Funds From: wftyx - Wells Fargo Advantage DJ Target 2025 R6 - Target Date 2021-2025 to ityax - Invesco Technology A Load Waived - Technology


  • Holdings: Apple Inc , Exxon Mobil Corporation , FNMA , Samsung Electronics Co Ltd , US Treasury Note 0.25% ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Wendy's Co Class A , Microsoft Corp , Johnson & Johnson , Novartis AG ADR , Vivendi SA ,
  • Category: World Stock
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Gilead Sciences Inc , Apple Inc , Visa Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson & Johnson , Google Inc Class A , US Treasury TIP 2.5% , Apple Inc , US Treasury Note 1.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , Praxair Inc , JPMorgan Chase & Co , Merck & Co Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Roche Holding AG , Valero Energy Corp , ITV PLC , Lockheed Martin Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Morgan Stanley , Viacom Inc Class B , Applied Materials Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for acgkx investment picks
  • Holdings: Manhattan Associates Inc , RF Micro Devices Inc , Hyster-Yale Materials Handling Inc Class A , American Equity Investment Life Holding Co , PrivateBancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for kstbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mcbyx investment picks
  • Holdings: Reed Elsevier PLC , Compass Group PLC , Roche Holding AG , British American Tobacco PLC , Sap AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , Roche Holding AG ADR , American Airlines Group Inc , Amgen Inc , Adobe Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for gscfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jhbbx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for mkinx investment picks
  • Holdings: American Water Works Co Inc , NiSource Inc , ITC Holdings Corp , NextEra Energy Inc , Westar Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for gsorx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Exxon Mobil Corporation , Schlumberger NV , General Electric Co , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Sumitomo Mitsui Financial Group Inc , Toyota Motor Corp , Mitsubishi UFJ Financial Group Inc , Seven & i Holdings Co Ltd , Telekomunikasi Indonesia (Persero) Tbk Class B ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
Sign-up for tgrcx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Small Cap StocksPLUS AR Inst , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for pofax investment picks
  • Holdings: Signet Jewelers Ltd , Amdocs Ltd , Mednax Inc , Lazard Ltd , Foot Locker Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for smcpx 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 IZSRX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for ptbix 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 LCSSX investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUSĀ® 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 pehax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
Sign-up for lctbx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for ityax investment picks
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Funds From: wftyx - Wells Fargo Advantage DJ Target 2025 R6 - Target Date 2021-2025 to ityax - Invesco Technology A Load Waived - Technology
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