Funds From: ryafx - Rydex Inverse Russell 2000 Strategy A LW to watrx - Western Asset Intermediate Bond R


  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Microsoft Corp , Johnson & Johnson , Roche Holding AG Dividend Right Cert. , Harman International Industries Inc ,
  • Category: World Stock
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  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Aberdeen International Equity Instl , Tortoise MLP & Pipeline Instl , iShares Core S&P 500 , First Trust Health Care AlphaDEX® ETF , Nuveen Preferred Securities I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: EOG Resources Inc , Rosetta Resources Inc , Chevron Corp , Exxon Mobil Corporation , Occidental Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Cigna Corp , Lincoln National Corp , Cardinal Health Inc , FirstEnergy Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: SBA Communications Corp , Intercontinental Exchange Inc , Whole Foods Market Inc , Xilinx Inc , W W Grainger Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Core MSCI Emerging Markets , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , Hana Financial Group Inc , Petroleo Brasileiro SA Petrobras ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Prologis Inc , Host Hotels & Resorts Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Walt Disney Co , Reckitt Benckiser Group PLC , Nestle SA , Linde AG , Honeywell International Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Bristol-Myers Squibb Company , Merck & Co Inc , Apple Inc , American International Group Inc , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Amazon.com Inc , Visa Inc Class A , Priceline Group Inc , Gilead Sciences Inc , Boeing Co ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Merck & Co Inc , Intel Corp , British American Tobacco PLC , International Paper Co , Roche Holding AG Dividend Right Cert. ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: NetScout Systems Inc , Team Health Holdings Inc , ARRIS Group Inc , Manhattan Associates Inc , Office Depot Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Intl Dividend Inc I , Lord Abbett Convertible I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for labbx investment picks
  • Holdings: Russell 2000 Index Mini TIC , Teledyne Technologies Inc , Parexel International Corp , Treehouse Foods Inc , US Silica Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia US Treasury Index I , Columbia Infl Protected Secs I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , DSV AS , Mitsubishi UFJ Financial Group Inc , British American Tobacco PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward EM Corporate Debt Institutional , Forward International Dividend Instl , Forward Credit Analysis Long/Short Instl , Forward Emerging Markets Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aolax investment picks
  • Holdings: Wilmington Multi-Manager Intl Instl , Harbor International Institutional , Wilmington Mid Cap Growth Instl , Morgan Stanley Inst Growth I , T. Rowe Price Instl Large Cap Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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Funds From: ryafx - Rydex Inverse Russell 2000 Strategy A LW to watrx - Western Asset Intermediate Bond R
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