Funds From: ugscx - American Funds US Government Sec C to wytmx - Ivy Tax-Managed Equity I


  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal LargeCap Growth I Instl , Principal Bond & Mtg Securities Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Pfizer Inc , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 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: Samsung Electronics Co Ltd , Fibra Uno Administracion SA de CV Series 11 , China Mobile Ltd , Hyundai Mobis Co Ltd , Bank Rakyat Indonesia (Persero) Tbk Class B ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Financial Select Sector SPDR® ETF , O'Reilly Automotive Inc , Electronic Arts Inc , BlackRock Inc , Deluxe Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Fresenius Medical Care AG & Co. KGaA , Amphenol Corp Class A , Canadian Pacific Railway Ltd , Express Scripts , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Citigroup Inc , Microsoft Corp , Amgen Inc , JPMorgan Chase & Co , EMC Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Short-Term Income Inst , Principal LargeCap Growth I Instl , Principal Global Div Inc Instl ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Holdings: Multi-Color Corp , Casey's General Stores Inc , RBC Bearings Inc , Bank of the Ozarks Inc , Littelfuse Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: BRF SA , Lojas Americanas S.A. Pfd Shs , Cia Bras De Distri Pfd , Fomento Economico Mexicano SAB de CV ADR , Itau Unibanco Holding S.A. ,
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Citigroup Inc , Western Digital Corp , Capital One Financial Corp , SanDisk Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , JPMorgan Chase & Co , Bank of America Corporation , Qualcomm Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Citigroup Inc , Western Digital Corp , Capital One Financial Corp , SanDisk Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Monster Beverage Corp , Sigma-Aldrich Corp , Ross Stores Inc , Intuit Inc , Sirona Dental Systems Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
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  • Holdings: Endo International PLC , Mallinckrodt PLC , United Continental Holdings Inc , Dresser-Rand Group Inc , St Joe Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell Mini Fut Dec14 , Five Below Inc , Acadia Healthcare Co Inc , Swift Transportation Co , Healthsouth Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds AMCAP R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for iyiax investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Visa Inc Class A , MasterCard Inc Class A , Toyota Mtr Cr FRN ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Visa Inc Class A , MasterCard Inc Class A , Toyota Mtr Cr FRN ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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Funds From: ugscx - American Funds US Government Sec C to wytmx - Ivy Tax-Managed Equity I
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