Funds From: lsiix - Loomis Sayles Investment Grade Bond Y - Intermediate-Term Bond to regtx - American Funds 2040 Trgt Date Retire R5 - Target Date 2036-2040


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Google Inc Class C , Microsoft Corp , Oracle Corporation , Qualcomm Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Bank Bradesco ADR , Philip Morris International Inc , CVS Health Corp , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Deluxe Corp , Protective Life Corp , Dillards Inc , Western Digital Corp , UnitedHealth Group Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
Sign-up for jazzx investment picks
  • Holdings: SPDR S&P 500 , iShares MSCI Japan , iShares Global Industrials , Vanguard European Stock Index ETF , iShares Global Healthcare ,
  • Category: Tactical Allocation
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  • Holdings: HCC Insurance Holdings Inc , JZ Capital Partners Ord/Inc , Axiall Corp , Progress Software Corporation , Syntel Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Vail Resorts Inc , Genesee & Wyoming Inc Class A , Under Armour Inc Class A , Gartner Inc Class A , Treehouse Foods Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: LyondellBasell Industries NV , Merck & Co Inc , Intel Corp , Microsoft Corp , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Methanex Corp , Reinsurance Group of America Inc , Arrow Electronics Inc , Laboratorios Almirall SA , Wesco International Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , Baker Hughes Inc , Core Laboratories NV , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 1 Stars
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  • Holdings: Credit Suisse Group , Allianz SE , BNP Paribas , Honda Motor Co Ltd , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 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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  • Holdings: Russell 2000 Index Mini TIC , Centene Corp , US Silica Holdings Inc , Teledyne Technologies Inc , Triquint Semiconductor ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , iShares TIPS Bond , Master Small Cap Index ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for nlwax investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , Avis Budget Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: FreightCar America Inc , NN Inc , MutualFirst Financial Inc , Jamba Inc , Sifco Industries Inc ,
  • Category: Small Blend
Sign-up for thbvx investment picks
  • Holdings: Baidu Inc ADR , Petroleo Brasileiro SA Petrobras ADR , Housing Development Finance Corp Ltd , OJSC Magnit , Infosys Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for odvcx investment picks
  • Holdings: Astellas Pharma Inc , Nestle SA , Gold Bullion , Berkshire Hathaway Inc Class A , Genting Malaysia Bhd ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for migax investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Equity-Income NAV , JHancock Strategic Growth NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jilgx investment picks
  • Holdings: Spirit Airlines Inc , RF Micro Devices Inc , ARRIS Group Inc , Zebra Technologies Corp , Avis Budget Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for dfstx investment picks
  • Holdings: Wilmington Multi-Manager Intl Instl , Harbor International Institutional , Wilmington Mid Cap Growth Instl , Morgan Stanley Inst Growth I , T. Rowe Price Instl Large Cap Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for arbax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Google Inc Class C , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for vmrax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for flcex investment picks
  • Holdings: Procter & Gamble Co , Verizon Communications Inc , International Business Machines Corp , Merck & Co Inc , Intel Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gceqx investment picks
  • Holdings: Amazon.com Inc , Priceline Group Inc , Gilead Sciences Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for tplgx investment picks
  • Holdings: Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF ,
  • Category: Long/Short Equity
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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Funds From: lsiix - Loomis Sayles Investment Grade Bond Y - Intermediate-Term Bond to regtx - American Funds 2040 Trgt Date Retire R5 - Target Date 2036-2040
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