Funds From: CTSEX - American Funds College 2027 529-E to unacx - Waddell & Reed Accumulative A LW


  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: Techtronic Industries Co Ltd , Yes Bank Ltd , Quinenco SA , IDFC Ltd , Yue Yuen Industrial holdings ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Bond 3% , Guggenheim Strategy I , Ultra Treasury Bond Future Mar15 ,
  • Category: Trading-Leveraged Debt
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Guggenheim Strategy I , Freescale Semiconductor Ltd , CommScope Holding Co Inc , Hologic Inc , Alaska Air Group Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya US Bond Index Port I , VY BlackRock Inflation Protected Bond I , Voya Short Term Bond R6 , Voya Global Bond R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , JPMorgan Chase & Co , General Electric Co , Chevron Corp , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC , Nestle SA , Unilever PLC , Reckitt Benckiser Group PLC , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Applied Materials Inc , Wal-Mart Stores Inc , Bank of America Corporation , Citigroup Inc , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Bank of America Corporation , Berkshire Hathaway Inc Class B , Citigroup Inc , U.S. Bancorp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: DSV AS , Nestle SA , Burberry Group PLC , CALBEE Inc , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for TRRJX investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Apple Inc , CVS Health Corp , UnitedHealth Group Inc , Allergan Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Mitsubishi Estate , Sun Hung Kai Properties Ltd , Mitsui Fudosan Co Ltd , LEG Immobilien AG , UOL Group Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for firtx investment picks
  • Holdings: Apple Inc , Kansas City Southern Inc , Allergan Inc , L Brands Inc , Canadian Pacific Railway Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: CTSEX - American Funds College 2027 529-E to unacx - Waddell & Reed Accumulative A LW
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