Funds From: cllrx - Columbia Small Cap Core R5 - Morningstar 3 Star Rated Fund to pgeox - George Putnam Balanced A Load Waived - Morningstar 3 Star Rated Fund


  • Holdings: Providence Service Corp , OFG Bancorp , Staar Surgical , John Wiley & Sons Inc Class A , Air Methods Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for cllrx investment picks
  • Holdings: Johnson & Johnson , Chevron Corp , Microsoft Corp , JPMorgan Chase & Co , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sdvsx investment picks
  • Holdings: Lowe's Companies Inc , Google Inc Class C , Schlumberger NV , Visa Inc Class A , American Express Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for uslix investment picks
  • Holdings: Greif Inc Class A , Dana Holding Corp , Esterline Technologies , Highwoods Properties Inc , Stone Energy Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for cuurx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Industrial And Commercial Bank Of China Ltd H Shares , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for ssemx investment picks
  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rebhx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for obfix investment picks
  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for siiax investment picks
  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Market , US Treasury TIP , US TREASURY TIP , US Treasury TIP 0.125% ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for ltgbx investment picks
  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , MSCI Emerging Market Index Future June14 , MSCI EAFE Index Future June14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dfbrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for aabdx investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scupx investment picks
  • Holdings: Strattec Security Corp , United Insurance Holdings Corp , Korn/Ferry International , Park-Ohio Holdings Corp , Stone Energy Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for cscvx investment picks
  • Holdings: Fidelity Spartan® Extended Mkt Index Inv , E-mini S&P MidCap 400 Index Future Mar14 , Columbia Acorn R5 , Meridian Growth Legacy , Champlain Small Company Adv ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for fscfx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for pxasx investment picks
  • Holdings: Merck & Co Inc , 3M Co , Eli Lilly and Co , Raytheon Co , AstraZeneca PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for chdvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for msbax investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mckax investment picks
  • Holdings: American Express Co , Wells Fargo & Co , Bank of New York Mellon Corp , Markel Corporation , American International Group Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for dfibx investment picks
  • Holdings: Johnson & Johnson , Bank of America Corporation , Wells Fargo & Co , Chevron Corp , UnitedHealth Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for olvax investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for fatwx investment picks
  • Holdings: New Jersey Resources Corporation , Andersons, Inc. , Tech Data Corp , Royal Gold Inc , LTC Properties Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for dascx investment picks
  • Holdings: Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Small Cap I , Calvert International Opportunities I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for caaax investment picks
  • Holdings: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Mitsui Fudosan Co Ltd , General Growth Properties Inc , Boston Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for dlpcx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , Pioneer Natural Resources Co , Schlumberger NV , Concho Resources Inc , Exxon Mobil Corporation ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for PRNEX investment picks
  • Holdings: Rite Aid Corp , Portland General Electric Co , CYS Investments Inc , Tivo Inc , Iconix Brand Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for psoax investment picks
  • Holdings: United Technologies Corp , Procter & Gamble Co , Johnson & Johnson , Pfizer Inc , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for trulx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for nncix investment picks
  • Holdings: Zimmer Holdings Inc , Biogen Idec Inc , Schlumberger NV , Jabil Circuit Inc , Cummins Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for phblx investment picks
  • Holdings: US Treasury Note 1% , US Treasury Note 3.5% , Exxon Mobil Corporation , US Treasury Note 0.75% , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pgeox investment picks
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Funds From: cllrx - Columbia Small Cap Core R5 - Morningstar 3 Star Rated Fund to pgeox - George Putnam Balanced A Load Waived - Morningstar 3 Star Rated Fund
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