Funds From: dfinx - Transamerica Partners Instl MMkt to sfsbx - State Farm Small/Mid Cap Equity B Legacy


  • Holdings: Bed Bath & Beyond Inc , UniFirst Corp , AVX Corp , Minerals Technologies Inc , Finish Line Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Walt Disney Co , Apple Inc , Comcast Corp Class A , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Alibaba Group Holding Ltd ADR , Brown-Forman Corp Class B , Amgen Inc , Apple Inc , Hitachi Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class C , Facebook Inc Class A , Apple Inc , Mavenir Systems Inc , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 1% , Apple Inc , US Treasury Note 3.5% , US Treasury Note 1.75% , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC , Roche Holding AG Dividend Right Cert. , Sanofi , Novartis AG , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Akorn Inc , Kirby Corp , VCA Inc , Hanover Insurance Group Inc , Casey's General Stores Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Core MSCI EAFE , iShares MSCI EAFE , iShares Core MSCI Emerging Markets , iShares Core S&P Mid-Cap , iShares MSCI Germany ,
  • Category: World Allocation
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  • Holdings: Neopost , Assura Group Ord , Spirax-Sarco Engineering PLC , Aurelius AG , NORMA Group SE ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Short Term Bond I , Columbia Intermediate Bond I , Columbia Income Opportunities I , Columbia US Government Mortgage I , Columbia Dividend Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Russell 2000 Index Mini TIC , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Graphic Packaging Holding Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Senior Floating Rate Instl , PIMCO Short-Term Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for agnix investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Income Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Pfizer Inc , Merck & Co Inc , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Gsswap , MSCI Emerging Market Index Future Dec14 ,
  • Category: Trading-Inverse Equity
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , AstraZeneca PLC , Royal Dutch Shell PLC Class A , BP PLC , Telefonica SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for us0448206039 investment picks
  • Holdings: PIMCO Income Instl , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Parnassus Core Equity Institutional , Access Capital Community Investment I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: United Rentals Inc , Oasis Petroleum Inc , B/E Aerospace Inc , NXP Semiconductors NV , Pioneer Energy Services Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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Funds From: dfinx - Transamerica Partners Instl MMkt to sfsbx - State Farm Small/Mid Cap Equity B Legacy
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