Funds From: cdbbx - American Century Diversified Bond B - Intermediate-Term Bond to icgtx - Voya Solution Conservative Port S2 - Conservative Allocation


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Sherwin-Williams Co , SBA Communications Corp , Dollar Tree Stores Inc , Affiliated Managers Group Inc , Intuit Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Markel Corporation , Omnicom Group Inc , Leucadia National Corp , E*Trade Financial Corp , Willis Group Holdings PLC ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Anthem Inc , Altria Group Inc , First Republic Bank , Harley-Davidson Inc , Fairfax Financial Holdings Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Check Point Software Technologies Ltd , Comcast Corp Class A , UnitedHealth Group Inc , Directv , HCA Holdings Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Bayer AG , Roche Holding AG Dividend Right Cert. , Novartis AG , L'Oreal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: UIL Holdings Corp , La Quinta Holdings Inc , Dupont Fabros Technology Inc , PNM Resources Inc , Verint Systems Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Acadian Emerging Markets Instl , Lazard Emerging Markets Equity Instl , Aberdeen Emerging Markets Instl , GMO Emerging Markets V , T. Rowe Price Emerging Markets Stock ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Sanmina Corp , AerCap Holdings NV , Platinum Underwriters Holdings Ltd , Resolute Forest Products Inc , Dana Holding Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Express Scripts , Amazon.com Inc , Philip Morris International Inc , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Comcast Corp Class A , General Electric Co , Johnson & Johnson , Walt Disney Co , Berkshire Hathaway Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Microsoft Corp , Qualcomm Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , Guggenheim Strategy II , Guggenheim Strategy I , Cdx Hy23 5% 12/20/2019 , Royal Bank of Scotland Group (The) PLC ADR ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , MasterCard Inc Class A , Facebook Inc Class A , Visa Inc Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Pegatron Corp , Oi Sa Pfd , Emlak Konut Gayrimenkul Yatirim Ortakligi AS , Bank Of Communications Co Ltd , Bouygues ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for sieax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , General Electric Co , Pfizer Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Covidien PLC , JPMorgan Chase & Co , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Harbor Bond Institutional , Harbor Real Return Instl , Harbor High-Yield Bond Instl , Harbor Unconstrained Bond Instl , Harbor International Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Harbor Bond Institutional , Harbor International Institutional , Harbor High-Yield Bond Instl , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for harvx investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Value , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Swift Transportation Co , United Continental Holdings Inc , Endurance Specialty Holdings Ltd , Impax Laboratories Inc , Hanesbrands Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd , AIA Group Ltd , China Construction Bank Corp H Shares , Cheung Kong Holdings Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Bank Of China Ltd. H Shares , China Construction Bank Corp H Shares , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: AllianzGI Best Styles Global Eq R6 , AllianzGI US Managed Volatility Instl , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I , PIMCO Short-Term Instl , AllianzGI Behavioral Advtg Lg Cp Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Bond Index Port I , Voya Global Bond R6 , VY T. Rowe Price Capital Appreciation I , Voya High Yield Bond I , VY BlackRock Inflation Protected Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for icgtx investment picks
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Funds From: cdbbx - American Century Diversified Bond B - Intermediate-Term Bond to icgtx - Voya Solution Conservative Port S2 - Conservative Allocation
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