Funds From: JPYRX - JPMorgan SmartRetirement® Blend 2035 R6 to altfx - AB Global Thematic Growth A Load Waived


  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , iShares Core US Aggregate Bond , JPMorgan Realty Income R5 ,
  • Category: Target Date 2031-2035
Sign-up for JPYRX investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for crbcx investment picks
  • Holdings: 10yr Mini Jgb Mar 15 , Euro$ 90 Day Jun 15 , 10 Year Treasury Bond Future Mar15 , 3mo Euro Euribor Jun 15 , 10 Year Government of Canada Bond Mar15 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for CEEEX investment picks
  • Holdings: PNC International Equity I , PNC Large Cap Growth I , PNC Large Cap Value I , PNC Small Cap I , PNC S&P 500 Index I ,
  • Category: Target Date 2046-2050
Sign-up for PDTIX investment picks
  • Holdings: SPDR® S&P 500 ETF , GuideMark Opportunistic Equity Instl , GuideMark Large Cap Value Instl , GuideMark World ex-US Instl , Vanguard Short-Term Bond ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for GITUX investment picks
  • Holdings: Bank of America Corporation , JPMorgan Chase & Co , Citigroup Inc , Berkshire Hathaway Inc Class B , U.S. Bancorp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for fafdx investment picks
  • Holdings: Facebook Inc Class A , Amazon.com Inc , Nestle SA ADR , Christian Dior SA , Alibaba Group Holding Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for miglx investment picks
  • Holdings: OAO Lukoil ADR , Surgutneftegas OJSC , Magnit PJSC , Alrosa Co Ltd , OAO Gazprom ADR ,
  • Category: Miscellaneous Region
Sign-up for iwrfx investment picks
  • Holdings: SPDR® S&P 500 ETF , ProShares Short Dow30 , SPDR® Dow Jones Industrial Average ETF , ProShares Short S&P500 , iShares MSCI EAFE ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for cleix investment picks
  • Holdings: Transamerica Partners Core Bond , Transamerica Partners Large Value , Transamerica Partners Large Growth , Transamerica Partners IPS , Transamerica Partners Intl Equity ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for DVMSX investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity Advisor® Ser Stk Sel Lg Cp Val ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for FAFEX investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fgirx investment picks
  • Holdings: Republic Services Inc Class A , Northern Trust Corp , iShares Russell Mid-Cap Value , Laclede Group Inc , Sysco Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for ismsx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity Advisor® International Discv I , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for FITTX investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Apple Inc , CVS Health Corp , Allergan Inc , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for adgax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for iscsx investment picks
  • Holdings: Office Depot Inc , Bloomin Brands Inc , Dean Foods Co , Electronic Arts Inc , PNM Resources Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for abasx investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , General Electric Co , Suncor Energy Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ivkax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Hewlett-Packard Co , Pfizer Inc , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for auiyx investment picks
  • Holdings: AbbVie Inc , LyondellBasell Industries NV , Morgan Stanley , Time Warner Inc , Carrefour ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for GGEIX investment picks
  • Holdings: Pfizer Inc , Crown Castle International Corp , FTD Companies Inc , API Technologies Corp , LSB Industries Inc ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for qeaix investment picks
  • Holdings: Nike Inc Class B , Visa Inc Class A , Roche Holding AG Dividend Right Cert. , UnitedHealth Group Inc , Abbott Laboratories ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for altfx investment picks
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Funds From: JPYRX - JPMorgan SmartRetirement® Blend 2035 R6 to altfx - AB Global Thematic Growth A Load Waived
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