Mines Ltd ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for evgox investment picks
  • Holdings: Bunzl PLC , Bellway PLC , Croda International PLC , OBIC Co., Ltd. , Amadeus IT Holding SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for cbamx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for fguax investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Danaher Corp , Colgate-Palmolive Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for emicx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for eibsx investment picks
  • Holdings: PNC Large Cap Core I , PNC International Equity I , PNC Small Cap I , PNC Bond I , Vanguard Emerging Mkts Stock Idx Adm ,
  • Category: Target Date 2046-2050
Sign-up for pdtix investment picks
  • Holdings: Ashtead Group PLC , Wirecard AG , Hotel Shilla Co Ltd , Azimut Holding SPA , Rightmove PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
Sign-up for iscax investment picks
  • Holdings: JPMorgan Chase & Co , Danaher Corp , EMC Corp , Johnson & Johnson , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mittx investment picks
  • Holdings: Unibail-Rodamco SE , Scentre Group , Westfield Corp , Land Securities Group PLC , Link Real Estate Investment Trust ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for pxrax investment picks
  • Holdings: Hewlett-Packard Co , JPMorgan Chase & Co , Trinity Industries Inc , Wells Fargo & Co , Arrow Electronics Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for qiacx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2051+
Sign-up for lfirx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for dpltx investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Contrarian Core I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for clrrx investment picks
  • Holdings: Hittite Microwave Corp , The Chefs' Warehouse Inc , Mercadolibre Inc , NVE Corp , Hibbett Sports Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for psgax investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2051+
Sign-up for LFITX investment picks
  • Holdings: BlackRock Master Total Return Portfolio , BlackRock EuroFund Instl , BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for blhix investment picks
  • Holdings: Guggenheim Strategy I , Russell 2000 Index Mini TIC , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for rycmx investment picks
  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
Sign-up for taifx investment picks
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Funds From: mrttx - MainStay Retirement 2030 A Load Waived - Target Date 2026-2030 to taifx - American Funds TxAdvtg Inc F1 - Conservative Allocation
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