Funds From: vrgax - Invesco Balanced-Risk Retire 2040 AX - Target Date 2036-2040 to ifmsx - VY Franklin Mutual Shares S - Large Value


  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Host Hotels & Resorts Inc , Equity Residential , Mitsubishi Estate ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Total SA , Novartis AG , Roche Holding AG , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Holdings: Mitsui Fudosan Co Ltd , Mitsubishi Estate , Sun Hung Kai Properties Ltd , Sumitomo Realty & Development Co Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Intuit Inc , Chipotle Mexican Grill Inc Class A , Southwest Airlines Co , Michael Kors Holdings Ltd , Ametek Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd GDR , Baidu Inc ADR , Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: HCA Holdings Inc , Actavis PLC , Gilead Sciences Inc , SAP SE ADR , Cigna Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , Shire PLC , Roche Holding AG , Suncor Energy Inc , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ummgx investment picks
  • Holdings: Affiliated Managers Group Inc , SBA Communications Corp , NiSource Inc , Invesco Ltd , Skyworks Solutions Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for AUNAX investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Holdings: Align Technology Inc , Acadia Healthcare Co Inc , Jarden Corp , Wright Medical Group Inc , Whiting Petroleum Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Bond 8.875% , Citigroup Inc , Comcast Corp Class A , Bank of America Corporation , GNMA 8% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Verizon Communications Inc , Gilead Sciences Inc , Facebook Inc Class A , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Holdings: Tenet Healthcare Corp , Universal Health Services Inc Class B , Total System Services Inc , ARRIS Group Inc , Align Technology Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: JB Hunt Transport Services Inc , Roper Industries Inc , Ametek Inc , Capital One Financial Corp , Verisk Analytics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for FSSMX investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl , Nationwide Portfolio Complt Instl ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Medtronic Inc , Merck & Co Inc , White Mountains Insurance Group Ltd ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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Funds From: vrgax - Invesco Balanced-Risk Retire 2040 AX - Target Date 2036-2040 to ifmsx - VY Franklin Mutual Shares S - Large Value
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