Funds From: oryyx - Oppenheimer Rochester MD Municipal Y - Morningstar 4 Star Rated Fund to itacx - Transamerica Short-Term Bond C - Morningstar 4 Star Rated Fund


  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , Actavis PLC , Apple Inc , EMC Corp , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Seiko Epson Corp , Berkeley Group Holdings (The) PLC , Man Group PLC , Aperam , Amlin PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Total SA , BP PLC , Basf SE , Royal Dutch Shell PLC Class A , Telefonica SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 2.25% , US Treasury Note 1.75% , US Treasury Note 0.75% , US Treasury Note 1.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , Novartis AG , Gilead Sciences Inc , Altria Group Inc , Bayer AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Italy(Rep Of) 4.5% ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Deutsche Global Infrastructure Instl , Deutsche Floating Rate Institutional , Deutsche Enhanced Commodity Strat Instl , Deutsche Diversified Market Netrl Instl , SPDR┬« Barclays Convertible Secs ETF ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Union Pacific Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Celgene Corp , Home Depot Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Valspar Corp , Gorman-Rupp Co , Chubb Corp , Wells Fargo & Co , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC Class A , British American Tobacco PLC , Shire PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gitrx investment picks
  • Holdings: AXA SA , Novartis AG , Taiwan Semiconductor Manufacturing Co Ltd , EDP - Energias de Portugal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: General Electric Co , Wells Fargo & Co , Johnson & Johnson , Exxon Mobil Corporation , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for anefx investment picks
  • Holdings: Bank of the Ozarks Inc , PRA Group Inc , AmTrust Financial Services Inc , OSI Systems Inc , Manhattan Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 2000 Value , Esterline Technologies , Spectrum Brands Holdings Inc , Chesapeake Lodging Trust , CNO Financial Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , Novo Nordisk A/S , Samsung Electronics Co Ltd , International Container Terminal Services Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Northrop Grumman Corp , Broadcom Corp , Cardinal Health Inc , Waste Management Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ddiix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for msifx investment picks
  • Holdings: Gold , Galaxy Entertainment Group Ltd. , AIA Group Ltd , Las Vegas Sands Corp , Media Group Holdings Llc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for wasbx investment picks
  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for wshfx investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Siemens Financier ([Wts/Rts]) , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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Funds From: oryyx - Oppenheimer Rochester MD Municipal Y - Morningstar 4 Star Rated Fund to itacx - Transamerica Short-Term Bond C - Morningstar 4 Star Rated Fund
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