Funds From: iyecx - Ivy Tax-Managed Equity C to pehcx - PIMCO RealRetirement 2030 C


  • Holdings: Gilead Sciences Inc , Toyota Mtr Cr FRN , Apple Inc , Las Vegas Sands Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for iyecx investment picks
  • Holdings: Kirby Corp , Akorn Inc , VCA Inc , Hanover Insurance Group Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for rtscx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Hyundai Motor Co , Saic Motor Corp Ltd , AIA Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
Sign-up for jaqax investment picks
  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Bond I2 , Transamerica Large Cap Value I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for iclbx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , BP PLC , Johnson & Johnson , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for csrcx investment picks
  • Holdings: Chevron Corp , Exxon Mobil Corporation , BP PLC , Schlumberger NV , Anadarko Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for CNRRX investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Samsonite International SA , Itau Unibanco Holding SA ADR , Saic Motor Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for jmfax investment picks
  • Holdings: Union Pacific Corp , Rockwell Automation Inc , Precision Castparts Corp , Halliburton Co , Eaton Corp PLC ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for rriix investment picks
  • Holdings: Precision Castparts Corp , Canadian Pacific Railway Ltd , Celgene Corp , Salesforce.com Inc , Monsanto Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for jdcax investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ryecx investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Floating Income Instl , AllianzGI NFJ Global Dividend Val Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for asnax investment picks
  • Holdings: US Treasury Note 0.375% , US Treasury Note 0.25% , US Treasury Note 0.375% , Wells Fargo & Co , Oracle Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jpvsx investment picks
  • Holdings: Kennedy-Wilson Holdings Inc , Chatham Lodging Trust , Simon Property Group Inc , Kennedy Wilson Europe Real Estate Plc , CapitaLand Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for jerax investment picks
  • Holdings: SPDR S&P 500 , Time Warner Cable Inc , iShares Russell 2000 , Safeway Inc , Foster Wheeler AG ,
  • Category: Market Neutral
Sign-up for ceaix investment picks
  • Holdings: Janus International Equity N , Janus Global Bond N , INTECH International I , INTECH U.S. Value I , Janus Overseas N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jgcsx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , HSBC Hldgs (UK) (2nd) , Australia and New Zealand Banking Group Ltd , Allianz SE , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for CVFRX investment picks
  • Holdings: Tyco International Ltd , AIA Group Ltd , LM Ericsson Telephone Company Class B , Citigroup Inc , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for jorcx investment picks
  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for mxlfx investment picks
  • Holdings: Apple Inc , Schlumberger NV , Starwood Hotels & Resorts Worldwide Inc , Google Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for clgix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Home Depot Inc , AbbVie Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cgqrx investment picks
  • Holdings: Apple Inc , American Tower Corp , Google Inc Class C , Google Inc Class A , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jraix investment picks
  • Holdings: Green Plains Inc , Pioneer Energy Services Corp , Sanmina Corp , Central Garden & Pet Co Class A , Perry Ellis International Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for ryycx investment picks
  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year US TIPS Index ETF , Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for f00000lnmk investment picks
  • Holdings: SS&C Technologies Holdings Inc , Sensata Technologies Holding N.V. , Dresser-Rand Group Inc , Carter's Inc , Blackbaud Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for JGMIX investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO Real Return Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pehcx investment picks
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Funds From: iyecx - Ivy Tax-Managed Equity C to pehcx - PIMCO RealRetirement 2030 C
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