Premium Funds From: likkx - BlackRock Lifepath Index 2040 K to fgrrx - Franklin Global Real Estate A


  • Holdings: Blk Russell 1000 Index Master , Bond Index Master Portfolio , Blk Acwi Ex-Us Indx Lp Mf , iShares Core MSCI Total Intl Stk , iShares International Dev Rel Est ,
  • Category: Target Date 2036-2040
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  • Holdings: SPDR Barclays High Yield Bond , iShares iBoxx $ High Yield Corporate Bd , SPDR BarCap ST High Yield Bond ETF , Vanguard Intermediate-Term Bond ETF , Vanguard FTSE Europe ETF ,
  • Category: Conservative Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , Philip Morris International, Inc. , Coca-Cola Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Templeton Growth R6 , Mutual Shares R6 , Franklin Income R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Chevron Corp , Merck & Co Inc , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO 0-5 Year High Yld Corp Bd Idx ETF , AdvisorShares Peritus High Yield ETF , Northstar Realty Finance Corporation , Ares Capital Corporation , Solar Capital Ltd. ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , EOG Resources Inc , Anadarko Petroleum Corp , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: Nikkei 225 Stock Avg Index Future Mar14 , Roche Holding AG , Bayer AG , Australia and New Zealand Banking Group Limited , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google, Inc. Class A , S+p500 Emini Fut Mar14 Xcme 20140321 , Microsoft Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: CVS Caremark Corp , Apple Inc , Google Inc Class A , Qualcomm, Inc. , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Medtronic, Inc. , Schlumberger NV , Emerson Electric Co. , U.S. Bancorp , Exxon Mobil Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Prologis Inc , Royal Philips NV , NextEra Energy Inc , Roche Holding AG ADR , Ameren Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Encore Wire Corporation , American Airlines Group Inc , Trinity Industries, Inc. , FelCor Lodging Trust Inc , Shoe Carnival ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Microsoft Corporation , Wells Fargo & Co , Pfizer Inc , Amgen Inc , Home Depot, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Samsung Electronics Co Ltd , Itau Unibanco Holding S.A. , Hyundai Mobis Co., Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Gilead Sciences Inc , Galaxy Entertainment Group Ltd. , Netflix, Inc. , Google, Inc. Class A , Thermo Fisher Scientific Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Publicis Groupe Swap (Baml) , Omnicom Group, Inc. , Life Technologies Corp , Invensys Plc Swap (Jpm) , Lamar Advertising Co Class A ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
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  • Holdings: Financial Select Sector SPDR® , Technology Select Sector SPDR® , iShares 1-3 Year Credit Bond , PowerShares QQQ , Japan(Govt Of) 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Masonite International Corp , First Horizon National Corp , Con-way Inc , Kaiser Aluminum Corporation , Meritor Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Prudential PLC , Nestle SA , Roche Holding AG , Naspers Ltd , Svenska Handelsbanken Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: National Oilwell Varco, Inc. , Halliburton Company , Cameron International Corporation , Continental Resources Inc , Pioneer Natural Resources Company ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: Mitsui Fudosan Co., Ltd. , Mitsubishi Estate , Simon Property Group Inc , Unibail-Rodamco SE , Prologis Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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Premium Funds From: likkx - BlackRock Lifepath Index 2040 K to fgrrx - Franklin Global Real Estate A
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