Funds From: ryfcx - Rydex Financial Services C to jnyax - JPMorgan SmartRetirement Blend 2050 R6


  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Krispy Kreme Doughnuts Inc , First Citizens BancShares Inc (DE) Class A , Simpson Manufacturing , Mueller Industries Inc , Denny's Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Boyd Gaming Corporation , Outerwall Inc , Ambarella Inc , Brown Shoe Co Inc , American Equity Investment Life Holding Co ,
  • Category: Small Blend
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Index Mini TIC , Isis Pharmaceuticals , Brunswick Corp , RF Micro Devices Inc , Triquint Semiconductor ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Royal Dutch Shell PLC ADR Class B , Sanofi , UBS Group AG , MS&AD Insurance Group Holdings Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Microsoft Corp , Apple Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: MIP Active Stock Master , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , iShares Cohen & Steers REIT , iShares International Dev Rel Est ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Apple Inc , DISH Network Corp , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , Fannie Mae 3% 30 Year ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
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  • Holdings: Samsung Electronics Co Ltd , Fibra Uno Administracion SA de CV Series 11 , Housing Development Finance Corp Ltd , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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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: Dreyfus Research Growth Y , Dreyfus Strategic Value Y , BNY Mellon Income Stock M , Apple Inc , Procter & Gamble Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for bnsax investment picks
  • Holdings: NVIDIA Corp , Corning Inc , American International Group Inc , General Motors Co , Sempra Energy ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2046-2050
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Funds From: ryfcx - Rydex Financial Services C to jnyax - JPMorgan SmartRetirement Blend 2050 R6
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