Funds From: cnpxx - City National Rochdale Prime MMkt N to tnacx - Invesco Balanced-Risk Retire 2030 C


  • Category: Money Market-Taxable
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , Cheung Kong Holdings Ltd , Hutchison Whampoa Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Boston Properties Inc , Essex Property Trust Inc , Prologis Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , International Tilts , iShares TIPS Bond , Small Cap Lifepath ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: First Republic Bank (San Francisco, CA) , Magellan Financial Group Ltd , Roadrunner Transportation Systems, Inc. , Clinigen Group PLC , RPS Group PLC ,
  • Category: World Stock
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  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Holdings: Fin Fut Euro$ Cme 12/14/15 , Irs Usd 1.500 03/18/15-1y (Red) Cme , Fin Fut Euro$ Cme 09/14/15 , Sptr Trs Equity 3ml+32 *Bullet* Jpm , Sptr Trs Equity 3ml+32.25 *Bullet* Brc ,
  • Category: Bear Market
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Harbor Bond Institutional , Harbor Real Return Instl , Harbor High-Yield Bond Instl , Harbor Unconstrained Bond Instl , Harbor International Institutional ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: GlaxoSmithKline PLC , Nestle SA , British American Tobacco PLC , Unilever NV DR , Roche Holding AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for arbvx investment picks
  • Holdings: Chatham Lodging Trust , Kennedy-Wilson Holdings Inc , Brookfield Asset Management Inc Class A , Simon Property Group Inc , Kennedy Wilson Europe Real Estate Plc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for jercx investment picks
  • Holdings: PacWest Bancorp , Stone Energy Corp , DXP Enterprises Inc , Associated Banc-Corp , Targa Resources Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for fcdix investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Apprec Idx ETF , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 0.583 Jul 30 23 , Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 2.432 Jul 30 23 , Citi Usd Irs 0.239 May 29 43 , Citi Usd Irs 3.087 May 29 43 , Db Gbp Irs 0.593 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for vmttx investment picks
  • Holdings: General Electric Co , JPMorgan Chase & Co , Wells Fargo & Co , Chevron Corp , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class A , Verizon Communications Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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Funds From: cnpxx - City National Rochdale Prime MMkt N to tnacx - Invesco Balanced-Risk Retire 2030 C
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