Funds From: jptbx - JPMorgan SmartRetirement Blend 2055 Sel to cnsfx - Invesco Convertible Securities R6


  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2051+
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Intel Corp , Yahoo! Inc , Boardwalk Pipeline Partners LP , Deutsche Telekom AG ADR , Microchip Technology Inc ,
  • Category: Aggressive Allocation
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  • Holdings: Intel Corp , Yahoo! Inc , Boardwalk Pipeline Partners LP , Deutsche Telekom AG ADR , Microchip Technology Inc ,
  • Category: Aggressive Allocation
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  • Holdings: Intel Corp , Yahoo! Inc , Boardwalk Pipeline Partners LP , Deutsche Telekom AG ADR , Microchip Technology Inc ,
  • Category: Aggressive Allocation
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  • Category: Inflation-Protected Bond
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  • Category: Muni National Long
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Liberty Mut Grp 144A FRN , Mcdermott Intl 144A 8% , Ares Capital Corporation , Kemper Corp Del Pfd , Apollo Global Management LLC Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Exxon Mobil Corporation , Pfizer Inc , Facebook Inc Class A ,
  • Category: Large Value
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Exxon Mobil Corporation , Pfizer Inc , Facebook Inc Class A ,
  • Category: Large Value
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Exxon Mobil Corporation , Pfizer Inc , Facebook Inc Class A ,
  • Category: Large Value
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Exxon Mobil Corporation , Pfizer Inc , Facebook Inc Class A ,
  • Category: Large Value
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Exxon Mobil Corporation , Pfizer Inc , Facebook Inc Class A ,
  • Category: Large Value
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  • Holdings: Invesco Cayman Commodity Fund Iii H , PowerShares DB Gold ETF , US Treasury Note ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Sanofi , Rio Tinto PLC , Diageo PLC , Novartis AG ADR , Aon PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for vrcfx investment picks
  • Holdings: American Express Co , Sanofi ADR , Berkshire Hathaway Inc Class A , TE Connectivity Ltd , Macy's Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
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  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for tndfx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Bk Amer Pfd , Wells Fargo & Co, San Francisco Ca Pfd , Nvidia 144A Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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Funds From: jptbx - JPMorgan SmartRetirement Blend 2055 Sel to cnsfx - Invesco Convertible Securities R6
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices