Funds From: CFXRX - Columbia Flexible Capital Income R5 - Morningstar 3 Star Rated Fund to ptvax - PNC Total Return Advantage A LW - Morningstar 3 Star Rated Fund


  • Holdings: Chesapeake Engy Pfd 144A , Verizon Communications Inc , Navistar Intl Corp New 144A Cv 4.75% , Kindred Escrow Corp Ii 144A 8% , Cisco Systems Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for CFXRX investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fnmtx investment picks
  • Holdings: Nestle SA , Royal Dutch Shell PLC ADR Class B , Novartis AG ADR , BP PLC ADR , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for DFTWX investment picks
  • Holdings: Belden Inc , Helen of Troy, Ltd. , Charles River Laboratories International Inc , Mueller Industries Inc , G & K Services Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for mysvx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager Large Cap Core Port I , Voya Multi-Manager Mid Cap Value I , Voya Global Bond R6 , Voya Large Cap Growth Port I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for iszsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for lcrax investment picks
  • Holdings: FNMA 4% TBA , Govt Natl Mtg Asso 3.5% , FNMA , Apple Inc , Fed Natl Mort Assc 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pabax investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Value Advantage Instl , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for jsmax investment picks
  • Holdings: FNMA 4% TBA , Govt Natl Mtg Asso 3.5% , FNMA , Fed Natl Mort Assc 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paccx investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for pltfx investment picks
  • Holdings: United Technologies Corp , Pfizer Inc , Abbott Laboratories , Procter & Gamble Co , Devon Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dhlyx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fazix investment picks
  • Holdings: Spirit Airlines Inc , Proofpoint Inc , iShares Russell 2000 Growth , Ultimate Software Group Inc , Asbury Automotive Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for BNMCX investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for padmx investment picks
  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Dividend Focused I2 , Transamerica Large Cap Value I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for icvrx investment picks
  • Holdings: General Electric Co , Comcast Corp Class A , Pfizer Inc , Boeing Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for icswx investment picks
  • Holdings: Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Energy Select Sector SPDR® ETF , Deutsche Post AG ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pcbax investment picks
  • Holdings: Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Energy Select Sector SPDR® ETF , Deutsche Post AG ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for brbcx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHancock Strategic Income Opps NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for jlefx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for aahtx investment picks
  • Holdings: TJX Companies , Nike Inc Class B , MasterCard Inc Class A , Adobe Systems Inc , AIA Group Ltd ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for dglcx investment picks
  • Holdings: Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Energy Select Sector SPDR® ETF , Deutsche Post AG ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for PCBAX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for itbrx investment picks
  • Holdings: iShares Russell Mid-Cap Growth , Panera Bread Co Inc Class A , Align Technology Inc , Brookdale Senior Living Inc , Advance Auto Parts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for frsrx investment picks
  • Holdings: Celgene Corp , Facebook Inc Class A , Apple Inc , Starbucks Corp , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for vallx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHancock Strategic Income Opps NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for jleax investment picks
  • Holdings: Randgold Resources Ltd ADR , B2Gold Corp , Agnico Eagle Mines Ltd , Royal Gold Inc , Franco-Nevada Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for iniix investment picks
  • Holdings: Apple Inc , Citigroup Inc , Mondelez International Inc Class A , Comcast Corp Class A , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mmssx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , OAO Lukoil ADR , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Ccb-H ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for vmmsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ptvax investment picks
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Funds From: CFXRX - Columbia Flexible Capital Income R5 - Morningstar 3 Star Rated Fund to ptvax - PNC Total Return Advantage A LW - Morningstar 3 Star Rated Fund
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