Funds From: acryx - American Beacon Retire Inc & Apprec Y to fomax - Fidelity Advisor Muni Inc 2021 A


  • Holdings: GNMA CMO 3.2% , US Treasury Note 1.25% , US Treasury Note 1.625% , GNMA CMO 2.17% , FHLMC 3.5% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for CVIRX investment picks
  • Holdings: Health Care Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Vanguard Mid-Cap Value ETF , Vanguard Value ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dwttx investment picks
  • Holdings: Honda Motor Co Ltd , Assicurazioni Generali , CRH PLC , Sumitomo Mitsui Trust Holdings Inc , Playtech PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury Note , Simon Property Group Inc , US Treasury Note , Equity Residential , US TREASURY TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Naspers Ltd Class N , Tencent Holdings Ltd , Taiwan Semiconductor Manufacturing Co Ltd , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for CEKYX investment picks
  • Holdings: ConnectOne Bancorp Inc , Federated National Holding Co , Eagle Bancorp Inc , Core-Mark Holding Co Inc , Teleflex Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Procter & Gamble Co , Johnson & Johnson , Nestle SA , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for clsyx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for snavx investment picks
  • Holdings: Gilead Sciences Inc , Nestle SA , Apple Inc , Sekisui Chemical Co., Ltd. , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for idgbx investment picks
  • Holdings: Exxon Mobil Corporation , Royal Dutch Shell PLC Class A , US Treasury TIP , Chevron Corp , Enbridge Inc ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for hrlcx investment picks
  • Holdings: AIA Group Ltd , NGK Spark Plug Co., Ltd. , Japan Tobacco Inc , LM Ericsson Telephone Company Class B , Inpex Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jciex investment picks
  • Holdings: BNP Paribas , Bayer AG ADR , Continental AG , Henkel AG & Co KGaA ADR , Industria De Diseno Textil SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for UMBWX investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Health Care REIT, Inc. , Public Storage , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for setax investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for tndyx investment picks
  • Holdings: Huntington Dividend Capture Instl , Huntington International Equity Instl , Huntington EcoLogical Strategy ETF , Huntington US Equity Rotation Strat ETF , Huntington Situs Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hgrfx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , HSBC Hldgs (UK) (2nd) , Allianz SE , AXA SA , iShares MSCI EAFE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for nivlx investment picks
  • Holdings: Apple Inc , S&P 500 Index Future Dec14 , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for nmimx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Oppenheimer Developing Markets A , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for mxzlx investment picks
  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class A , Hewlett-Packard Co , Cigna Corp , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for jcvhx investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Real Return Instl , PIMCO Income Instl , AllianzGI Short Duration High Inc Instl , AllianzGI US Managed Volatility Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for aglrx investment picks
  • Holdings: First Trust Health Care AlphaDEX® ETF , First Trust Japan AlphaDEX® ETF , First Trust Cnsmr Staples AlphaDEX® ETF , First Trust Europe AlphaDEX® ETF , First Trust Technology AlphaDEX® ETF ,
  • Category: Mid-Cap Blend
Sign-up for SPGFX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for mhnbx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , Hon Hai Precision Ind Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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Funds From: acryx - American Beacon Retire Inc & Apprec Y to fomax - Fidelity Advisor Muni Inc 2021 A
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