Funds From: cbaex - American Funds Balanced Portfolio 529E to fsasx - Nuveen Strategy Aggressive Gr Allc R3


  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Holdings: Franklin Rising Dividends R6 , Franklin DynaTech R6 , Franklin Intl Small Cap Growth R6 , Franklin Mutual European R6 , iShares Core S&P 500 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Monsanto Co , EOG Resources Inc , Schlumberger NV , Dow Chemical Co ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Oracle Corporation , Hewlett-Packard Co , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
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  • Category: Nontraditional Bond
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  • Holdings: Walt Disney Co , Apple Inc , Citigroup Inc , LM Ericsson Telephone Company Class B , SAP SE ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Nike Inc Class B , Pioneer Natural Resources Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Trading-Inverse Debt
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Novartis AG , Nidec Corp , Ashtead Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Visa Inc Class A , Priceline Group Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Dreyfus Global Emerging Markets Y , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , Samsung Electronics Co Ltd , iShares MSCI South Korea Capped ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc , U.S. Bancorp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Invesco Cayman Commodity , Aust 10 Yr Bond (Fut) , Canada 10 Yr Bond (Fut) , Euro Bond (Fut) , Long Gilt (Fut) ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Astellas Pharma Inc , Gold Bullion , Genting Malaysia Bhd , Singapore(Govt Of) 3.75% ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Spirit Airlines Inc , MWI Veterinary Supply Inc , Faro Technologies Inc , Bank of the Ozarks Inc , Acadia Healthcare Co Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 INDEX Mini TIC , US Treasury Note 0.625% , US Treasury Note 0.75% , US Treasury Note 0.375% , US Treasury Note 0.5% ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: United Continental Holdings Inc , LifePoint Hospitals Inc , Zions Bancorp , Assured Guaranty Ltd , SVB Financial Group ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor International Institutional , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Ameriprise Financial Inc , Sirius XM Holdings Inc , Genworth Financial Inc , Liberty Interactive Corp Class A , TripAdvisor Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: HCC Insurance Holdings Inc , First Niagara Financial Group Inc , Convergys Corporation , Symetra Financial Corp , Investors Bancorp Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for ubvbx investment picks
  • Holdings: Fifth Third Bancorp , Zimmer Holdings Inc , Host Hotels & Resorts Inc , Weatherford International PLC , TRW Automotive Holdings Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Nuveen Dividend Value R6 , Nuveen Tradewinds International Value I , Nuveen Tactical Market Opportunities I , Nuveen International Growth I , Nuveen Large-Cap Value I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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Funds From: cbaex - American Funds Balanced Portfolio 529E to fsasx - Nuveen Strategy Aggressive Gr Allc R3
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