Funds From: BERIX - Berwyn Income - Morningstar 5 Star Rated Fund to neflx - Loomis Sayles Ltd Term Govt and Age A LW - Morningstar 5 Star Rated Fund


  • Holdings: Navistar Intl Corp New Cv 3% , Nuance Comms Cv 2.75% , Tibco Software Cv 2.25% , Cliffs Natural Resources Inc ADR , Hospira 5.6% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Lewisville Tex Combination Con Ref 5.8% , Apple Inc , Oneida Cnty N Y Indl Dev Agy C Civic Fac , Metropolitan Transn Auth 5% , Rockport Ind Pollution Ctl Rev Po 4.625% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Nasdaq 100 E-Mini Sep14 Xcme 20140919 , Google Inc Class C , Intel Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Guangdong Investment Ltd , Minth Group Ltd , Greatview Aseptic Packaging Co Ltd , Shenzhou International Group Holdings Ltd , Yum Brands Inc ,
  • Category: China Region
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , Johnson & Johnson , Microsoft Corp , Exxon Mobil Corporation , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for agdrx investment picks
  • Holdings: Russian Federation 7.5% , Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Plains All American Pipeline LP , Harbinger Grp 7.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Biogen Idec Inc , Amgen Inc , Eli Lilly and Co , Roche Holding AG , FedEx Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Agios Pharmaceuticals Inc , Medivation Inc , TRW Automotive Holdings Corp , Palo Alto Networks Inc , EOG Resources Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Danone , Nestle SA , Kao Corp , Reckitt Benckiser Group PLC , KDDI Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for eigox investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Newell Rubbermaid Inc , Crown Holdings Inc , NASDAQ OMX Group, Inc. , PerkinElmer Inc , Xerox Corporation ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Williams Companies Inc , Enbridge Inc , AT&T Inc , Verizon Communications Inc , TransCanada Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for TGMNX investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 5 Stars
Sign-up for nxohx investment picks
  • Holdings: Samsung Electnc Pfd , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Bank Bradesco ADR , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: TransCanada Corp , Williams Companies Inc , National Grid PLC , Enbridge Inc , American Tower Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for utlax investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for neflx investment picks
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Funds From: BERIX - Berwyn Income - Morningstar 5 Star Rated Fund to neflx - Loomis Sayles Ltd Term Govt and Age A LW - Morningstar 5 Star Rated Fund
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