Funds From: rbktx - American Funds 2040 Trgt Date Retire R2 to rrfdx - T. Rowe Price Equity Income R


  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity Cent Invt Portfolios , Fidelity Garrison Str Tr , US Treasury TIP 1.25% , US Treasury TIP 1.125% , Simon Property Group Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Public Storage , Prologis Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG , HSBC Holdings PLC , BP PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Weatherford International Ltd , Halliburton Co , Viacom Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Schwab Dividend Equity , Schwab Total Bond Market , Schwab Intermediate-Term Bond , Laudus International MarketMasters Sel , Schwab Global Real Estate ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Occidental Petroleum Corp , JPMorgan Chase & Co , Pfizer Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Avnet Inc , Cigna Corp , Arrow Electronics Inc , Kroger Co , Analog Devices Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , United Tech , Johnson & Johnson , Priceline Grp Cv 1% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , MasterCard Incorporated Class A , iShares Core S&P Mid-Cap , Union Pacific Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Microsoft Corporation , Comcast Corp Class A , Google Inc Class A , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: CNO Financial Group, Inc. , ICG Group Inc , Spirit Airlines Inc , Hudson Pacific Properties, Inc. , First Potomac Realty Trust ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: AstraZeneca PLC ADR , Canadian Oil Sands Ltd , Bank of Montreal , Deutsche Telekom AG ADR , Ecopetrol S.A. ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Mondelez International Inc Class A , McKesson Corp , United Parcel Service Inc (UPS) Class B , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Amazon.com Inc , Facebook Inc Class A , Illumina Inc , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd GDR 144A , Taiwan Semiconductor Manufacturing Co Ltd , Hikma Pharmaceuticals PLC , AIA Group Ltd. , HANKOOK TIRE Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: JB Hunt Transport Services Inc , Roper Industries Inc , Capital One Financial Corp , Hubbell Inc Class B , Verisk Analytics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Constellation Brands Inc Class A , IHS Inc Class A , SBA Communications Corp , Westinghouse Air Brake Technologies Corp , Old Dominion Freight Lines ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Merck & Co Inc , 3M Co , Eli Lilly and Co , Raytheon Co , AstraZeneca PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for chdex investment picks
  • Holdings: General Electric Co , JPMorgan Chase & Co , Wells Fargo & Co , Chevron Corp , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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Funds From: rbktx - American Funds 2040 Trgt Date Retire R2 to rrfdx - T. Rowe Price Equity Income R
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