Premium Funds From: srjax - JPMorgan SmartRetirement® 2035 A to swhgx - Schwab MarketTrack Growth


  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R6 , JPMorgan US Equity R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Us 10yr Note Fut Dec14 , Can 10yr Bond Fut Dec14 , Long Gilt Fut Dec14 , Aust 10y Bond Fut Dec14 , Jpn 10y Bond Fut Dec14 ,
  • Category: Tactical Allocation
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  • Holdings: Wal-Mart Stores Inc , Applied Materials Inc , Bank of America Corporation , Google Inc Class C , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Hanesbrands Inc , Clean Harbors Inc , Western Union Co , Centene Corp , AGCO Corp ,
  • Category: Mid-Cap Blend
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  • Holdings: Enbridge Inc , AltaGas Ltd , Cimarex Energy Co , Cabot Oil & Gas Corp Class A , EQT Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
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  • Holdings: Bank of America Corporation , Citigroup Inc , Thermo Fisher Scientific Inc , Qualcomm Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Darling Ingredients Inc , Diebold Inc , Clean Harbors Inc , AGCO Corp , Centene Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Darling Ingredients Inc , Diebold Inc , Clean Harbors Inc , AGCO Corp , Centene Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Harman International Industries Inc , Haemonetics Corp , Laboratory Corp of America Hldgs , CoreLogic, Inc. , Global Payments Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Sigma-Aldrich Corp , Johnson & Johnson , Walt Disney Co , Exxon Mobil Corporation , Archer-Daniels Midland Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock CoreAlpha Bond Investor A , MIP Active Stock Master , iShares TIPS Bond , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , iShares TIPS Bond , BlackRock Russell 1000 Index T ,
  • Category: Target Date 2016-2020
  • 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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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Altria Group Inc , AT&T Inc , Kraft Foods Group Inc , Reynolds American Inc , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Altria Group Inc , AT&T Inc , Kraft Foods Group Inc , Reynolds American Inc , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Altria Group Inc , AT&T Inc , Kraft Foods Group Inc , Reynolds American Inc , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Cigna Corp , Pfizer Inc , Oracle Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: RF Micro Devices Inc , JetBlue Airways Corp , Jack In The Box Inc , Idacorp Inc , Deluxe Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , S+p500 Emini Fut Mar15 Xcme 20150320 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Pfizer Inc , Lowe's Companies Inc , PepsiCo Inc , Kroger Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Schwab Total Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Short-Term Bond Market ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Pfizer Inc , JPMorgan Chase & Co , Merck & Co Inc , Wells Fargo & Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Laudus International MarketMasters Sel , Schwab Small-Cap Equity ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Holdings: Pfizer Inc , Johnson & Johnson , Gilead Sciences Inc , Amgen Inc , Merck & Co Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Schwab S&P 500 Index , Schwab Small Cap Index , Schwab International Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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Premium Funds From: srjax - JPMorgan SmartRetirement® 2035 A to swhgx - Schwab MarketTrack Growth
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