Funds From: us2689401527 - EQ/Invesco Comstock IA to midvx - Deutsche Mid Cap Value A


  • Holdings: Citigroup Inc , JPMorgan Chase & Co , General Electric Co , Weatherford International PLC , Suncor Energy Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , iShares Core S&P 500 , iShares MSCI All Country Asia ex Japan , WisdomTree LargeCap Dividend ETF ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG ADR , Hess Corp , Suncor Energy Inc , Gap Inc , Merck & Co Inc ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year U.S. TIPS ETF , Vanguard FTSE All-World ex-US ETF , iShares 3-7 Year Treasury Bond ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl , Nationwide Portfolio Complt Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , CVS Health Corp , Wells Fargo & Co , AbbVie Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , iShares Russell 1000 Value , Vanguard FTSE Pacific ETF , Apple Inc , SPDR® S&P Emerging Markets Small Cap ETF ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Facebook Inc Class A , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Svenska Handelsbanken Class A , SABMiller PLC , Perrigo Co PLC , Shire PLC , Grifols SA Class A ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Guggenheim Strategy II , Guggenheim Strategy I , Cdx Hy23 5% 12/20/2019 , iShares iBoxx $ High Yield Corporate Bd , Royal Bank of Scotland Group (The) PLC ADR ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Northrop Grumman Corp , Ingredion Inc , Southwest Airlines Co , Norfolk Southern Corp , Avago Technologies Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Mitsubishi Estate Co Ltd , SL Green Realty Corp , AvalonBay Communities Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI ACWI , Vanguard Total Bond Market ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , Vanguard Growth ETF , Vanguard Value ETF ,
  • Category: Tactical Allocation
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  • Holdings: Skyworks Solutions Inc , Gilead Sciences Inc , United Rentals Inc , Green Mountain Coffee Roasters, Inc. , Apple Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Humana Inc , WellPoint Inc , Applied Materials Inc , Raytheon Co , Whirlpool Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Iron Mountain Inc , National Fuel Gas Co , Intel Corp , Occidental Petroleum Corp ,
  • Category: Large Value
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , AstraZeneca PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , US Treasury Bond 3.125% , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fed Natl Mort Assc 4.5% , Fannie Mae Single Family TBA 4% 2044-11-01 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Newell Rubbermaid Inc , Ross Stores Inc , CNO Financial Group Inc , Sealed Air Corp , Synchrony Financial ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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Funds From: us2689401527 - EQ/Invesco Comstock IA to midvx - Deutsche Mid Cap Value A
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