Funds From: ctsfx - American Funds College 2027 529F1 to pvsrx - Putnam Capital Spectrum R


  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: Novartis AG , Baidu Inc ADR , Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , Imperial Tobacco Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Common Stock I , MainStay Large Cap Growth I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Isis Pharmaceuticals , Puma Biotechnology Inc , Brunswick Corp , WEX Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for bagsx investment picks
  • Holdings: CoStar Group Inc , The Middleby Corp , PRA Group Inc , Domino's Pizza Inc , Akorn Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Japan Tobacco Inc , Itochu Corp , KT&G Corp , Suntory Beverage & Food Ltd , Tata Motors Ltd Class A ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , JPMorgan Chase & Co , Exxon Mobil Corporation , Johnson & Johnson ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Prudential PLC , Anheuser-Busch Inbev SA , Linde AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Macerich Co , General Growth Properties Inc , SL Green Realty Corp , Acadia Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Sanmina Corp , AerCap Holdings NV , Platinum Underwriters Holdings Ltd , Resolute Forest Products Inc , Dana Holding Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Underlying Fds Tr ,
  • Category: Managed Futures
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  • Holdings: ING Groep N.V. , Canadian Imperial Bank of Commerce , National Bank of Canada , Singapore Exchange Ltd , United Overseas Bank Ltd ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Waddell & Reed Vanguard Y , Waddell & Reed New Concepts Y , Waddell & Reed International Gr Y , Waddell & Reed Small Cap Y , Waddell & Reed Value Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for umuhx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
Sign-up for shlmx investment picks
  • Holdings: Citigroup Inc , Berkshire Hathaway Inc Class B , Wells Fargo & Co , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for f000003w45 investment picks
  • Holdings: Franklin Growth R6 , Franklin Intl Small Cap Growth R6 , iShares Core S&P 500 , Franklin Rising Dividends R6 , Franklin DynaTech R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Idacorp Inc , LaSalle Hotel Properties , Sanmina Corp , Deluxe Corp , Platinum Underwriters Holdings Ltd ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard S&P 500 ETF , ProShares Large Cap Core Plus , PowerShares Dynamic Pharmaceuticals ETF , iShares US Technology , Guggenheim S&P 500® Pure Growth ETF ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for pflpx investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Johnson & Johnson , Pfizer Inc , Ares Capital Corporation , Novartis AG ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for pmfyx investment picks
  • Holdings: SPDR® Barclays Short Term Hi Yld Bd ETF , PIMCO 0-5 Year High Yield Corp Bd ETF , iShares iBoxx $ High Yield Corporate Bd , SPDR® Barclays High Yield Bond ETF , AdvisorShares Newfleet Mult-Sect Inc ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for apimx investment picks
  • Holdings: S+p500 Emini Fut Dec14 Xcme 20141219 , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Euro-Bund Future Dec14 Xeur 20141208 , Mini Msci Eafe Dec14 Ifus 20141219 , Can 10yr Bond Fut Dec14 Xmod 20141218 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Manning & Napier Pro-Blend Cnsrv Term I ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for mtdkx investment picks
  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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Funds From: ctsfx - American Funds College 2027 529F1 to pvsrx - Putnam Capital Spectrum R
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