Funds From: lrsqx - Lord Abbett Small Cap Value R2 - Small Blend to frnax - Fidelity Advisor Income Repl 2024 A - Retirement Income


  • Holdings: PacWest Bancorp , Barnes Group Inc , South State Corp , Pebblebrook Hotel Trust , Kennedy-Wilson Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , SABMiller PLC , Credicorp Ltd , Weichai Power Co Ltd Class H ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Pioneer International Value Y , Pioneer Bond Y , Pioneer Short Term Income Y , Pioneer Global Equity Y , Pioneer Mid-Cap Value Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Holdings: Markel Corporation , Ross Stores Inc , Brookfield Asset Management Inc Class A , Brown & Brown Inc , Crown Holdings Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Imperial Tobacco Group PLC , BP PLC , Daimler AG , Sanofi ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Actavis PLC , Copart Inc , Sensata Technologies Holding N.V. , Mead Johnson Nutrition Co , Alliance Data Systems Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: LG Innotek Co Ltd , Sercomm Corp , Sinotrans Ltd H Shares , Tencent Holdings Ltd. , Catcher Technology Co Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 1 Stars
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  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett High Yield I ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Boston Properties Inc , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Oracle Corporation , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mawcx 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 dierx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Time Warner Inc , Monsanto Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • 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: 4 Stars
Sign-up for ftrsx investment picks
  • Holdings: Nippon Telegraph & Telephone Corp , Total SA , Eni SpA , Mitsubishi Corp , Novartis AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for mipnx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan High Yield R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for jnsax investment picks
  • Holdings: Pfizer Inc , JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Eaton Corp PLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for rrnnx investment picks
  • Holdings: Cabot Microelectronics Corp , Deluxe Corp , Primerica Inc , Flamel Technologies ADR , Horace Mann Educators ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Akorn Inc , Maximus Inc , EnerSys , PrivateBancorp Inc , Treehouse Foods Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for disgx investment picks
  • Holdings: Gbp Irs 10yr Receiver (Jpm) 0.583 Jul 30 23 , Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 0.000 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 0.592 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: Hanesbrands Inc , Energizer Holdings Inc , Kirby Corp , Mettler-Toledo International Inc , SM Energy Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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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: Akorn Inc , Maximus Inc , EnerSys , PrivateBancorp Inc , Treehouse Foods Inc ,
  • Category: Small Growth
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  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Strategic Real Return ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for frnax investment picks
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Funds From: lrsqx - Lord Abbett Small Cap Value R2 - Small Blend to frnax - Fidelity Advisor Income Repl 2024 A - Retirement Income
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