Funds From: ryecx - Rydex Energy C - Morningstar 3 Star Rated Fund to imoax - Transamerica Asset Allc Moderate A - Morningstar 3 Star Rated Fund


  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Union Pacific Corp , SBA Communications Corp , Rockwell Automation Inc , Foster Wheeler AG , Honeywell International Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , Industrial And Commercial Bank Of China Ltd H Shares , Ping An Insurance Group H Shares , China Construction Bank Corp H Shares , CSPC Pharmaceutical Group Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , HSBC Hldgs (UK) (2nd) , Allianz SE , Australia and New Zealand Banking Group Ltd , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: LyondellBasell Industries NV , AbbVie Inc , Chevron Corp , Apple Inc , Altria Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Salix Pharmaceuticals Ltd , Trinity Industries Inc , Patterson-UTI Energy Inc , Synovus Financial Corp , United Therapeutics Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Micron Technology Inc , 5 Year US Treasury Note Future Sept14 ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell Strategic Bond Y , Russell Emerging Markets Y , Russell US Core Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Blackbaud Inc , Carter's Inc , Cadence Design Systems Inc , Sally Beauty Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jvlbx investment picks
  • Holdings: Harbor Bond Institutional , Harbor Real Return Instl , Harbor High-Yield Bond Instl , Harbor Unconstrained Bond Instl , Harbor International Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Sherwin-Williams Co , SBA Communications Corp , Constellation Brands Inc Class A , Wynn Resorts Ltd , Affiliated Managers Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Dreyfus Intermediate Term Income I , Dreyfus Bond Market Index Basic , Dreyfus Short Duration Bond Z , Dreyfus Research Growth Z , Dreyfus High Yld I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Income Instl , AllianzGI US Managed Volatility Instl , AllianzGI NFJ International Value Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares , AIA Group Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , TIAA-CREF Social Choice Bond Instl , Pax MSCI International ESG Idx Instl , Praxis Intermediate Income I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Sanmina Corp , AerCap Holdings NV , Dana Holding Corp , Resolute Forest Products Inc , Healthsouth Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Growth I2 , Transamerica Dividend Focused I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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Funds From: ryecx - Rydex Energy C - Morningstar 3 Star Rated Fund to imoax - Transamerica Asset Allc Moderate A - Morningstar 3 Star Rated Fund
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