Funds From: Symbol/Ticker: iibwx to Symbol/Ticker: iiisx


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , Coca-Cola Co , Johnson & Johnson , Wells Fargo & Co , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Shire PLC , Total SA , Teva Pharmaceutical Industries Ltd ADR , Bayer AG , Yahoo! Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: AstraZeneca PLC , Novartis AG , BP PLC , Anheuser-Busch Inbev SA , BG Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , Coca-Cola Co , Johnson & Johnson , Wells Fargo & Co , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Bank of New York Mellon Corp , Morgan Stanley , Norfolk Southern Corp , Lowe's Companies Inc , Freeport-McMoRan Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: AstraZeneca PLC , Novartis AG , BP PLC , Anheuser-Busch Inbev SA , BG Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Holdings: US Treasury Note , Simon Property Group Inc , US TREASURY TIP , US Treasury TIP 2.5% , Equity Residential ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note , Simon Property Group Inc , US TREASURY TIP , US Treasury TIP 2.5% , Equity Residential ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: BT Group PLC , Commonwealth Bank of Australia , BP PLC , Daimler AG , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: BT Group PLC , Commonwealth Bank of Australia , BP PLC , Daimler AG , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , Merck & Co Inc , Wells Fargo & Co , Dow Chemical Co , BP PLC ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for iifax investment picks
  • Holdings: Shire PLC , Total SA , Teva Pharmaceutical Industries Ltd ADR , Bayer AG , Yahoo! Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , Merck & Co Inc , Wells Fargo & Co , Dow Chemical Co , BP PLC ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: HSBC Holdings PLC , Royal Dutch Shell PLC Class A , BP PLC , GlaxoSmithKline PLC , British American Tobacco PLC ,
  • Category: Miscellaneous Region
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  • Holdings: Royal Dutch Shell PLC ADR Class A , Merck & Co Inc , Wells Fargo & Co , Dow Chemical Co , BP PLC ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , Merck & Co Inc , Wells Fargo & Co , Dow Chemical Co , BP PLC ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Osisko Mining Corp , Randgold Resources Ltd ADR , Royal Gold Inc , Tahoe Resources Inc , Franco-Nevada Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Roche Holding AG , Microsoft Corp , Total SA , Comcast Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Royal Dutch Shell PLC Class A , BG Group PLC , Novartis AG , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for iiiax investment picks
  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , iShares iBoxx $ High Yield Corporate Bd , SPDR Barclays High Yield Bond ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for iiipx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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Funds From: Symbol/Ticker: iibwx to Symbol/Ticker: iiisx
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