Funds From: pplsx - DWS LifeCompass 2030 S - Target Date 2026-2030 to vklix - Invesco Int-Term Muni Inc Y - Muni National Interm


  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS EAFE® Equity Index Inst , DWS Small Cap Core S , DWS Global Small Cap Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , Baker Hughes Inc , Micros Systems Inc , State Street Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Schneider Electric , CIE FINANCIERE RICHEMONT SA , Vipshop Holdings Ltd ADR , Wesco Aircraft Holdings Inc , Kühne & Nagel International AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class A , BR Malls Participacoes SA , Unilever PLC , Amazon.com Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , RidgeWorth Total Return Bond I , RidgeWorth Mid-Cap Value Equity I , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Timothy Plan International A , Timothy Plan Large/Mid Cap Growth A , Timothy Plan Large/Mid Cap Value A , Timothy Plan High Yield Bond A , Timothy Plan Defensive Strategies A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Small Cap I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp , Aryzta AG , Apple Inc , Time Warner Inc , CGI Group Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: The Middleby Corp , Acuity Brands Inc , Old Dominion Freight Lines , Watsco Inc , Envestnet Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apache Corporation , Consolidated Water Co Ltd , CVR Refining LP , Qualcomm Inc , Dollar Gen Corp New 3.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Enbridge Inc , Transurban Group , Southern Co , National Grid PLC , TransCanada Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , United Technologies Corp , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR S&P 500 , Apple Inc , US Treasury Note 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Genesco Inc , Cavium Inc , Trex Co Inc , Spirit Airlines Inc , The Whitewave Foods Company ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Tenneco Inc , InterMune Inc , Align Technology Inc , G-III Apparel Group Ltd , Iconix Brand Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Franco-Nevada Corp , Power Finance Corp Ltd , State Bank of India , Larsen & Toubro Ltd , Randgold Resources Ltd ADR ,
  • Category: Foreign Large Growth
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  • Category: Emerging Markets Bond
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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Funds From: pplsx - DWS LifeCompass 2030 S - Target Date 2026-2030 to vklix - Invesco Int-Term Muni Inc Y - Muni National Interm
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