Funds From: lwaox - Western Asset Asian Opportunities I to cppfx - American Funds Preservation Port 529F1


  • Holdings: American International Group Inc , Salix Pharmaceuticals Ltd , Illumina Inc , DexCom Inc , Samsonite International SA ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Graco Inc , Landstar System Inc , WD-40 Co , RLI Corp , Syntel Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Nike Inc Class B , Gilead Sciences Inc , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: United Continental Holdings Inc , Alexion Pharmaceuticals Inc , Kroger Co , SanDisk Corp , NetApp Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds American Hi-Inc Tr R6 , American Funds American Mutual R6 , American Funds Income Fund of Amer R6 , American Funds Capital Income Bldr R6 ,
  • Category: Conservative Allocation
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  • Holdings: Voya Multi-Manager International Eq I , Voya International Core I , iShares MSCI EAFE , Voya Multi-Manager Emerging Markets Eq I , Voya Multi-Manager International Sm Cp I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for JRESX investment picks
  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , Visa Inc Class A , Oracle Corporation ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for mtcax investment picks
  • Holdings: Mitsui Fudosan Co Ltd , Simon Property Group Inc , Mitsubishi Estate Co Ltd , Equity Residential , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for iglax investment picks
  • Holdings: Nationwide Bond Index Instl , Nationwide HighMark Short Term Bd Instl , Nationwide Portfolio Complt Instl , Nationwide Inflation-Protected Secs Inst , Nationwide S&P 500 Index Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR┬« Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for jrinx investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Fundamental Invs R6 ,
  • Category: Moderate Allocation
Sign-up for CTSFX investment picks
  • Holdings: British American Tobacco PLC ADR , Coca-Cola Co , Procter & Gamble Co , CVS Health Corp , Kroger Co ,
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
Sign-up for fdagx investment picks
  • Holdings: JPMorgan Chase & Co , Philip Morris International Inc , Johnson & Johnson , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for MEIJX investment picks
  • Holdings: Tencent Holdings Ltd. , Hotel Shilla Co Ltd , Universal Robina Corporation , Minor International PLC DR , Luye Pharma Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for mecgx investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Fundamental Invs R6 ,
  • Category: Moderate Allocation
Sign-up for CSTAX investment picks
  • Holdings: Mitsui Fudosan Co Ltd , Mitsubishi Estate Co Ltd , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE , Stockland Corp Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for iircx investment picks
  • Holdings: US Treasury Note 1.75% , iShares US Preferred Stock , US Treasury Note 1% , iShares iBoxx $ High Yield Corporate Bd , US Treasury Note 0.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nwqax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Home Depot Inc , PepsiCo Inc , Amazon.com Inc ,
  • Category: Large Growth
Sign-up for ilcrx investment picks
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Funds From: lwaox - Western Asset Asian Opportunities I to cppfx - American Funds Preservation Port 529F1
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