Funds From: sbbax - QS Legg Mason Lifestyle Allocation A LW - Conservative Allocation to farsx - Fidelity Advisor Income Repl 2034 A LW - Retirement Income


  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , QS Legg Mason Strategic Real Return IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , E-mini NASDAQ 100 Index Future June14 , ArcelorMittal SA ADR , Vale SA ADR , Citrix Systems Inc ,
  • Category: Bear Market
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  • Holdings: Pioneer International Value Y , Pioneer Global Equity Y , Pioneer Emerging Markets Y , Pioneer Mid-Cap Value Y , Pioneer Oak Ridge Small Cap Growth Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: American International Group Inc , Occidental Petroleum Corp , Cameron International Corp , Baker Hughes Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for raftx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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  • Holdings: Dreyfus/Newton International Equity I , Dreyfus International Eq I , Dreyfus International Stock I , Dreyfus International Value I , Dreyfus Emerging Markets I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Caremark Corp , Anheuser-Busch Inbev SA , Boeing Co , UnitedHealth Group Inc , Citrix Systems Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for epapx investment picks
  • Holdings: Visa Inc Class A , Amazon.com Inc , Priceline Group Inc , Chipotle Mexican Grill Inc Class A , Baidu Inc ADR ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tsnax investment picks
  • 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 pfigx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Oracle Corporation , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for maaax investment picks
  • Holdings: Blackbaud Inc , Dean Foods Co , California Water Service Group , Infinity Property and Casualty Corp , Kronos Worldwide Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: MainStay Epoch US All Cap I , MainStay S&P 500 Index I , MainStay MAP I , MainStay ICAP International I , MainStay Large Cap Growth I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for msrqx investment picks
  • Holdings: Gilead Sciences Inc , Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Japan Tobacco Inc ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for ltqbx investment picks
  • Holdings: Novartis AG , Shire PLC , Unilever PLC , Sumitomo Mitsui Financial Group Inc , Roche Holding AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dieax investment picks
  • Holdings: MainStay MAP I , MainStay Large Cap Growth I , MainStay US Small Cap I , Mainstay US Equity Opportunities I , MainStay ICAP International I ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for mgxnx investment picks
  • Holdings: Facebook Inc Class A , Amazon.com Inc , Illumina Inc , Google Inc Class C , Twitter Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for jsacx investment picks
  • Holdings: Nippon Telegraph & Telephone Corp , Total SA , Eni SpA , Mitsubishi Corp , Novartis AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for icewx investment picks
  • Holdings: PIMCO Income Instl , PIMCO Short-Term Instl , AllianzGI US Managed Volatility Instl , AllianzGI NFJ International Value Instl , AllianzGI NFJ Global Dividend Val Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for palcx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for mipsx investment picks
  • Holdings: EURO STOXX 50 Index Future June14 , E-mini S&P 500 Index Future June14 , Ubs Relationship Fds , MSCI Emerging Market Index Future June14 , FTSE 100 Index (New Style) Future June14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for bgfax investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Strategic Real Return , Fidelity® Government Income , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for filcx investment picks
  • Holdings: Shire PLC , Grifols SA Class A , Svenska Handelsbanken Class A , SABMiller PLC , Linde AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mseax investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for rrncx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for farsx investment picks
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Funds From: sbbax - QS Legg Mason Lifestyle Allocation A LW - Conservative Allocation to farsx - Fidelity Advisor Income Repl 2034 A LW - Retirement Income
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