Premium Funds From: cblax - Columbia Balanced A to blpax - American Funds Balanced Portfolio A


  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 1.375% , US Treasury Note 0.375% , LyondellBasell Industries NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: NRG Yield Inc , Crown Holdings Inc , Air Lease Corp Class A , Digital Realty Trust Inc , Owens-Illinois Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Great-West MFS International Value Init , Great-West Goldman Sachs MidCap Val Init , Great-West T. Rowe Price Equity Inc Init , Great-West Putnam Equity Income Init , Great-West Templeton Global Bond Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West International Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Frontier Communications Corp Class B , KKR & Co LP , EPR Properties , BP Prudhoe Bay Royalty Trust , Vanguard Natural Resources LLC ,
  • Category: Moderate Allocation
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Intermediate Bond I , Columbia Corporate Income I , Columbia Contrarian Core I , Columbia US Government Mortgage I , Columbia Income Opportunities I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHancock Strategic Income Opps NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Short Duration Credit Opps NAV , JHFunds2 Active Bond NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: American Century Diversified Bond Inv , American Century Equity Growth Inv , American Century Growth Inv , American Century International Gr Inv , American Century Large Company Val Inv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Freeport-McMoRan Inc , Johnson & Johnson , Schlumberger NV , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: VALIC Company II Core Bond , VALIC Company I Stock Index , VALIC Company II Strategic Bond , VALIC Company I International Equities , VALIC Company I Foreign Value ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , PepsiCo Inc , Novartis AG ADR , Jpmorgan Chase Pfd , General Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Microsoft Corp , Intel Corp , Amphenol Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Microsoft Corp , Intel Corp , Amphenol Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Hartford Total Return Bond Y , Hartford Dividend & Growth Y , Hartford Capital Appreciation Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , US Treasury Note 2% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsanx investment picks
  • Holdings: US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , Apple Inc , Chevron Corp , Fannie Mae 3.5% 30 Year ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for fbakx investment picks
  • Holdings: Apple Inc , US Treasury Note 0.875% , Bank of America Corporation , Fannie Mae 3.5% 30 Year , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for fpukx investment picks
  • Holdings: Vanguard Small Cap Value ETF , iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Market , Vanguard S&P 500 ETF , Fidelity Spartan® Intl Idx Advtg ,
  • Category: Moderate Allocation
Sign-up for us66537u6507 investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Mid-Cap , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 1.375% , US Treasury Note 0.375% , LyondellBasell Industries NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jabnx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for blpcx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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Premium Funds From: cblax - Columbia Balanced A to blpax - American Funds Balanced Portfolio A
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