Funds From: pdrtx - Putnam Dynamic Risk Allocation M - World Allocation to ptyrx - PIMCO RealRetirement 2020 R - Target Date 2016-2020


  • Holdings: Vwo Us R Usl3m P 07/02/14 Cs , FNMA , FNMA , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp , Vwo Us R Usl3m P 09/19/14 Cs ,
  • Category: World Allocation
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO 1-5 Year US TIPS Index ETF , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Short-Term Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson & Johnson , Chevron Corp , Merck & Co Inc , Pfizer Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Western Digital Corp , Citigroup Inc , JPMorgan Chase & Co , Xerox Corporation , Time Warner Cable Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Janus International Equity N , Janus Global Bond N , INTECH International I , INTECH U.S. Value I , Janus Overseas N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Active Stock Master Portfolio , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , iShares International Dev Rel Est , iShares Cohen & Steers REIT ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
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  • Holdings: Kirby Corp , Akorn Inc , VCA Inc , Hanover Insurance Group Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Active Stock Master Portfolio , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , BlackRock CoreAlpha Bond Investor A , iShares International Dev Rel Est ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Bayer AG , Royal Dutch Shell PLC Class A , Iliad , Bayerische Motoren Werke AG ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Hyundai Motor Co , Saic Motor Corp Ltd , AIA Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
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  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett High Yield I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , US Treasury TIP , BG Group PLC , BP PLC ADR , Exxon Mobil Corporation ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Endo International PLC , United Continental Holdings Inc , St Joe Corp , Mallinckrodt PLC , Forest Laboratories Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: NetApp Inc , WellPoint Inc , Cigna Corp , Stericycle Inc , TD Ameritrade Holding Corp ,
  • Category: Mid-Cap Blend
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  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya US Bond Index I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Unilever PLC , Gilead Sciences Inc , Pfizer Inc , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Samsonite International SA , Hyundai Motor Co , Sberbank Of Russia ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Central Fund of Canada Common , Royal Gold Inc , Goldcorp Inc , Agnico Eagle Mines Ltd , Yamana Gold Inc ,
  • Category: Currency
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  • Holdings: Janus Global Bond N , Janus International Equity N , INTECH U.S. Value I , Janus Diversified Alternatives N , INTECH International I ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc Class C , Avago Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Biogen Idec Inc , Celgene Corp , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya Russell Small Cap Index I ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Praxis Value Index I , Praxis Growth Index I , Praxis International Index I , Praxis Intermediate Income I , Praxis Small Cap I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , HSBC Hldgs (UK) (2nd) , Allianz SE , GlaxoSmithKline PLC , Australia and New Zealand Banking Group Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init , Great-West Bond Index Init ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Gilead Sciences Inc , AbbVie Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
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Funds From: pdrtx - Putnam Dynamic Risk Allocation M - World Allocation to ptyrx - PIMCO RealRetirement 2020 R - 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry