Funds From: totlx - FundX Tactical Total Return to lifqx - Lord Abbett Inflation Focused R2


  • Holdings: PowerShares Buyback Achievers , Guggenheim S&P 500® Pure Growth , Vanguard Mid-Cap Value ETF , Vanguard Wellesley® Income Admiral™ , Osterweis Strategic Income ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , JPMorgan Chase & Co , Devon Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: HSBC Holdings PLC , Banco Santander SA , Nestle SA , Novartis AG , GlaxoSmithKline PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: PPL Corp , Republic Services Inc Class A , Canadian Pacific Railway Ltd , Plains GP Holdings LP Class A , Torchmark Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Forward Emerging Markets Instl , Forward Tactical Enhanced Instl , Forward International Dividend Instl , Forward Real Estate Long/Short Instl , Forward Dynamic Income Institutional ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Holdings: General Electric Co , Exxon Mobil Corporation , Devon Energy Corp , Bank of America Corporation , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Exxon Mobil Corporation , Pfizer Inc , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Income Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl ,
  • Category: Target Date 2031-2035
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  • Holdings: Blackrock Total Return Fund 2020 , BlackRock Capital Appreciation BlackRock , Blackrock Large Cap Growth 2020 , Blackrock Mstr Basic Val Fund 2020 , iShares MSCI Japan ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , America Movil SAB de CV ADR , Grupo Financiero Banorte SAB de CV Class O , Cemex SAB de CV ADR , Guaranty Trust Bank PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Fin Fut Euro$ Cme 12/14/15 , Efa Up Trs Equity 3ml+30 *Bullet* Bps , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+27 Jpm ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Ubs Ag London Brh FRN , Jpmorgan Chase Bk N A 144a 144A FRN , Jpmorgan Chase Bk N A 144a 144A FRN , Ubs 04/15 Flt , Ubs Ag London Brh 144A FRN ,
  • Category: Managed Futures
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  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Overseas Value I , Columbia Large Core Quantitative Instl , Columbia European Equity I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Blackrock Mstr Basic Val Fund 2045 , BlackRock Capital Appreciation BlackRock , Blackrock Large Cap Growth 2045 , BlackRock Equity Dividend Instl , BlackRock International Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Blackrock Total Return Fund 2025 , Blackrock Large Cap Growth 2025 , Blackrock Mstr Basic Val Fund 2025 , BlackRock Long-Horizon Equity Instl , BlackRock Strategic Income Opps Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds IS® New World 1 ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI Japan , Novartis AG , Total SA , Vodafone Group PLC , Air Liquide SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity Cent Invt Portfolios , Fidelity Garrison Str Tr , US Treasury TIP 1.25% , US Treasury TIP 1.125% , Simon Property Group Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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Funds From: totlx - FundX Tactical Total Return to lifqx - Lord Abbett Inflation Focused R2
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