Premium Funds From: rfncx - American Funds Fundamental Invs R3 to lpsfx - BlackRock LifePath 2040 K


  • Holdings: Microsoft Corp , Comcast Corp Class A , Amazon.com Inc , Philip Morris International Inc , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Amazon.com Inc , Philip Morris International Inc , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Amazon.com Inc , Philip Morris International Inc , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Johnson & Johnson , Home Depot Inc , Wells Fargo & Co , Unibail-Rodamco SE ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Johnson & Johnson , Home Depot Inc , Wells Fargo & Co , Unibail-Rodamco SE ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Johnson & Johnson , Home Depot Inc , Wells Fargo & Co , Unibail-Rodamco SE ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , JPMorgan Chase & Co , Medtronic Inc , Pfizer Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , JPMorgan Chase & Co , Medtronic Inc , Pfizer Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Nestle SA , Bouygues , Mandarin Oriental International Ltd , Acco Brands 6.75% ,
  • Category: World Allocation
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  • Holdings: Microsoft Corp , Nestle SA , Bouygues , Mandarin Oriental International Ltd , Acco Brands 6.75% ,
  • Category: World Allocation
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  • Holdings: Microsoft Corp , Yahoo! Inc , Celgene Corp , MasterCard Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Yahoo! Inc , Celgene Corp , MasterCard Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Minerals Technologies Inc , South State Corp , Pebblebrook Hotel Trust , Western Alliance Bancorp , LaSalle Hotel Properties ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Mini DJ Industrial Avg ($5) Future Dec14 , Visa Inc Class A , Goldman Sachs Group Inc , International Business Machines Corp , 3M Co ,
  • Category: Trading-Leveraged Equity
Sign-up for udpix investment picks
  • 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: MIP Active Stock Master , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , iShares Cohen & Steers REIT , BlackRock CoreAlpha Bond Investor A ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: MIP Active Stock Master , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , iShares Cohen & Steers REIT , BlackRock CoreAlpha Bond Investor A ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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Premium Funds From: rfncx - American Funds Fundamental Invs R3 to lpsfx - BlackRock LifePath 2040 K
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