Funds From: palbx - AllianzGI Global Allocation B - World Allocation to lftdx - MFS Lifetime 2015 A - Target Date 2011-2015


  • Holdings: PIMCO Income Instl , AllianzGI US Managed Volatility Instl , AllianzGI NFJ International Value Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Epoch US All Cap I , MainStay MAP I , MainStay Large Cap Growth I , MainStay ICAP International I , MainStay Common Stock I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , QS Legg Mason Strategic Real Return IS ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Stone Energy Corp , A O Smith Corp , Prosperity Bancshares, Inc. , Enpro Industries Inc , Synaptics Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , US Treasury Note 2.625% , US Treasury Note 0.625% , US Treasury Note 2.5% , US Treasury Note 0.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Exxon Mobil Corporation , Pfizer Inc , Facebook Inc Class A ,
  • Category: Large Value
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 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
Sign-up for mtoax investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Danone , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
Sign-up for ntsmx investment picks
  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , Vanguard FTSE All-World ex-US ETF , PIMCO 1-5 Year U.S. TIPS ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Agios Pharmaceuticals Inc , Medivation Inc , TRW Automotive Holdings Corp , Palo Alto Networks Inc , EOG Resources Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Philip Morris International Inc , Johnson & Johnson , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ILVAX investment picks
  • Holdings: Freeport-McMoRan Copper & Gold , Barrick Gold Corp , Goldcorp Inc , Newmont Mining Corp , Randgold Resources Ltd ADR ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Hyundai Motor Co , Tencent Holdings Ltd. , Itau Unibanco Holding SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for fglex investment picks
  • Holdings: Nestle SA , Danone , Compass Group PLC , Bayer AG , LVMH Moet Hennessy Louis Vuitton SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mgrax investment picks
  • Holdings: Berkshire Hathaway Inc Class B , BlackRock Global Allocation Instl , Loomis Sayles Global Equity and Income Y , First Eagle Global I , Ivy Asset Strategy I ,
  • Category: World Allocation
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  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Danaher Corp , Colgate-Palmolive Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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Funds From: palbx - AllianzGI Global Allocation B - World Allocation to lftdx - MFS Lifetime 2015 A - Target Date 2011-2015
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