Funds From: peiix - Principal Equity Income Inst to valex - Al Frank Dividend Value Adv


  • Holdings: MetLife Inc , Merck & Co Inc , Royal Dutch Shell PLC ADR Class B , Digital Realty Trust Inc , Deere & Co ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for peiix investment picks
  • Holdings: FNMA 1.625% , US Treasury Note 1.375% , Microsoft Corp , Gilead Sciences Inc , Thermo Fisher Scientific Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fitrx investment picks
  • Holdings: US Treasury Note 1% , US Treasury Note 3.5% , Exxon Mobil Corporation , US Treasury Note 0.75% , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pgeox investment picks
  • Holdings: American Express Co , Sanofi ADR , Berkshire Hathaway Inc Class A , Macy's Inc , TE Connectivity Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for chrsx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for nwiax investment picks
  • Holdings: Johnson & Johnson , PepsiCo Inc , Novartis AG ADR , Jpmorgan Chase Pfd , General Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wwiax investment picks
  • Holdings: T. Rowe Price Instl High Yield , T. Rowe Price Instl Emerging Mkts Eq , T. Rowe Price Instl Emerging Mkts Bond , T. Rowe Price Instl Intl Bond , T. Rowe Price Real Assets ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for trpbx investment picks
  • Holdings: Transamerica Total Return I2 , Transamerica Dividend Focused I2 , Transamerica Select Equity I2 , Transamerica Large Cap Value I2 , Transamerica Growth I2 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for imlax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for clrex investment picks
  • Holdings: Salix Pharmaceuticals Ltd , Trinity Industries Inc , Patterson-UTI Energy Inc , Synovus Financial Corp , Tempur Sealy International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for rybhx investment picks
  • Holdings: Exxon Mobil Corporation , Duke Energy Corporation , Chevron Corp , Eli Lilly and Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for sfvtx investment picks
  • Holdings: Google Inc Class C , Salesforce.com Inc , Schlumberger NV , American Tower Corp , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for tgcnx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
Sign-up for smtsx investment picks
  • Holdings: FNMA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-04-01 , CVS Caremark Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aabcx investment picks
  • Holdings: Intel Corp , Merck & Co Inc , Chevron Corp , General Electric Co , McDonald's Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hbfbx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init , Oppenheimer Developing Markets A ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for mxklx investment picks
  • Holdings: Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co , Cisco Systems Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for mfulx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Merck & Co Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for vavax investment picks
  • Holdings: DFA Two-Year Global Fixed-Income I , DFA Short-Term Extended Quality I , DFA US Core Equity 2 I , DFA Inflation-Protected Securities I , DFA International Core Equity I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dgtsx investment picks
  • Holdings: Spirit Airlines Inc , MWI Veterinary Supply Inc , Trex Co Inc , Bank of the Ozarks Inc , PolyOne Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for hspcx investment picks
  • Holdings: Fleetcor Technologies, Inc. , Endo International PLC , Facebook Inc Class A , Kroger Co , Time Warner Cable Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for srfcx investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for fdttx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for fadbx investment picks
  • Holdings: Eaton Corp PLC , Microsoft Corp , JPMorgan Chase & Co , BB&T Corp , Aetna Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for valex investment picks
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Funds From: peiix - Principal Equity Income Inst to valex - Al Frank Dividend Value Adv
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