Funds From: ktrbx - Deutsche Global Income Builder B - Tactical Allocation to lmrsx - QS Legg Mason Target Retirement IS - Retirement Income


  • Holdings: UGI Corp , British American Tobacco PLC , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Short-Term Bond , Fidelity® Equity-Income , Fidelity® Government Income ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Williams Companies Inc , ONEOK Inc , Kinder Morgan Management LLC , Enbridge Energy Management LLC , Plains GP Holdings LP Class A ,
  • Category: Energy Limited Partnership
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  • Holdings: Apple Inc , Wells Fargo & Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Pacific Rubiales Energy Corp Common Stock , Sberbank Of Russia , Petroleo Brasileiro SA Petrobras ADR , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Osim International Ltd , Hotel Shilla Co Ltd , Jyothy Laboratories Ltd , Ticon Industrial Connection PLC shs Foreign registered , Aeon Co Malaysia Bhd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: CNO Financial Group Inc , Ensco PLC Class A , Merck & Co Inc , Pfizer Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for hsnix investment picks
  • Holdings: Atmos Energy Corp , Liberty Property Trust , Ameren Corp , Level 3 Communications Inc , BioMed Realty Trust Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for mlunx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity Advisor® International Discv I , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: ICICI Bank Ltd , Housing Development Finance Corp Ltd , ITC Ltd , HDFC Bank Ltd , Tata Consultancy Services Ltd ,
  • Category: India Equity
  • Morningstar Rating: 1 Stars
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  • Holdings: DexCom Inc , Armstrong World Industries Inc , WEX Inc , Swift Transportation Co , OpenTable Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pfivx investment picks
  • Holdings: Wilmington Intermediate-Term Bond Instl , Wilmington Multi-Manager Intl Instl , Federated Ultrashort Bond Instl , PIMCO Unconstrained Bond Inst , RidgeWorth Seix Floating RT High Inc I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Amazon.com Inc , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for elcrx investment picks
  • Holdings: Cleco Corp , Aaron's Inc , Landstar System Inc , Genesee & Wyoming Inc Class A , SVB Financial Group ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Randgold Resources Ltd ADR , Eldorado Gold Corp , Yamana Gold Inc , Agnico Eagle Mines Ltd , New Gold Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 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: 3 Stars
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  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond Index Signal , SPDR S&P 500 , CNI Charter Corporate Bond Servicing , Vanguard FTSE Europe ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for hhbtx investment picks
  • Holdings: Touchstone Total Return Bond Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional , Touchstone Premium Yield Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tsmyx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Walt Disney Co , JPMorgan Chase & Co , Intel Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
Sign-up for sepax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
Sign-up for ddbax investment picks
  • Holdings: Goodrich Petroleum Corp , Cytec Industries Inc , Lazard Ltd , Balchem Corp , Dana Holding Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for emmgx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for lauqx investment picks
  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , QS Legg Mason Strategic Real Return IS ,
  • Category: Retirement Income
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Funds From: ktrbx - Deutsche Global Income Builder B - Tactical Allocation to lmrsx - QS Legg Mason Target Retirement IS - Retirement Income
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