Funds From: epapx - MainStay Epoch Global Choice A - Morningstar 3 Star Rated Fund to taibx - Target Intermediate-Term Bond T - Morningstar 3 Star Rated Fund


  • Holdings: CVS Health Corp , Anheuser-Busch Inbev SA , Citrix Systems Inc , Microsoft Corp , UnitedHealth Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 2.25 09/07/2023 , US Treasury Note 2% , Mexico (United Mexican States) 10 12/05/2024 , Germany (Federal Republic Of) 4.25 07/04/2017 ,
  • 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: Petroleo Brasileiro SA Petrobras ADR , Samsung Electronics Co Ltd , KB Financial Group Inc , China Construction Bank Corp H Shares , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Oracle Corporation , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Emerging Markets Bond I , Columbia High Yield Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Novo Nordisk A/S , CNOOC Ltd , Microsoft Corp , TJX Companies , Adobe Systems Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp , Mitsubishi Corp , Novartis AG , Vodafone Group PLC ADR , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 1.1% , Italy(Rep Of) 3.75% , KDDI Corp , Johnson & Johnson , Japan(Govt Of) 2.1% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHancock Strategic Income Opps NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Short Duration Credit Opps NAV , JHFunds2 Blue Chip Growth NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Oracle Corporation , Verizon Communications Inc , Apple Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for tdeix investment picks
  • Holdings: Iconix Brand Group Inc , Armstrong World Industries Inc , Investors Bancorp Inc , Integra Lifesciences Holdings Corp , Woodward Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Floating Rate Income NAV , JHancock Strategic Income Opps NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Holdings: ResMed Inc , TJX Companies , Automatic Data Processing , Schlumberger NV , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for tcilx investment picks
  • Holdings: Shire PLC ADR , Iberdrola SA , Beiersdorf AG , ICICI Bank Ltd ADR , E On SE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dainx investment picks
  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Lg Cap Val Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gipix investment picks
  • Holdings: Apple Inc , Chevron Corp , National Oilwell Varco Inc , General Electric Co , Noble Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mssax investment picks
  • Holdings: Apple Inc , Mondelez International Inc Class A , PepsiCo Inc , Philip Morris International Inc , Yum Brands Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bneqx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Capital One Financial Corp , Applied Materials Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for higcx investment picks
  • Holdings: Apple Inc , Silicon Motion Technology Corp ADR , Starbucks Corp , Taiwan Semiconductor Manufacturing Co Ltd ADR , Himax Technologies Inc ADR ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for upupx investment picks
  • Holdings: TCW Total Return Bond I , TCW Select Equities I , Metropolitan West Total Return Bond I , TCW Relative Value Large Cap I , TCW Relative Value Mid Cap I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tgpcx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Visa Inc Class A , Google Inc Class C , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for uiagx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for taibx investment picks
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Funds From: epapx - MainStay Epoch Global Choice A - Morningstar 3 Star Rated Fund to taibx - Target Intermediate-Term Bond T - Morningstar 3 Star Rated Fund
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