Funds From: tndix - Invesco Balanced-Risk Retire 2040 R5 - Target Date 2036-2040 to sbiex - ClearBridge International Value A LW - Foreign Large Blend


  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Holdings: Eaton Vance Floating Rate A , Eaton Vance Glbl Macro Abs Ret Advtg A , Eaton Vance Hexavest Global Equity I , Parametric Market Neutral C , Eaton Vance Income Fund of Boston A ,
  • Category: World Allocation
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Zions Bancorp , JPMorgan Chase & Co , Seadrill Ltd ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Lockheed Martin Corp , Pepco Holdings Inc , Kraft Foods Group Inc , Altria Group Inc , Total SA ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: 90day Euro$ Future 12/14/15 Notional Euro$ 3mo Td , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , 90day Euro$ Futr 09/14/15 Notional Euro$ 3mo Td , 90day Euro$ Future 03/14/16 Notional Euro$ 3mo Td , 5 Year US Treasury Note Future Sept14 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class C , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for PRFMX investment picks
  • Holdings: Integrys Energy Group Inc , WellPoint Inc , Kroger Co , Tenet Healthcare Corp , Cooper Companies ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Amgen Inc , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Apple Inc , Reed Elsevier PLC , BMF Bovespa SA Bolsa Valores Merc Fut , Suncor Energy Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Korea Electric Power Corp , Tencent Holdings Ltd. , Tupras-Turkiye Petrol Rafineleri A.S. , Komercni Banka AS , OTP Bank PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Citigroup Inc , SAP SE , JPMorgan Chase & Co , Booker Group PLC , McGraw Hill Financial Inc ,
  • Category: World Stock
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  • Holdings: Questcor Pharmaceuticals Inc , UnitedHealth Group Inc , Hewlett-Packard Co , Apple Inc , Qualcomm Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Land Securities Group PLC , AvalonBay Communities Inc , Unibail-Rodamco SE , LaSalle Hotel Properties , Simon Property Group Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Intl Core Equity R6 , PowerShares Intl Div Achiev ETF , Invesco International Growth R6 , Invesco International Small Company R6 , Invesco Emerging Markets Equity R6 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: IGB Corp Bhd , MorphoSys AG , DCC PLC , First Gen Corporation , Total Energy Services Trust ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
Sign-up for IEGFX investment picks
  • Holdings: Apple Inc , Celgene Corp , CVS Caremark Corp , Gilead Sciences Inc , American Express Co ,
  • Category: Large Growth
Sign-up for cnrvx investment picks
  • Holdings: S&P Mini Index (Fut) , Lorillard Inc , Hewlett-Packard Co , Encana Corp , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Franklin Income R6 , Franklin Mutual Shares R6 , Templeton Growth R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ffalx investment picks
  • Holdings: Portfolio Recovery Associates Inc , Ultimate Software Group Inc , Team Health Holdings Inc , LifePoint Hospitals Inc , Tenneco Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Royal Dutch Shell PLC Class A , Johnson & Johnson , Verizon Communications Inc , Time Warner Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jnbax investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for IARIX investment picks
  • Holdings: Hitachi Ltd , AXA SA , Marine Harvest ASA , Teva Pharmaceutical Industries Ltd ADR , Akzo Nobel NV ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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Funds From: tndix - Invesco Balanced-Risk Retire 2040 R5 - Target Date 2036-2040 to sbiex - ClearBridge International Value A LW - Foreign Large Blend
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