Funds From: lmcfx - Lord Abbett Mid Cap Stock F - Morningstar 3 Star Rated Fund to uiscx - USAA Small Cap Stock Institutional - Morningstar 3 Star Rated Fund


  • Holdings: Hartford Financial Services Group Inc , XL Group PLC , M&T Bank Corp , Cimarex Energy Co , Invesco Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • 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: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Diversified Intl Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Belden Inc , Helen of Troy, Ltd. , Charles River Laboratories International Inc , Mueller Industries Inc , G & K Services Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for frorx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% , Turkey(Rep Of) 3% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Willis Group Holdings PLC , Hub Group Inc Class A , Boston Scientific Inc , Cimarex Energy Co , Brown & Brown Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ongix investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds AMCAP R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Intel Corp , Eli Lilly and Co , Apache Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dieqx investment picks
  • Holdings: General Electric Co , Pfizer Inc , Boeing Co , Comcast Corp Class A , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for icawx investment picks
  • Holdings: Integrys Energy Group Inc , Valero Energy Corp , Verizon Communications Inc , DTE Energy Holding Co , Transocean Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for tvvax investment picks
  • Holdings: Proofpoint Inc , Zoe's Kitchen Inc , Digimarc Corporation , LDR Holding Corp , RF Micro Devices Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Gold Bullion Comex Eligible , Gold/US Golden Eagles , Gold Canadian Maple Leaf , Silver Bullion Comex Eligible , US Treasury Bond 6% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for prpfx investment picks
  • Holdings: Voya US Bond Index I , Voya Intermediate Bond R6 , VY T. Rowe Price Capital Appreciation I , Voya Short Term Bond R6 , VY BlackRock Inflation Protected Bond I ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for isoix investment picks
  • Holdings: Altria Group Inc , Pfizer Inc , Apple Inc , American Electric Power Co Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dqicx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl , JPMorgan Growth Advantage R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for smtcx investment picks
  • Holdings: General Electric Co , Boeing Co , Monsanto Co , Pfizer Inc , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
Sign-up for tohax investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for diisx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhfix investment picks
  • Holdings: Teleflex Inc , American Campus Communities Inc , Owens & Minor Inc , Hospira Inc , Waters Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for mmcvx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for PACAX investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Strategic Real Return , Fidelity® Government Income , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for framx investment picks
  • Holdings: Diebold Inc , Belden Inc , Haemonetics Corp , First Niagara Financial Group Inc , Helen of Troy, Ltd. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for uiscx investment picks
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Funds From: lmcfx - Lord Abbett Mid Cap Stock F - Morningstar 3 Star Rated Fund to uiscx - USAA Small Cap Stock Institutional - Morningstar 3 Star Rated Fund
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