Funds From: aiblx - Cavanal Hill Balanced I - Morningstar 4 Star Rated Fund to sdscx - Dreyfus/The Boston Co Sm/Md Cp Gr I - Morningstar 4 Star Rated Fund


  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aiblx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Tencent Holdings Ltd. , China Mobile Ltd ADR , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for dfemx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for disfx investment picks
  • Holdings: VALIC Company I Stock Index , VALIC Company I Global Real Estate , VALIC Company I International Eqs Idx , VALIC Company I Blue Chip Growth , VALIC Company II Core Bond ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vaglx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
Sign-up for etmax investment picks
  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Emerging Markets Core Equity I , S+p500 Emini Fut Dec14 Xcme 20141219 ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for DSHGX investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mdcpx investment picks
  • Holdings: Pfizer Inc , AT&T Inc , JPMorgan Chase & Co , CVS Health Corp , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dflvx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for hhmbx investment picks
  • Holdings: United Technologies Corp , Procter & Gamble Co , Pfizer Inc , Abbott Laboratories , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dhlax investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for rbdtx investment picks
  • Holdings: Avis Budget Group Inc , Navigators Group , HCC Insurance Holdings Inc , iStar Financial Inc , Popular Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dhsmx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for jlbgx investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Short-Term Income Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pcssx investment picks
  • Holdings: Lorillard Inc , Altria Group Inc , Raytheon Co , Reynolds American Inc , MGM Resorts International ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vicex investment picks
  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for PAAEX investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Essex Property Trust Inc , Boston Properties Inc , Public Storage ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for drlix investment picks
  • Holdings: Merit Medical Systems Inc , NuVasive Inc , Hospira Inc , Teleflex Inc , Rouse Properties Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for mgcsx investment picks
  • Holdings: Capital One Financial Corp , Wells Fargo & Co , Medtronic Inc , JPMorgan Chase & Co , Stanley Black & Decker Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for uvalx investment picks
  • Holdings: Bank of America Corporation , Oracle Corporation , General Motors Co , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oakbx investment picks
  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Johnson & Johnson , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for mepax investment picks
  • Holdings: Uk Conv Gilt 2.25 09/07/2023 , Mexico (United Mexican States) 10 12/05/2024 , Australia (Commonwealth Of) 2.75 10/21/2019 , US Treasury Note 2% , US Treasury Note 2.375% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for malox investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for PRRDX investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Government Income ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for fioax investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Priceline Group Inc , Google Inc Class C , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mbclx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC ADR Class A , Schlumberger NV , Pioneer Natural Resources Co ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for vgenx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pldax investment picks
  • Holdings: Afes Fund Limited Cfc , FNMA 3% , FNMA 3.5% , FNMA 3% , US Treasury Bond 3.625% ,
  • Category: Managed Futures
  • Morningstar Rating: 4 Stars
Sign-up for EVOAX investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for anaix investment picks
  • Holdings: Synopsys Inc , Cooper Companies , Align Technology Inc , Airgas Inc , Catamaran Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for sdscx investment picks
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Funds From: aiblx - Cavanal Hill Balanced I - Morningstar 4 Star Rated Fund to sdscx - Dreyfus/The Boston Co Sm/Md Cp Gr I - Morningstar 4 Star Rated Fund
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