Funds From: pfzpx - PIMCO RealPath 2045 P - Target Date 2041-2045 to CTTLX - Calvert Tax-Free Bond A - Muni National Interm


  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2041-2045
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , AT&T Inc , Verizon Communications Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: iPath® DJ-UBS Cmdty TR ETN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for eipax investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Exxon Mobil Corporation , Microsoft Corp , Costco Wholesale Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI Japan , Novartis AG , iShares MSCI EAFE , Vodafone Group PLC , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gsrkx investment picks
  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Kohl's Corp , Forest City Enterprises Cv 4.25% , United Rentals Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , International Container Terminal Services Inc , Naspers Ltd Class N , Novo Nordisk A/S Class B ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Nike Inc Class B , PPG Industries Inc , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Berkshire Hathaway Inc Class B , Johnson & Johnson , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Pfizer Inc , JPMorgan Chase & Co , Bank of America Corporation , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Dr Reddy Laboratories Ltd , NetEase Inc ADR , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 , Spirit Airlines Inc , Cal-Maine Foods Inc , Saia Inc , Popeyes Louisiana Kitchen Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , MIP International Tilts Master Portfolio , Master Small Cap Index ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Check Point Software Technologies Ltd , Israel Chemicals Ltd , Perrigo Co PLC , Bank Hapoalim B M ,
  • Category: Miscellaneous Region
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  • Holdings: Forward Select Income Institutional , Forward EM Corporate Debt Institutional , Forward High Yield Bond Z , Forward Credit Analysis Long/Short Instl , Forward Real Estate Inst ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aiacx 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 2041-2045
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  • Holdings: Time Warner Inc , Home Depot Inc , Halliburton Co , Phillips 66 , eBay Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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Funds From: pfzpx - PIMCO RealPath 2045 P - Target Date 2041-2045 to CTTLX - Calvert Tax-Free Bond A - Muni National Interm
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