Funds From: srmax - DWS Short-Term Muni Bond A to iscax - Federated International Small-Mid Co A


  • Holdings: SPDR S&P 500 , Vanguard Large Cap ETF , iShares MSCI EAFE , Frost Total Return Fund , iShares Core Total US Bond Market ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell Short Duration Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 2000 , American Equity Investment Life Holding Company , Cracker Barrel Old Country Store, Inc. , Manhattan Associates, Inc. , Hyster-Yale Materials Handling Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor International Institutional , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Lord Abbett International Opp I , Lord Abbett Small Cap Value I , Lord Abbett Developing Growth I , Lord Abbett Value Opportunities I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: B/E Aerospace Inc , Perrigo Company PLC , Catamaran Corp , Amphenol Corp , Waste Connections, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Pfizer Inc , Citigroup Inc , Chevron Corp ,
  • Category: Large Value
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  • Holdings: LifeLock Inc , IPG Photonics Corporation , Evercore Partners Inc , Hain Celestial Group, Inc. , Air Lease Corp Class A ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Harbor Bond Institutional , Harbor International Institutional , Harbor High-Yield Bond Instl , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd. , Sands China Ltd. , Cheung Kong Holdings, Ltd. ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for evcgx investment picks
  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Strategic Fixed Income VI , GMO Alpha Only IV ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: U.S. Bancorp , AutoZone Inc , Exxon Mobil Corporation , Chevron Corp , Target Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for fvalx investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares S&P 500 Value , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
Sign-up for us66537u7919 investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: General Electric Co , Wells Fargo & Co , Johnson & Johnson , Exxon Mobil Corporation , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for trlcx investment picks
  • Holdings: CVS Caremark Corp , Anheuser-Busch Inbev SA , Check Point Software Technologies, Ltd. , Lloyds Banking Group PLC , Safran SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for epaix investment picks
  • Holdings: ZKB Gold ETF (USD) , ZKB Silver ETF (USD) , Barrick Gold Corporation , Newmont Mining Corporation , Golden Agri-Resources Ltd. ,
  • Category: Natural Resources
Sign-up for EPHAX investment picks
  • Holdings: Bank of America Corporation , MetLife Inc , Citigroup Inc , Intel Corp , SPDR S&P 500 ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for torzx investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Short-Term Instl , AllianzGI NFJ International Value Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for asgax investment picks
  • Holdings: Wells Fargo & Co , Goldman Sachs Group Inc , Pfizer Inc , CVS Caremark Corp , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lfeix investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
Sign-up for lfttx investment picks
  • Holdings: Yoox Spa , China Everbright International Ltd. , Ashtead Group PLC , Rightmove PLC , ASOS PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
Sign-up for iscax investment picks
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Funds From: srmax - DWS Short-Term Muni Bond A to iscax - Federated International Small-Mid Co A
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