Funds From: pwmax - ESG Managers® Income Port A Load Waived - Morningstar 3 Star Rated Fund to ngipx - Columbia Marsico Growth Z - Morningstar 3 Star Rated Fund


  • Holdings: PIMCO Income Instl , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Parnassus Core Equity Institutional , Touchstone Premium Yield Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Lowe's Companies Inc , Precision Castparts Corp , Endo International PLC , Google Inc Class C , Delphi Automotive PLC ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for jdcrx investment picks
  • Holdings: Mini Msci Eafe Mar15 Ifus 20150320 , Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for arwox investment picks
  • Holdings: Chatham Lodging Trust , Kennedy-Wilson Holdings Inc , Simon Property Group Inc , Kennedy Wilson Europe Real Estate Plc , CapitaLand Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Atmos Energy Corp , Hartford Financial Services Group Inc , DTE Energy Holding Co , Computer Sciences Corp , KeyCorp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for umbmx investment picks
  • Holdings: Mltrfcf4 R Usl3m P 10/14/15 Ba , Ru10intr P Usl3m R 10/14/15 Ba , Utilities Select Sector SPDR® ETF , FNMA 4.5% TBA , FNMA ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Bayer AG , Roche Holding AG Dividend Right Cert. , Novartis AG , L'Oreal SA , Royal Dutch Shell PLC Class A ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for ceezx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Public Storage , Health Care REIT, Inc. , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Royal Dutch Shell PLC Class A , BP PLC , Rio Tinto PLC , Monsanto Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for cetrx investment picks
  • Holdings: AbbVie Inc , Chevron Corp , LyondellBasell Industries NV , Apple Inc , U.S. Bancorp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jagix investment picks
  • Holdings: Cisco Systems Inc , General Electric Co , Dow Chemical Co , Bank of America Corporation , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cevzx investment picks
  • 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
  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for bciax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fmtfx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ekhyx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , iShares MSCI EAFE , HSBC Hldgs (UK) (2nd) , Allianz SE , AXA SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for nvicx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for nmnax investment picks
  • Holdings: Apple Inc , S&P 500 Index Future Mar15 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for clibx investment picks
  • 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: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Mtn Group Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for jevax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for cimix investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for nyaax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rsptx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for ihicx investment picks
  • Holdings: Facebook Inc Class A , Canadian Pacific Railway Ltd , Apple Inc , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nfepx investment picks
  • Holdings: Total SA , AstraZeneca PLC , Royal Dutch Shell PLC Class A , Daimler AG , BP PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gidex investment picks
  • Holdings: Nuveen Tactical Market Opportunities I , Nuveen Dividend Value R6 , Nuveen High Yield Municipal Bond I , Nuveen International Growth I , Nuveen Tradewinds International Value I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsgyx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for jgbax investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Visa Inc Class A , Union Pacific Corp , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ngipx investment picks
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Funds From: pwmax - ESG Managers® Income Port A Load Waived - Morningstar 3 Star Rated Fund to ngipx - Columbia Marsico Growth Z - Morningstar 3 Star Rated Fund
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