Funds From: aimwx - Voya Mid Cap Value Advantage W - Mid-Cap Blend to lmvix - QS Legg Mason Target Retirement 2030 I - Target Date 2026-2030


  • Holdings: iShares Russell Mid-Cap Value , Entergy Corp , Cigna Corp , DTE Energy Holding Co , CenterPoint Energy Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Align Technology Inc , Rockwood Holdings Inc , ARRIS Group Inc , Maximus Inc , Molina Healthcare Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Blackstone Group LP , Gilead Sciences Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Ashtead Group PLC , Mini Msci Eafe Jun14 Xnli 20140620 , Barratt Developments PLC , AerCap Holdings NV , Duerr AG ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Chevron Corp , Microsoft Corp , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 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 2051+
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Idex Corp , Robert Half International Inc , Kirby Corp , PolyOne Corp , Hexcel Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JB Hunt Transport Services Inc , Roper Industries Inc , Capital One Financial Corp , Hubbell Inc Class B , Verisk Analytics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Gilead Sciences Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl , Nationwide Portfolio Complt Instl ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Kroger Co , Hewlett-Packard Co , GlaxoSmithKline PLC , Citigroup Inc , Pfizer Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Boston Properties Inc , Prologis Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Nddumhkr Trs Usd R E , Nddumhkr Trs Usd P V 01mlibor , Jpmggbqr Trs Usd R E , Jpmggbqr Trs Usd P V 01mlibor , Can 10yr Bond Fut Jun14 Xmod 20140619 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Western Asset Core Bond IS , iShares Russell 1000 Value , QS Batterymarch Intl Eq IS ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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Funds From: aimwx - Voya Mid Cap Value Advantage W - Mid-Cap Blend to lmvix - QS Legg Mason Target Retirement 2030 I - Target Date 2026-2030
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