Funds From: tepax - American Funds Tax-Exempt Presv Por A LW to ppnax - Putnam AMT - Free Municipal A


  • Holdings: Schlumberger NV , Express Scripts , VF Corp , Western Digital Corp , Stryker Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: ZKB Gold ETF (USD) , ZKB Silver ETF (USD) , Encana Corp , Newmont Mining Corp , Statoil ASA ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
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  • Holdings: Walt Disney Co , Apple Inc , LM Ericsson Telephone Company Class B , LVMH Moet Hennessy Louis Vuitton SA , Citigroup Inc ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , US Treasury Note 2% , Merck & Co Inc , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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  • Holdings: Ashtead Group PLC , Azimut Holding SPA , Wirecard AG , Rightmove PLC , Yoox Spa ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Nestle SA , Compass Group PLC , Danone , LVMH Moet Hennessy Louis Vuitton SA , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
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  • Holdings: Bunzl PLC , Croda International PLC , Amadeus IT Holding SA , Bellway PLC , OBIC Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Cayman Commodity , Aust 10 Yr Bond (Fut) , Canada 10 Yr Bond (Fut) , Long Gilt (Fut) , Euro Bond (Fut) ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Hewlett-Packard Co , Arrow Electronics Inc , JPMorgan Chase & Co , Wells Fargo & Co , Trinity Industries Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for qiacx investment picks
  • Holdings: Compass EMP US 500 Enh Volatil Wtd I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP US 500 Volatil Wtd I , Compass EMP Intl 500 Volatil Wtd I , Compass EMP US Sm Cp 500 Volatil Wtd I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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Funds From: tepax - American Funds Tax-Exempt Presv Por A LW to ppnax - Putnam AMT - Free Municipal A
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