Funds From: rgiax - Russell Global Infrastructure A LW to rektx - American Funds 2055 Trgt Date Retire R5


  • Holdings: Transurban Group , Atlantia , Enbridge Inc , TransCanada Corp , Groupe Eurotunnel SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , CVS Health Corp , DISH Network Corp , Time Warner Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , HSBC Holdings PLC , Royal Dutch Shell PLC , Sanofi ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: SBA Communications Corp , Alexion Pharmaceuticals Inc , Lions Gate Entertainment Corp , Citrix Systems Inc , Monotype Imaging Holdings Inc ,
  • Category: Mid-Cap Growth
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  • Holdings: Citigroup Inc , Microsoft Corp , Amgen Inc , JPMorgan Chase & Co , EMC Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl , Nationwide Portfolio Complt Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: American Tower Corp , Crown Castle International Corp , Central Japan Railway Company , Vinci , East Japan Railway Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Citigroup Inc , JPMorgan Chase & Co , Bank of America Corporation , U.S. Bancorp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Us Bk Natl Assn FRN , Amgen, Inc. , Qvc 144A 7.375% , Plains Expl& Prodtn 7.625% , Host Hotels & Resorts 6% ,
  • Category: Currency
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  • Holdings: Simon Property Group Inc , Equity Residential , Macerich Co , Health Care REIT, Inc. , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Fuji Heavy Industries Ltd , Cognizant Technology Solutions Corp Class A , Visa Inc Class A , Teva Pharmaceutical Industries Ltd ADR , Tokyo Electron Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Coronation Fund Managers Ltd , Melco International Development Ltd , Zee Entertainment Enterprises Ltd , Melco Crown(Philippines)Resorts Corp , JSC Halyk Savings Bank of Kazakhstan GDR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: Ivy Emerging Markets Equity I , Ivy International Core Equity I , Ivy International Growth I , Ivy Global Income Allocation I , Ivy European Opportunities I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI ACWI , Vanguard Total Bond Market ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , Vanguard Growth ETF , Vanguard Value ETF ,
  • Category: Tactical Allocation
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  • Holdings: Facebook Inc Class A , Amazon.com Inc , Cisco Systems Inc , Qualcomm Inc , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Freeport-McMoRan Inc , Barrick Gold Corp , Newmont Mining Corp , Goldcorp Inc , Silver Wheaton Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Verizon Communications Inc , Gilead Sciences Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: LogMeIn Inc , Triangle Petroleum Corp , Penn Virginia Corp , Shutterfly Inc , XPO Logistics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for JSIGX investment picks
  • Holdings: Health Net Inc , Tech Data Corp , JetBlue Airways Corp , Ingram Micro Inc Class A , Reinsurance Group of America Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
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Funds From: rgiax - Russell Global Infrastructure A LW to rektx - American Funds 2055 Trgt Date Retire R5
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