Funds From: ppnax - Putnam AMT - Free Municipal A LW - Morningstar 3 Star Rated Fund to dtmix - DFA Tax-Managed International Value - Morningstar 3 Star Rated Fund


  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for ppnax investment picks
  • Holdings: East West Bancorp Inc , iShares Russell 2000 Value , Synopsys Inc , ITT Corp , Berry Plastics Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for devlx investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Ameriprise Financial Inc , Celgene Corp , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for tcgnx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mltex investment picks
  • Holdings: Apple Inc , Celgene Corp , Visa Inc Class A , Microsoft Corp , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sdgcx investment picks
  • Holdings: Invesco Cayman Commodity Fund Iii H , US Treasury Note , US Treasury Note , US Treasury Note , PowerShares DB Gold ETF ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for ibrfx investment picks
  • Holdings: Cubist Pharmaceuticals Inc , Jazz Pharmaceuticals PLC , Quest Diagnostics Inc , United Continental Holdings Inc , Church & Dwight Company, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for tbegx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for kntax investment picks
  • Holdings: Lord Abbett International Opp I , Lord Abbett Value Opportunities I , Lord Abbett Small Cap Value I , Lord Abbett Developing Growth I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for alfrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for jcbrx investment picks
  • Holdings: Simon Property Group Inc , Ventas Inc , Prologis Inc , Mitsubishi Estate Co Ltd , General Growth Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for rrgax investment picks
  • Holdings: Facebook Inc Class A , Amazon.com Inc , Intuitive Surgical Inc , Illumina Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ialax investment picks
  • Holdings: Actavis PLC , Gilead Sciences Inc , Bristol-Myers Squibb Company , Celgene Corp , Central Cash Management Fd Central Cash Management Fd ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for suhax investment picks
  • Holdings: Chevron Corp , JPMorgan Chase & Co , Intel Corp , McKesson Corp , Hartford Financial Services Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lavyx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for fhaix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for ecscx investment picks
  • Holdings: Visa Inc Class A , Google Inc Class C , Google Inc Class A , Celgene Corp , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sggix investment picks
  • Holdings: VF Corp , AutoZone Inc , LinkedIn Corp Class A , Affiliated Managers Group Inc , LKQ Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for lmgyx investment picks
  • Holdings: Ross Stores Inc , Cimarex Energy Co , Whirlpool Corp , Mylan Inc , Lions Gate Entertainment Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for dimgx investment picks
  • Holdings: Simon Property Group Inc , Ventas Inc , Prologis Inc , General Growth Properties Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for rrrsx investment picks
  • Holdings: GMO International Equity IV , GMO Asset Allocation Bond VI , GMO US Equity Allocation VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eaaix investment picks
  • Holdings: Fidelity Cent Invt Portfolios , US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , US Treasury Note 1% , US Treasury Note 0.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ffimx investment picks
  • Holdings: Webster Financial Corp , Liberty Property Trust , Raymond James Financial Inc , American Eagle Outfitters , Allison Transmission Holdings Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for iivlx investment picks
  • Holdings: Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , China Mobile Ltd ADR , Industrial And Commercial Bank Of China Ltd H Shares , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for dfesx investment picks
  • Holdings: Markel Corporation , Ross Stores Inc , Brown & Brown Inc , Brookfield Asset Management Inc Class A , Copart Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for merax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for eanax investment picks
  • Holdings: BP PLC ADR , Novartis AG , Royal Dutch Shell PLC ADR Class B , Daimler AG , Allianz SE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dfivx investment picks
  • Holdings: SPDR® S&P 500 ETF , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mgocx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for HCBIX investment picks
  • Holdings: BP PLC ADR , Novartis AG , Daimler AG , Royal Dutch Shell PLC ADR Class B , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dtmix investment picks
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Funds From: ppnax - Putnam AMT - Free Municipal A LW - Morningstar 3 Star Rated Fund to dtmix - DFA Tax-Managed International Value - Morningstar 3 Star Rated Fund
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