Funds From: ectvx - Eaton Vance Tx-Mgd Value C to lttcx - MFS Lifetime 2025 C


  • Holdings: Bank of America Corporation , Citigroup Inc , Merck & Co Inc , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 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: 4 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Compass Group PLC , Danone ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Mitsubishi Estate Co Ltd , Public Storage ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Comcast Corp Class A , Microsoft Corp , General Electric Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Isuzu Motors Ltd , Telefonica Brasil SA ADR , Itochu Corp , Newcrest Mining Ltd , Malayan Banking Bhd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares MSCI EAFE , Shire PLC , Roche Holding AG , Suncor Energy Inc , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for otabx investment picks
  • Holdings: Bunzl PLC , Bellway PLC , Croda International PLC , OBIC Co., Ltd. , Amadeus IT Holding SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Comcast Corp Class A , Halliburton Co , Medtronic Inc , Apple Inc , Occidental Petroleum Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for ssvsx investment picks
  • Holdings: Deutsche Global Infrastructure Instl , Deutsche Floating Rate Institutional , SPDR® Barclays Convertible Secs ETF , Deutsche Enh Emerg Mkts Fxd Inc Instl , Deutsche Diversified Market Netrl Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: Danone , Nestle SA , Reckitt Benckiser Group PLC , KDDI Corp , Kao Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: British American Tobacco PLC , Housing Development Finance Corp Ltd , ITC Ltd , SABMiller PLC , Ambev SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 , American Funds Global Balanced R6 ,
  • Category: Conservative Allocation
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  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Danaher Corp , Colgate-Palmolive Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for jsmzx investment picks
  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , PIMCO Real Return Admin , Great-West Federated Bond Init , Great-West International Index Init ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for mxlyx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Government Securities R5 , MFS® Research R5 ,
  • Category: Target Date 2021-2025
Sign-up for lttcx investment picks
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Funds From: ectvx - Eaton Vance Tx-Mgd Value C to lttcx - MFS Lifetime 2025 C
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