Funds From: ccazx - Columbia California Tax-Exempt Z to jhlax - JHancock Lifestyle Balanced 5


  • Holdings: Proofpoint Inc , Ultimate Software Group Inc , Cavium Inc , ExamWorks Group Inc , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP , SPDR® S&P 500 ETF , US Treasury TIP , US Treasury TIP 1.125% , US Treasury Note ,
  • Category: Tactical Allocation
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  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for pentx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class A , Google Inc Class C , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for gallx investment picks
  • Holdings: PL Main Street Core P , PL Large-Cap Value P , PL International Large-Cap P , PL Mid-Cap Equity P , PL Comstock P ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for poeax investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Boston Properties Inc , Prologis Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for greix investment picks
  • Holdings: Bristol-Myers Squibb Company , Merck & Co Inc , Apple Inc , American International Group Inc , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for guhyx investment picks
  • Holdings: Sinclair Broadcast Group Inc , Japan Airlines Co Ltd , Suncor Energy Inc , UnitedHealth Group Inc , Nexstar Broadcasting Group Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cmvix investment picks
  • Holdings: Idacorp Inc , Amsurg Corp , Deluxe Corp , LaSalle Hotel Properties , Southwest Gas Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pzvcx investment picks
  • Holdings: Masonite International Corp , Con-way Inc , Kaiser Aluminum Corp , First Horizon National Corp , Horace Mann Educators ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for hwscx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Real Return Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pnlax investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Microsoft Corp , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for ctyrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for fxbax investment picks
  • Holdings: Microsoft Corp , Samsung Electronics Co Ltd , Citigroup Inc , Comcast Corp Class A , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Global Large-Cap Value Equity
  • Morningstar Rating: 4 Stars
Sign-up for f0gbr04eme investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , Pfizer Inc , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for lsvrx investment picks
  • Holdings: Newell Rubbermaid Inc , Ross Stores Inc , CNO Financial Group Inc , Sealed Air Corp , Visteon Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for midvx investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , iShares Core US Aggregate Bond , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for svglx investment picks
  • Holdings: Comcast Corp Class A , ConocoPhillips , AT&T Inc , General Electric Co , CVS Health Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dfmvx investment picks
  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for tllrx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHancock Strategic Income Opps NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Short Duration Credit Opps NAV , JHFunds2 Blue Chip Growth NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jhlax investment picks
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Funds From: ccazx - Columbia California Tax-Exempt Z to jhlax - JHancock Lifestyle Balanced 5
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