Funds From: faivx - Fidelity Advisor Equity Value I to idxax - Voya Index Solution 2020 A


  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Berkshire Hathaway Inc Class B , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: American International Group Inc , Teva Pharmaceutical Industries Ltd ADR , MS&AD Insurance Group Holdings Inc , UBS AG , Oracle Corporation ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: PNC Large Cap Core I , PNC International Equity I , PNC Bond I , PNC Small Cap I , Vanguard Emerging Mkts Stock Idx Adm ,
  • Category: Target Date 2036-2040
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  • Holdings: AST Prudential Core Bond Portfolio , AST QMA Large-Cap , AST AQR Large-Cap , AST Western Asset Core Plus Bond , AST International Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Bayer AG , Royal Dutch Shell PLC Class A , Prudential PLC , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Profunds Swap Security Gs , Profunds Swap Security Ub ,
  • Category: Bear Market
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  • Holdings: Brent Crude Futr Nov14 , Gold 100 Oz Futr Dec14 , Natural Gas Futr Nov14 , Lme Nickel Future Nov14 , Wti Crude Future Jan15 ,
  • Category: Commodities Broad Basket
  • 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 Growth Institutional , American Century NT Intl Gr Instl , American Century NT Equity Growth Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Pfizer Inc , Merck & Co Inc , Microsoft Corp , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Hillshire Brands Co , Protective Life Corp , Safeway Inc , Micros Systems Inc , Myers Industries Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: PennyMac Financial Services Inc Class A , Investar Holding Corp , Lloyds Banking Group PLC , Banco De Chile ADR , Fifth Street Asset Management Inc Class A ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: First Trust Health Care AlphaDEX® ETF , First Trust Japan AlphaDEX® ETF , First Trust Cnsmr Staples AlphaDEX® ETF , First Trust Europe AlphaDEX® ETF , First Trust Technology AlphaDEX® ETF ,
  • Category: Mid-Cap Blend
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  • Category: World Bond
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A , BP PLC , Schlumberger NV ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , Msiqsmdt Index Trs Ms Smartinvest Eqt , Msussfdt Index Trs Ms Smartfocus , Msusspin Index Trs Ms Spin-Off Index , Dbraqlty Trs Quality Portfolio ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares 3-7 Year Treasury Bond , iShares MSCI EAFE , Fidelity® International Capital Apprec , Fidelity® Europe , Fidelity® OTC Portfolio ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
Sign-up for cntix investment picks
  • Holdings: Goldcorp Inc , Eldorado Gold Corp , Randgold Resources Ltd ADR , Royal Gold Inc , Tahoe Resources Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Holdings: Guggenheim Strategy I ,
  • Category: Bear Market
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  • Holdings: Clearwire Comm 144A 8.25% , Tesla Mtrs Cv 1.25% , Yahoo 144A Cv , Salesforce Com Cv 0.25% , Rti Intl Metals Cv 1.625% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Move Inc , Xcerra Corp , Ruckus Wireless Inc , TravelCenters of America LLC , AMN Healthcare Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , S+p500 Emini Fut Dec14 Xcme 20141219 , Wells Fargo & Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: PureCircle Ltd , BillerudKorsnas AB , Credit Saison Co Ltd , Yokohama Rubber Co Ltd , Opera Software ASA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Equity-Income NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Roche Holding AG Dividend Right Cert. , ING Groep N.V. , Pandora AS ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP , US Treasury TIP 1.125% , US Treasury TIP , US Treasury TIP 1.25% , US Treasury Note ,
  • Category: Tactical Allocation
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  • Holdings: Nippon Telegraph & Telephone Corp , GlaxoSmithKline PLC , Royal Dutch Shell PLC Class A , Mitsui & Co Ltd , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Foreign Large Value
Sign-up for nfjix investment picks
  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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Funds From: faivx - Fidelity Advisor Equity Value I to idxax - Voya Index Solution 2020 A
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