Funds From: rbaax - American Funds Balanced Portfolio R1 - Moderate Allocation to lftux - MFS Lifetime 2015 R4 - Target Date 2011-2015


  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Express Co , Merck & Co Inc , JPMorgan Chase & Co , Gilead Sciences Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2051+
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  • Holdings: Mitsubishi Estate , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Cheung Kong Holdings Ltd , Sun Hung Kai Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Pfizer Inc , Exxon Mobil Corporation , Facebook Inc Class A ,
  • Category: Large Value
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  • Holdings: General Electric Co , United Technologies Corp , Union Pacific Corp , 3M Co , Boeing Co ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
Sign-up for VINAX investment picks
  • Holdings: JPMorgan Chase & Co , FHLMC 3.75% , Wells Fargo & Co , Johnson & Johnson , Amdocs Ltd ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: America Movil SAB de CV ADR , Grupo Televisa SAB ADR , Gruma SAB de CV Class B , Cemex SAB de CV ADR , Grupo Lala SAB de CV Shs -I- Series -B- ,
  • Category: Latin America Stock
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  • Holdings: Guggenheim Strategy I , Nestle SA ADR , Novartis AG ADR , HSBC Holdings PLC ADR , Roche Holding AG ADR ,
  • Category: Trading-Leveraged Equity
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Pioneer Strategic Income Y , DoubleLine Total Return Bond I , Vanguard Mortgage-Backed Sec Idx ETF , Vanguard Long-Term Corp Bond Idx ETF , SPDR Barclays High Yield Bond ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for GIARX investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: ZKB Gold ETF (USD) , ZKB Silver ETF (USD) , Agnico Eagle Mines Ltd , Newmont Mining Corp , Statoil ASA ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
Sign-up for ephax investment picks
  • Holdings: Google Inc Class A , LVMH Moet Hennessy Louis Vuitton SA , Accenture PLC Class A , Compass Group PLC , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for mwohx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for adpax investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2036-2040
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , Bank of America Corporation , Sears Holdings Corp , St Joe Corp , Amer Intl Grp ([Wts/Rts]) ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
Sign-up for INPFX investment picks
  • Holdings: Starwood Property Trust, Inc. , Great Plains Energy Inc , Newfield Exploration Co , Northstar Realty Finance Corp , Colony Financial Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
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  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Mtr Co Del Cv 4.25% , Mgm Resorts Intl Cv 4.25% , General Motors Co , Micron Tech Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for OIBNX investment picks
  • 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: rbaax - American Funds Balanced Portfolio R1 - Moderate Allocation to lftux - MFS Lifetime 2015 R4 - Target Date 2011-2015
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