Funds From: SWHGX - Schwab MarketTrack Growth Investor - Aggressive Allocation to LTMRX - MFS Lifetime 2045 R1 - Target Date 2041-2045


  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Manning & Napier Pro-Blend Extnd Term I , Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2021-2025
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  • Holdings: Nestle SA , Compass Group PLC , Danone , Canadian National Railway Co , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Bunzl PLC , Croda International PLC , Bellway PLC , Next PLC , Amadeus IT Holding SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: FNMA , US Treasury Note 3.625% , FNMA , US Treasury Note 0.25% , US Treasury Note 4.625% ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for almix investment picks
  • Holdings: Total SA , AIA Group Ltd , Nestle SA , Givaudan SA , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Digital Corp , United Continental Holdings Inc , Kroger Co , SanDisk Corp , Alexion Pharmaceuticals Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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  • Holdings: Newell Rubbermaid Inc , Crown Holdings Inc , NASDAQ OMX Group, Inc. , Xerox Corporation , Molson Coors Brewing Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
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  • Holdings: Constant Contact Inc , Urban Outfitters Inc , Atwood Oceanics Inc , Swift Transportation Co , SciQuest Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Freeport-McMoRan Inc , Goldcorp Inc , Barrick Gold Corp , Newmont Mining Corp , Randgold Resources Ltd ADR ,
  • Category: Trading-Leveraged Equity
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Cisco Systems Inc , Qualcomm Inc , Nokia Oyj ADR , LM Ericsson Telephone Company ADR Class B , Juniper Networks Inc ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
Sign-up for fdmax investment picks
  • Holdings: Corporate Office Properties Trust Inc , Everest Re Group Ltd , Cinemark Holdings Inc , Resources Connection Inc , NASDAQ OMX Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Gilead Sciences Inc , Verizon Communications Inc , Lockheed Martin Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward EM Corporate Debt Institutional , Forward International Dividend Instl , Forward Credit Analysis Long/Short Instl , Forward Emerging Markets Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Emerging Markets Bond I , Columbia High Yield Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for CGVRX investment picks
  • Holdings: Sirona Dental Systems Inc , Dollar Tree Stores Inc , Monster Beverage Corp , Edwards Lifesciences Corp , Intuit 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: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2041-2045
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2041-2045
Sign-up for LTMRX investment picks
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Funds From: SWHGX - Schwab MarketTrack Growth Investor - Aggressive Allocation to LTMRX - MFS Lifetime 2045 R1 - Target Date 2041-2045
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