Funds From: rseix - Royce Special Equity Instl to pacbx - Putnam Dynamic Asset Allocation Cnsrv B


  • Holdings: UniFirst Corp , Bed Bath & Beyond Inc , AVX Corp , Meredith Corp , Children's Place Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide Inflation-Protected Secs Inst , Nationwide Portfolio Complt Instl , Nationwide S&P 500 Index Instl , iShares Intermediate Credit Bond ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , International Business Machines Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Under Armour Inc Class A , Apple Inc , Gilead Sciences Inc , Micron Technology Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jlgcx investment picks
  • Holdings: Avis Budget Group Inc , Extra Space Storage Inc , Mettler-Toledo International Inc , Ametek Inc , Nordson Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 2.25% , US Treasury Note 0.375% , Pfizer Inc , Wells Fargo & Co , Oracle Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd , Samsung Electronics Co Ltd , Embraer S.A. ADR , Shinhan Financial Group Co Ltd , Naspers Ltd Class N ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 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: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , AstraZeneca PLC , Royal Dutch Shell PLC Class A , Daimler AG , BP PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: CoStar Group Inc , Lands' End Inc , Demandware Inc , Aspen Technology Inc , Pool Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S+p 500 Future Mar15 Xcme 20150319 , Mini Msci Eafe Mar15 Ifus 20150320 ,
  • Category: World Stock
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  • Holdings: T. Rowe Price Value , Trs (S&P 500) Index Usd 1m Libor; Pmt Freq = Monthly; Act/360; Fixing Date , Trs S&P 500 Index , Trs S&P 500 Index , Trs (S&P 500) Index Usd 1m Libor; Pmt Freq = Monthly; Act/360; Fixing Date ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Bond Index Port I , Voya Global Bond R6 , VY T. Rowe Price Capital Appreciation I , Voya High Yield Bond I , VY BlackRock Inflation Protected Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: AST Prudential Core Bond Portfolio , AST QMA Large-Cap , AST AQR Large-Cap , AST Western Asset Core Plus Bond , AST International Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
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  • Holdings: Acuity Brands Inc , CBRE Group Inc , Illumina Inc , Affiliated Managers Group Inc , Sherwin-Williams Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Avago Technologies Ltd , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Thermo Fisher Scientific Inc , Express Scripts , JPMorgan Chase & Co , Gilead Sciences Inc , Phibro Animal Health Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Proassurance Corp , Tech Data Corp , Convergys Corporation , World Fuel Services Corp , Denbury Resources Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , Gilead Sciences Inc , Bristol-Myers Squibb Company , Celgene Corp , Central Cash Management Fd Central Cash Management Fd ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: VF Corp , AutoZone Inc , LinkedIn Corp Class A , Affiliated Managers Group Inc , LKQ Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Illumina Inc , LinkedIn Corp Class A , Intuitive Surgical Inc , Mead Johnson Nutrition Co , AthenaHealth Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , Nestle SA , Hitachi Ltd , Heineken Holding NV , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Treehouse Foods Inc , PrivateBancorp Inc , Sonic Corp , Icon PLC , Silicon Laboratories Inc ,
  • Category: Small Growth
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  • Holdings: Trinity Industries Inc , Oasis Petroleum Inc , Verizon Communications Inc , Toll Brothers Inc , B/E Aerospace Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: FNMA 4% TBA , Govt Natl Mtg Asso 3.5% , FNMA , Fed Natl Mort Assc 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pacbx investment picks
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Funds From: rseix - Royce Special Equity Instl to pacbx - Putnam Dynamic Asset Allocation Cnsrv B
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