Funds From: tneax - Invesco Balanced-Risk Retire 2050 A LW - Target Date 2046-2050 to dfinx - Transamerica Partners Instl MMkt - Money Market-Taxable


  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Halliburton Co , Celgene Corp , CVS Health Corp ,
  • Category: Large Growth
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  • Holdings: Hollysys Automation Technologies Ltd , Mitel Networks Corp , CETIP SA Mercados Organizados , Ultra Petroleum Corp , Alere Inc ,
  • Category: World Stock
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  • Holdings: Liberty Interactive Corp Class A , Twenty-First Century Fox Inc Class A , Prudential Financial Inc , Microsoft Corp , Actavis PLC ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Merck & Co Inc , Novartis AG ADR , JPMorgan Chase & Co , Chevron Corp , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Euronet Worldwide Inc , LogMeIn Inc , PRA Group Inc , Pacira Pharmaceuticals Inc , Jazz Pharmaceuticals PLC ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , Fannie Mae Single Family TBA 4% 2044-11-01 , US Treasury Note 3.25% , US Treasury Note 4.625% ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , CVS Health Corp , Merck & Co Inc , MetLife Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Alere Inc , E*Trade Financial Corp , Abercrombie & Fitch Co Class A , LPL Financial Holdings Inc , AmTrust Financial Services Inc ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc , Facebook Inc Class A , Apple Inc , Micron Technology Inc , EMC Corp ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I , Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: ANTA Sports Products Ltd , TravelSky Technology Ltd H Shares , Banco Latinoamericano de Comercio Exterior SA Class E , Tom Tailor Holding AG , Quick Co ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Apple Inc , Gilead Sciences Inc , Salesforce.com Inc , MasterCard Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Amazon.com Inc , Biogen Idec Inc , Celgene Corp , CVS Health Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Royal Dutch Shell PLC ADR Class A , Chevron Corp , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Astellas Pharma Inc , Nestle SA , Gold Bullion , Genting Malaysia Bhd , Hongkong and Shanghai Hotels Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Pfizer Inc , Bank of America Corporation , PNC Financial Services Group Inc , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Celgene Corp , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: tneax - Invesco Balanced-Risk Retire 2050 A LW - Target Date 2046-2050 to dfinx - Transamerica Partners Instl MMkt - Money Market-Taxable
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