Funds From: frbfx - JHancock Regional Bank B to paiax - PIMCO Short Asset Investment A


  • Holdings: Wells Fargo & Co , PNC Financial Services Group Inc , BB&T Corp , U.S. Bancorp , M&T Bank Corp ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series High Income , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
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  • Holdings: The Middleby Corp , Acuity Brands Inc , Old Dominion Freight Lines , Watsco Inc , Envestnet Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Merck & Co Inc , Comcast Corp Class A , Sandisk Cv 1.5% , Hartford Financial Services Group Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal High Yield Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Holdings: Philip Morris International Inc , Christian Dior SA , Roche Holding AG ADR , Exxon Mobil Corporation , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: HFF Inc Class A , Charles River Laboratories International Inc , Lithia Motors Inc Class A , Cracker Barrel Old Country Store Inc , Visteon Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , iShares Russell 2000 , JPMorgan High Yield R6 ,
  • Category: Target Date 2041-2045
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  • Holdings: Petroquest Energy Inc , Orbital Sciences Corp , Argo Group International Holdings Ltd , Wabash National Corp , Domtar Corp ,
  • Category: Small Value
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Halliburton Co , Honeywell International Inc , International Paper Co , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Mini Msci 06/20/2014 , Daimler AG , SOFTBANK Corp , Bayer AG , Deutsche Post AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for aimox investment picks
  • Holdings: iShares MSCI EAFE , Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for ltncx investment picks
  • Holdings: IGB Corp Bhd , MorphoSys AG , Aryzta AG , DCC PLC , First Gen Corporation ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Royal Dutch Shell PLC Class A , BP PLC , Johnson & Johnson , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cevix investment picks
  • Holdings: Chatham Lodging Trust , Kennedy-Wilson Holdings Inc , Brookfield Asset Management Inc Class A , Simon Property Group Inc , Kennedy Wilson Europe Real Estate Plc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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Funds From: frbfx - JHancock Regional Bank B to paiax - PIMCO Short Asset Investment A
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