Funds From: ltiax - AllianceBern 2025 Retirement Strat A LW - Target Date 2021-2025 to tgtsx - DWS LifeCompass 2040 S - Target Date 2036-2040


  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Market , Apple Inc , Exxon Mobil Corporation , US TREASURY TIP ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , Expedia Inc Del 5.95% , General Elec Cap 5.3% , Plains Expl& Prodtn 6.5% , Belo 7.25% ,
  • Category: Moderate Allocation
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Micron Technology Inc , Wells Fargo & Co , Chevron Corp , Avago Technologies Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Capital One Financial Corp , Comcast Corp Class A , Citigroup Inc , General Dynamics Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gilbx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Affiliated Managers Group Inc , Ametek Inc , Tractor Supply Co , Macy's Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for lmgbx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for kctcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for wbbnx investment picks
  • Holdings: Ultimate Software Group Inc , Cepheid , Proto Labs Inc , Portfolio Recovery Associates Inc , Grand Canyon Education Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 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: 3 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Bond Index Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for nwfcx investment picks
  • Holdings: Occidental Petroleum Corp , JPMorgan Chase & Co , Exxon Mobil Corporation , Wells Fargo & Co , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for DCGVX investment picks
  • Holdings: Valeo SA ADR , Henkel AG & Co KGaA ADR , Magna International Inc Class A , Smith & Nephew PLC ADR , Aegon NV ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay S&P 500 Index I , MainStay MAP I , MainStay Large Cap Growth I , MainStay Indexed Bond I ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for tiilx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for srjcx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Nestle SA , Prudential PLC , Roche Holding AG , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nieax investment picks
  • Holdings: Apple Inc , Ameriprise Financial Inc , Visa Inc Class A , BorgWarner Inc , Henry Schein Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tscgx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for fhnix investment picks
  • Holdings: Markel Corporation , Brookfield Asset Management Inc Class A , Copart Inc , Crown Holdings Inc , WR Berkley Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for merax investment picks
  • Holdings: Glimcher Rlty Tr Pfd , Ashford Hosptlty Tr Pfd , InnVest Real Estate Investment Trust , Starwood Property Trust, Inc. , British Land Co PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for tgacx investment picks
  • Holdings: Wells Fargo & Co , General Electric Co , JPMorgan Chase & Co , AmerisourceBergen Corp , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dalvx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
Sign-up for gstcx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for pispx investment picks
  • 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 2036-2040
  • Morningstar Rating: 2 Stars
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Funds From: ltiax - AllianceBern 2025 Retirement Strat A LW - Target Date 2021-2025 to tgtsx - DWS LifeCompass 2040 S - Target Date 2036-2040
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