Premium Funds From: urfrx - USAA Target Retirement 2040 to schax - QS Legg Mason Lifestyle Allocation 85% A


  • Holdings: USAA International Institutional , USAA Income Stock Institutional , USAA Emerging Markets Institutional , USAA Small Cap Stock Institutional , USAA Value Institutional ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Level 3 Communications Inc , FedEx Corp , Loews Corp , Cheung Kong Holdings Ltd , Chesapeake Energy Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Janus Global Bond N , Janus International Equity N , INTECH U.S. Value I , INTECH International I , Janus Diversified Alternatives N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Prologis Inc , NextEra Energy Inc , Wells Fargo & Co , Ventas Inc , Equity Residential ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Cognex Corp , Acuity Brands Inc , DexCom Inc , Bruker Corp , Teledyne Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Ultra Petroleum Corp , Capitol Federal Financial Inc , Gannett Co Inc , Hologic Inc , Compuware Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Delta Air Lines Inc , Microsoft Corp , Home Depot Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Sysco Corp , MKS Instruments Inc , Northern Trust Corp , Xylem Inc , Mosaic Co ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Prosperity Bancshares, Inc. , WellCare Health Plans Inc , Tenneco Inc , Cavium Inc , Russell 2000 Mini Sep14 Imeq 20140919 ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Sherwin-Williams Co , Constellation Brands Inc Class A , Affiliated Managers Group Inc , Wynn Resorts Ltd , ServiceNow Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Dril-Quip Inc , Healthcare Services Group Inc , Graco Inc , Sensata Technologies Holding N.V. , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Julius Baer Gruppe AG , Sugi Holdings Co., Ltd. , DGB Financial Group Co Ltd , Kaba Holding AG , Michael Page International PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Marathon Oil Corp , Exxon Mobil Corporation , MetLife Inc , Johnson & Johnson , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Ashtead Group PLC , Cobham PLC , Taylor Wimpey PLC , Inmarsat PLC , Vestas Wind Systems A/S ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Stamps.com Inc , KAR Auction Services Inc , G-III Apparel Group Ltd , Huron Consulting Group Inc , iRobot Corp ,
  • Category: Small Growth
  • 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: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , iShares TIPS Bond , International Tilts Master , BlackRock Small Cap Index A ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Hillshire Brands Co , Time Warner Cable Inc , Forest Laboratories Inc , American International Group Inc , Lamar Advertising Co Class A ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Schlumberger NV , EOG Resources Inc ,
  • Category: Large Growth
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  • Category: Inflation-Protected Bond
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Eni SpA , Banco Santander SA , Bayer AG , Siemens AG , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS , ClearBridge Appreciation IS , ClearBridge International Value IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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Premium Funds From: urfrx - USAA Target Retirement 2040 to schax - QS Legg Mason Lifestyle Allocation 85% A
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