Funds From: paadx - Putnam Dynamic Asset Allocation Bal R5 to ltbrx - AllianceBern 2005 Retirement Strat R


  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: LaSalle Hotel Properties , Equity Residential , Extra Space Storage Inc , Cemex SAB de CV ADR , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Kinder Morgan, Inc. , Time Warner Cable Inc , Spectra Energy Corp , Occidental Petroleum Corp , Baxter International Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: CLP Holdings Ltd , Loblaw Companies Ltd , Toronto-Dominion Bank , Canadian Imperial Bank of Commerce , National Bank of Canada ,
  • Category: Foreign Large Blend
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  • Holdings: Google Inc Class C , Gilead Sciences Inc , Facebook Inc Class A , Apple Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Cleco Corp , Empire District Electric Co , Capitol Federal Financial Inc , LifePoint Hospitals Inc , Umpqua Holdings Corp ,
  • Category: Small Blend
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  • Holdings: Voya US Bond Index I , Voya Intermediate Bond R6 , VY T. Rowe Price Capital Appreciation I , VY BlackRock Inflation Protected Bond I , Voya Short Term Bond R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Laboratory Corp of America Hldgs , Public Service Enterprise Group Inc , Pinnacle West Capital Corp , Eastman Chemical Co , Nordstrom Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Mitsubishi UFJ Financial Group Inc , Rakuten, Inc. , Toshiba Corp , T&D Holdings Inc , Mitsubishi Estate ,
  • Category: Japan Stock
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  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Value R6 , VY T. Rowe Price Growth Equity I , Voya Large Cap Growth Portfolio I ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Air Products & Chemicals Inc , CBS Corp Class B , Hyundai Motor Co , Tyco International Ltd ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Western Digital Corp , Macy's Inc , ManpowerGroup , Bunge Ltd , Huntington Ingalls Industries Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity Advisor® Ser Equity-Income , Fidelity® Series High Income , Fidelity® Series International Growth ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
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  • Holdings: Halliburton Co , Covidien PLC , Raytheon Co , Wells Fargo & Co , ConocoPhillips ,
  • Category: Large Value
Sign-up for CVLEX investment picks
  • Holdings: American Express Co , Wells Fargo & Co , Bank of New York Mellon Corp , Markel Corporation , American International Group Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class B , Novartis AG , GlaxoSmithKline PLC ADR , Rio Tinto PLC , Nippon Telegraph & Telephone Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for rrigx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Boston Properties Inc , AvalonBay Communities Inc , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for urtax investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Macys Retail Hldgs 7.45% , Equitable Life Assurn Soc U S 144A 7.7% ,
  • Category: Commodities Broad Basket
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  • Holdings: Waste Connections Inc , Jarden Corp , Associated Banc-Corp , Proassurance Corp , Silgan Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for jsezx investment picks
  • Holdings: United Technologies Corp , Johnson & Johnson , PepsiCo Inc , General Electric Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for paulx investment picks
  • Holdings: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Mitsui Fudosan Co Ltd , British Land Co PLC , Scentre Group ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for DGRPX investment picks
  • Holdings: Level 3 Communications Inc , Whole Foods Market Inc , Cerner Corp , Corning Inc , Expeditors International of Washington Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for TARKX investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for mmksx investment picks
  • Holdings: US Treasury Note , US Treasury TIP , US Treasury TIP , US Treasury TIP , iShares Core MSCI Emerging Markets ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for ltbrx investment picks
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Funds From: paadx - Putnam Dynamic Asset Allocation Bal R5 to ltbrx - AllianceBern 2005 Retirement Strat R
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