Funds From: ftbwx - Fidelity Advisor Asset Manager 20% B - Conservative Allocation to sacax - Principal SAM Strategic Growth A LW - Large Blend


  • Holdings: US Treasury Note 1% , US Treasury Note 0.5% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , Fannie Mae 3% 30 Year ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , Aspen Technology Inc , RF Micro Devices Inc , Graphic Packaging Holding Co , JetBlue Airways Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Gold , Galaxy Entertainment Group Ltd , AIA Group Ltd , Media Group International Ltd. , Las Vegas Sands Corp ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: HomeTrust Bancshares Inc , Yadkin Financial Corp , ConnectOne Bancorp Inc , South State Corp , Investors Bancorp Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 1% , US Treasury Note 0.5% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , Fannie Mae 3% 30 Year ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Nitto Denko Corporation , China Resources Power Holdings Co Ltd , Tata Motors Ltd ADR , Nomura Research Institute Ltd. , Fuji Heavy Industries Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MasterCard Inc Class A , American Airlines Group Inc , Citigroup Inc , Verizon Communications Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Actavis PLC , MasterCard Inc Class A , Alliance Data Systems Corp , WisdomTree Investments Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Large Cap Growth Portfolio I , Voya Multi-Manager Large Cap Core I , Voya Short Term Bond R6 , Voya Global Bond R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , FlexShares iBoxx 3Yr Target Dur TIPS ETF , iShares S&P 500 Value , iShares 1-3 Year Treasury Bond , PowerShares Senior Loan ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Expedia Inc , United Rentals Inc , Signet Jewelers Ltd , Universal Health Services Inc Class B , Robert Half International Inc ,
  • Category: Mid-Cap Growth
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  • Holdings: ICICI Bank Ltd ADR , ARM Holdings PLC ADR , Shire PLC , Core Laboratories NV , Icon PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Intl StksPLUS┬« AR Strat (USD-Hg) I , AllianzGI Best Styles Global Eq R6 , AllianzGI US Managed Volatility Instl , PIMCO Income Instl , AllianzGI Behavioral Advtg Lg Cp Instl ,
  • Category: Target Date 2041-2045
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  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Cigna Corp , Lincoln National Corp , FirstEnergy Corp , Sempra Energy ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Toronto-Dominion Bank , AstraZeneca PLC , Total SA ,
  • Category: Foreign Large Growth
Sign-up for atnnx investment picks
  • Holdings: SPDR┬« S&P 500 ETF , Actavis PLC , Union Pacific Corp , W R Grace & Co , Patterson-UTI Energy Inc ,
  • Category: Long/Short Equity
Sign-up for elsax investment picks
  • Holdings: Bertrandt AG , Bechtle AG , Coastal Contracts Bhd , Equity Bank Ltd. , HIDAY HIDAKA Corp. ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: ftbwx - Fidelity Advisor Asset Manager 20% B - Conservative Allocation to sacax - Principal SAM Strategic Growth A LW - Large Blend
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