Funds From: CRARX - Voya Real Estate I to ftnyx - Delaware Tax-Free NY A


  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Host Hotels & Resorts Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Union Pacific Corp , Chevron Corp , Procter & Gamble Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Airbus Group NV , Roche Holding AG , GlaxoSmithKline PLC , Valeo SA , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Treehouse Foods Inc , Forward Air Corp , Simpson Manufacturing , Franklin Electric Co , Mueller Industries Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Market Vectors High-Yield Muni ETF , SPDR Nuveen S&P High Yield Municipal Bd , Apple Inc , US Treasury Note 2.625% , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
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  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Equity Y , Russell Global Infrastructure Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Asbury Automotive Group Inc , Health Net Inc , ARRIS Group Inc , Sanchez Energy Corp , Western Alliance Bancorp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Medtronic Inc , Twenty-First Century Fox Inc Class B , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • 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: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Mobile Mini Inc , On Assignment Inc , The Middleby Corp , H&E Equipment Services Inc , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Union Pacific Corp , Schlumberger NV , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iPath DJ-UBS Commodity Index TR ETN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Lower Neches Valley Auth , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Mississippi Busn Fin Corp Var Rev B , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Sumitomo Mitsui Financial Group Inc , Total SA , Mitsubishi UFJ Financial Group Inc , British American Tobacco PLC , GMO US Treasury ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , The Hershey Co , Microsoft Corp , Walgreen Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for piozx investment picks
  • Holdings: Universal Electronics Inc , Columbus McKinnon Corp , Tyler Technologies Inc , Power Solutions International Inc , Kona Grill Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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Funds From: CRARX - Voya Real Estate I to ftnyx - Delaware Tax-Free NY A
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