Premium Funds From: rbjtx - American Funds 2015 Trgt Date Retire R2 to ongax - JPMorgan Investor Growth A


  • Holdings: American Funds Income Fund of Amer R6 , American Funds Capital Income Bldr R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , US Treasury Bond 3.875% , Comcast Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Canadian Pacific Railway Ltd , AIA Group Ltd , Brenntag AG , Royal Dutch Shell PLC ADR Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Incyte Corp Ltd , Manhattan Associates Inc , Tyler Technologies Inc , Cantel Medical Corp , Blackbaud Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA 4.5% TBA , FNMA 4% TBA , Oppenheimer Ultra-Short Duration Y , FNMA , PPL Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: UniFirst Corp , Bed Bath & Beyond Inc , AVX Corp , Meredith Corp , Children's Place Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Gartner Inc Class A , Idexx Laboratories , Illumina Inc , Vail Resorts Inc , Fleetcor Technologies, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Mednax Inc , Avnet Inc , Comerica Inc , Parker Hannifin Corp , Regal-Beloit Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: A P Moller Maersk AS Class B , Direct Line Insurance Group PLC , Accor SA , Ageas NV , Volkswagen AG ,
  • Category: Europe Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: First American Financial Corp , KKR & Co LP , Lazard Ltd , Gannett Co Inc , Western Union Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , Exxon Mobil Corporation , Costco Wholesale Corp , Sempra Energy ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Rexnord Corp , Solera Holdings Inc , Wesco International Inc , Sensient Technologies Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Motor Co , Continental Airls Cv 4.5% , General Motors Co , Mgm Resorts Intl Cv 4.25% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: A P Moller Maersk AS Class B , Direct Line Insurance Group PLC , Accor SA , Ageas NV , Volkswagen AG ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Mini Msci Eafe Mar15 Ifus 20150320 , Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class C , Google Inc Class A , Yahoo! Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Rexnord Corp , Solera Holdings Inc , Wesco International Inc , Sensient Technologies Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: First American Financial Corp , KKR & Co LP , Lazard Ltd , Gannett Co Inc , Western Union Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: HCA Holdings Inc , eBay Inc , Goldman Sachs Group Inc , JPMorgan Chase & Co , Intercontinental Exchange Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Essex Property Trust Inc , Health Care REIT, Inc. , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for pirex investment picks
  • Holdings: Acuity Brands Inc , CBRE Group Inc , Illumina Inc , Affiliated Managers Group Inc , Sherwin-Williams Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for jmgmx investment picks
  • Holdings: Wells Fargo & Co , Home Depot Inc , CVS Health Corp , Genuine Parts Co , Coca-Cola 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: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Large Cap Growth Select , JPMorgan Intrepid Growth Sel ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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Premium Funds From: rbjtx - American Funds 2015 Trgt Date Retire R2 to ongax - JPMorgan Investor Growth A
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