Funds From: bktax - Sterling Capital KY Interm Tax-Free A LW - Muni Single State Interm to frcmx - Fidelity Advisor Income Repl 2022 C - Retirement Income


  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Spectra Energy Corp , JM Smucker Co , Molson Coors Brewing Co , Fifth Third Bancorp , Synopsys Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Growth I2 , Transamerica Dividend Focused I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Old Dominion Freight Lines , NewMarket Corp , Service Corp International Inc , Cabela's Inc , Albemarle Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 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: 5 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: Johnson & Johnson , Abengoa Yield , Merck & Co Inc , Ares Capital Corporation , Total SA ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Micron Technology Inc , Chevron Corp , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp , Pfizer Inc , Mitsubishi Estate , Citigroup Inc , General Electric Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson & Johnson , Abengoa Yield , Merck & Co Inc , Ares Capital Corporation , Total SA ,
  • Category: World Allocation
  • Morningstar Rating: 2 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 2046-2050
  • Morningstar Rating: 5 Stars
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  • Holdings: Ultimate Software Group Inc , Proto Labs Inc , Cepheid , Neogen Corp , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pcssx 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: 4 Stars
Sign-up for furtx investment picks
  • Holdings: Apple Inc , Microsoft Corp , ConocoPhillips , Gilead Sciences Inc , American Express Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Iconix Brand Group Inc , Cleco Corp , Investors Bancorp Inc , Rovi Corp , Bio-Reference Laboratories Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Blackrock Total Return Fund 2020 , Blackrock Large Cap Growth 2020 , BlackRock Capital Appreciation BlackRock , Blackrock Mstr Basic Val Fund 2020 , iShares MSCI Japan ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Select Dividend , Hospitality Properties Trust , Integrys Energy Group Inc , Ensco PLC Class A , AT&T Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for jtiax investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for frkax investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , General Electric Co , AmerisourceBergen Corp , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dalvx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , Pfizer Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for MEPSX investment picks
  • Holdings: Integrys Energy Group Inc , Expedia Inc , TRW Automotive Holdings Corp , Wisconsin Energy Corp , Valero Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for tvvix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for pfmix investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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Funds From: bktax - Sterling Capital KY Interm Tax-Free A LW - Muni Single State Interm to frcmx - Fidelity Advisor Income Repl 2022 C - Retirement Income
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