Funds From: pzbax - Presidential Managed Risk 2020 A LW to lthbx - AllianceBern 2020 Retirement Strat B


  • Holdings: SPDR® S&P 500 ETF , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , iShares TIPS Bond , SPDR® Barclays International Trs Bd ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Bayer AG , Roche Holding AG Dividend Right Cert. , Royal Dutch Shell PLC Class A , Novartis AG , Novo Nordisk A/S Class B ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Erauslt Trs Equity 1ml+46 Bps , Sptr Trs Equity 1ml+44 Bps , Erauslt Trs Equity 1ml+38 *Bullet* Jpm , Fin Fut Euro$ Cme 12/14/15 ,
  • Category: Market Neutral
  • Morningstar Rating: 5 Stars
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  • Holdings: Sanmina Corp , AerCap Holdings NV , Resolute Forest Products Inc , Dana Holding Corp , Platinum Underwriters Holdings Ltd ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Live Nation Entertainment Inc , CNO Financial Group Inc , Idacorp Inc , JetBlue Airways Corp , Hawaiian Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 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: MassMutual Premier Core Bond I , MassMutual Premier Infl-Prot and Inc I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Honeywell International Inc , Apple Inc , CVS Health Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Visa Inc Class A , Lowe's Companies Inc , Schlumberger NV , Amgen Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: ASICS Corp , Techtronic Industries Co Ltd , Huhtamäki Oyj , Kobayashi Pharmaceutical Co., Ltd. , Amer Sports Corp ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , CVS Health Corp , 3M Co , Apple Inc , Discover Financial Services ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for SFLAX investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , AllianzGI US Managed Volatility Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Short-Term Instl , AllianzGI Behavioral Advtg Lg Cp Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Swift Transportation Co , United Continental Holdings Inc , Endurance Specialty Holdings Ltd , Impax Laboratories Inc , Hanesbrands Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Naspers Ltd Class N , Samsung Electronics Co Ltd , Tata Motors Ltd ADR , HDFC Bank Ltd ADR , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
Sign-up for JOEIX investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Commonwealth Bank of Australia , Tencent Holdings Ltd , China Mobile Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
Sign-up for JACPX investment picks
  • Holdings: Voya US Bond Index I , Voya Intermediate Bond R6 , VY BlackRock Inflation Protected Bond I , VY T. Rowe Price Capital Appreciation I , Voya Short Term Bond R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for ijkbx investment picks
  • Holdings: Highwoods Properties Inc , Idacorp Inc , Esterline Technologies , Southwest Gas Corp , Greif Inc Class A ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , CVS Health Corp , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for evrax investment picks
  • Holdings: Nestle SA , Toyota Motor Corp , Novartis AG , Bayer AG , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for OIEAX investment picks
  • Holdings: US Treasury Note , US Treasury TIP , iShares Core MSCI Emerging Markets , US Treasury TIP , US Treasury TIP ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for ltdax investment picks
  • Holdings: Bank of Montreal , BCE Inc , Oversea-Chinese Banking Corp Ltd , ACE Ltd , Royal Bank Of Canada ,
  • Category: Foreign Large Blend
Sign-up for cvhix investment picks
  • Holdings: iShares Russell 2000 , Vanguard FTSE Developed Markets ETF , iShares North American Natural Resources , Vanguard FTSE Emerging Markets ETF , iShares Russell 1000 ,
  • Category: Tactical Allocation
Sign-up for nigix investment picks
  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Markets , US Treasury Note , Exxon Mobil Corporation , Apple Inc ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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Funds From: pzbax - Presidential Managed Risk 2020 A LW to lthbx - AllianceBern 2020 Retirement Strat B
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