Funds From: plusx - DWS LifeCompass 2030 A Load Waived to mfbfx - MFS Bond A Load Waived


  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS EAFEĀ® Equity Index Inst , DWS Global Small Cap Institutional , DWS Small Cap Core S ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Suncor Energy Inc , Citigroup Inc , Apple Inc , Morgan Stanley , Delta Air Lines Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Verizon Communications Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 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: Touchstone Total Return Bond Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Premium Yield Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Putnam Absolute Return 700 Y , Cdx Cdx.Em.21 500.0 06/20/2019 Bc , iShares MSCI EAFE , Buenos Aires Prov Euro Mtn Be 11.75% , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I , RidgeWorth Total Return Bond I , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional , Touchstone Premium Yield Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 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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  • Holdings: Touchstone International Value Instl , Touchstone Value Institutional , Touchstone Sands Capital Inst Gr , Touchstone Focused Instl , Touchstone Premium Yield Equity Y ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: RidgeWorth Total Return Bond I , RidgeWorth Large Cap Growth Stock I , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Markel Corporation , Morningstar Inc , Affiliated Managers Group Inc , HCC Insurance Holdings Inc , LKQ Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Priceline Group Inc , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: United Technologies Corp , Chevron Corp , Wal-Mart Stores Inc , Qualcomm Inc , Monsanto Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lamax investment picks
  • Holdings: Stone Energy Corp , A O Smith Corp , Prosperity Bancshares, Inc. , Enpro Industries Inc , The Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Wendy's Co Class A , DREAM Unlimited Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Alaska Air Group Inc , Key Energy Services Inc , Universal Health Services Inc Class B , Synovus Financial Corp , Omnicare Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson & Johnson , Merck & Co Inc , Apache Corporation , Occidental Petroleum Corp , Eaton Corp PLC ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for cvfcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Walt Disney Co , JPMorgan Chase & Co , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for eaeax investment picks
  • Holdings: Schlumberger NV , Exxon Mobil Corporation , Chevron Corp , Occidental Petroleum Corp , EOG Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Hewlett-Packard Co , Caterpillar Inc , PNC Financial Services Group Inc , Dow Chemical Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Sanchez Energy Corp , Bonanza Creek Energy Inc , Mitel Networks Corp , Ryman Hospitality Properties Inc , Air Lease Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for kscvx investment picks
  • Holdings: S+p 500 Future Sep14 Xcme 20140918 , Us Long Bond(Cbt) Sep14 Xcbt 20140919 , US Treasury Bond 4.375% , US Treasury Bond 3.75% , US Treasury Bond 4.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Trinity Industries Inc , Comcast Corp Class A , Biogen Idec Inc , Helmerich & Payne Inc , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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Funds From: plusx - DWS LifeCompass 2030 A Load Waived to mfbfx - MFS Bond A Load Waived
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