Funds From: mwstx - Metropolitan West Strategic Income M to mtokx - Manning & Napier Target 2025 K


  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Plains All American Pipeline LP , Energy Transfer Equity LP , Harbinger Grp 7.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Profunds Swap Secuirty Gs ,
  • Category: Bear Market
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  • Holdings: UGI Corp , British American Tobacco PLC , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Touchstone Ultra Short Dur F/I Instl , Touchstone Total Return Bond Instl , Touchstone International Fixed Inc Inst , Touchstone Flexible Income Instl , Touchstone Sands Capital Inst Gr ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya Russell Small Cap Index I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , Micron Technology Inc , Incyte Corp Ltd , Shire PLC , NXP Semiconductors NV ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Magellan Financial Group Ltd , RPS Group PLC , Melexis , Clinigen Group PLC , CETIP SA Mercados Organizados ,
  • Category: Foreign Small/Mid Growth
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Orix Corp , Delta Electronics Inc , Roche Holding AG , Mitsui Fudosan Co Ltd , Bellway PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Medtronic Inc , Merck & Co Inc , Apple Inc , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class C , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init , Northern Emerging Markets Equity Index ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Amphenol Corp Class A , Affiliated Managers Group Inc , Waste Connections Inc , Catamaran Corp , Perrigo Co PLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , ClearBridge Aggressive Growth IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge Appreciation IS ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for lmkcx investment picks
  • Holdings: Affiliated Managers Group Inc , Equinix Inc , SL Green Realty Corp , United Rentals Inc , Henry Schein Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy III , Guggenheim Strategy I , Guggenheim Strategy Ii , Msswap2 , Guggenheim BulletShrs®2016 HY CorpBd ETF ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , Pfizer Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Wal-Mart Stores Inc , PepsiCo Inc , Target Corp , Medtronic Inc , Dr Pepper Snapple Group, Inc. ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Siemens AG , Tyco International Ltd , Anixter International Inc , General Dynamics Corp , Airbus Group NV ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
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  • Holdings: Manning & Napier Pro-Blend Extnd Term I , Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2021-2025
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Funds From: mwstx - Metropolitan West Strategic Income M to mtokx - Manning & Napier Target 2025 K
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