Funds From: wicax - InvestEd Conservative Load Waived to mtlfx - MFS Municipal Limited Maturity A LW


  • Holdings: Waddell & Reed Core Investment Y , Waddell & Reed Global Bond Y , Waddell & Reed Bond Y , Waddell & Reed Value Y , Toyota Mtr Cr FRN ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Shire PLC , Roche Holding AG , BT Group PLC , WPP PLC , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , iShares Core MSCI Emerging Markets , Petroleo Brasileiro SA Petrobras , Hana Financial Group Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Bristol-Myers Squibb Company , Merck & Co Inc , American International Group Inc , Activision Blizzard Inc , Chevron Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Bristol-Myers Squibb Company , Facebook Inc Class A , Google Inc Class C , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: DSV AS , Roche Holding AG , Mitsubishi UFJ Financial Group Inc , Anheuser-Busch Inbev SA , British American Tobacco PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide HighMark Short Term Bd Instl , Nationwide Portfolio Complt Instl , Nationwide Inflation-Protected Secs Inst , Nationwide S&P 500 Index Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: HSBC Holdings PLC , BP PLC , AstraZeneca PLC , Total SA , Roche Holding AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: ARRIS Group Inc , Aspen Technology Inc , Rite Aid Corp , RF Micro Devices Inc , Skechers USA Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 2.25 09/07/2023 , US Treasury Note 2% , Mexico (United Mexican States) 10 12/05/2024 , Germany (Federal Republic Of) 4.25 07/04/2017 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , Royal Dutch Shell PLC ADR Class A , Exxon Mobil Corporation , ConocoPhillips , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Holdings: HollyFrontier Corp , SL Green Realty Corp , Realty Income Corp , Fidelity National Financial Inc , Everest Re Group Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Sinclair Broadcast Group Inc , Japan Airlines Co Ltd , American International Group Inc , SPDR Gold Shares , Nexstar Broadcasting Group Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for bmcax investment picks
  • Holdings: National Bank of Canada , Canadian Imperial Bank of Commerce , ING Groep N.V. , Storebrand ASA , United Overseas Bank Ltd ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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Funds From: wicax - InvestEd Conservative Load Waived to mtlfx - MFS Municipal Limited Maturity A LW
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