Funds From: jsasx - JPMorgan SmartRetirement® 2045 Select to cscwx - Columbia Small Cap Core W


  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Category: Long/Short Equity
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Exelon Corp , PG&E Corp , Edison International , Calpine Corp , NextEra Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
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  • Holdings: UIL Holdings Corp , PNM Resources Inc , ALLETE Inc , La Quinta Holdings Inc , Medical Properties Trust Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for jcsfx investment picks
  • Holdings: Wells Fargo & Co , Home Depot Inc , JPMorgan Chase & Co , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: LTC Properties Inc , Old National Bancorp , Selective Insurance Group , Cardinal Financial Corp , MB Financial Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
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  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Equity-Income NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia US Treasury Index I , Columbia Infl Protected Secs I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Novartis AG , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Bond Plus Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for tcrix investment picks
  • Holdings: Guggenheim Enhanced Short Dur ETF , KCM Macro Trends R-1 , ProShares Ultra S&P500 , Utilities Select Sector SPDR® ETF , iShares 20+ Year Treasury Bond ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Essex Property Trust Inc , Health Care REIT, Inc. , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Forward Emerging Markets Instl , Forward Real Estate Long/Short Instl , Forward Tactical Enhanced Instl , Forward Dynamic Income Institutional , Forward International Dividend Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for eiazx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Boston Properties Inc , Ventas Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for gresx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for bedix investment picks
  • Holdings: SPDR® S&P 500 ETF , iShares MSCI Emerging Markets , SPDR® Barclays High Yield Bond ETF , 10 Year US Treasury Note Future Mar15 , PowerShares DB Commodity Tracking ETF ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
Sign-up for dpiax investment picks
  • Holdings: Royal Bank Of Canada , Toronto-Dominion Bank , Canadian National Railway Co , Suncor Energy Inc , Enbridge Inc ,
  • Category: Miscellaneous Region
Sign-up for facnx investment picks
  • Holdings: Apple Inc , E*Trade Financial Corp , PepsiCo Inc , SVB Financial Group , Realogy Holdings Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Pfizer Inc , Wells Fargo & Co , Johnson & Johnson , Microsoft Corp ,
  • Category: Large Blend
Sign-up for rseex investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Macys Retail Hldgs 7.45% , Viacom Inc New 2.5% ,
  • Category: Commodities Broad Basket
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for wgvcx investment picks
  • Holdings: ConnectOne Bancorp Inc , A O Smith Corp , Federated National Holding Co , Prosperity Bancshares, Inc. , Core-Mark Holding Co Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for esvix investment picks
  • Holdings: Providence Service Corp , OFG Bancorp , Belden Inc , Sensient Technologies Corp , John Wiley & Sons Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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Funds From: jsasx - JPMorgan SmartRetirement® 2045 Select to cscwx - Columbia Small Cap Core W
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