Funds From: paaex - Putnam Dynamic Asset Allocation Bal R6 - Moderate Allocation to supbx - DWS LifeCompass 2020 B - Target Date 2016-2020


  • Holdings: FNMA 4% TBA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2043-01-01 , CVS Caremark Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: -1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Amazon.com Inc , Cerner Corporation , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Vale SA Pfd Shs -A- , OAO Gazprom ADR , China Resources Power Holdings Co., Ltd. , Standard Bank Group Ltd. , OAO Lukoil ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , The Whitewave Foods Company , Raytheon Company , Chevron Corp , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: -1 Stars
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  • Holdings: CVS Caremark Corp , Apple Inc , Google Inc Class A , Qualcomm, Inc. , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Schlumberger NV , Chevron Corp , Occidental Petroleum Corporation , EOG Resources ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Exxon Mobil Corporation , US Treasury Note 0.25% , International Business Machines Corp ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Mar14 , Wells Fargo & Co , JPMorgan Chase & Co , Johnson & Johnson , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Columbia Commodity Strategy I , Columbia Floating Rate I , Apple Inc , Google Inc Class A , Microsoft Corporation ,
  • Category: World Allocation
  • Morningstar Rating: -1 Stars
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  • Holdings: Wells Fargo & Co , Pfizer Inc , JPMorgan Chase & Co , ConocoPhillips , Goldman Sachs Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Mitsubishi Estate , Mitsui Fudosan Co., Ltd. , Sumitomo Realty & Development Co., Ltd. , Unibail-Rodamco SE , Sun Hung Kai Properties, Ltd. ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Assured Guarnty Muni Hldgs 144A FRN , Wells Fargo & Co New FRN , Catlin Ins Co 144A FRN , General Elec Cap FRN , Rabobank Nederland 144A FRN ,
  • Category: Preferred Stock
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: UnitedHealth Group Inc , Tupperware Brands Corporation , Hewlett-Packard Co , Apple Inc , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I , PIMCO Total Return Instl , E-mini S&P 500 Index Future Mar14 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Holdings: DWS Equity 500 Index Inst , DWS Core Equity Institutional , DWS Core Fixed Income Inst , DWS US Bond Index Inst , DWS EAFEĀ® Equity Index Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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Funds From: paaex - Putnam Dynamic Asset Allocation Bal R6 - Moderate Allocation to supbx - DWS LifeCompass 2020 B - Target Date 2016-2020
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity