Funds From: clerx - AdvisorOne Clermont N - Morningstar 3 Star Rated Fund to pacax - Putnam Dynamic Asset Allocation Cnsrv A - Morningstar 3 Star Rated Fund


  • Holdings: Vanguard Dividend Apprec Idx ETF , iShares TIPS Bond , iShares Floating Rate Bond , PIMCO Enhanced Short Maturity ETF , PowerShares Intl Dividend Achievers ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Global Consumer Y , Putnam Global Financial Y , Putnam Global Natural Resources Y , Putnam Global Technology Y , Putnam Global Health Care Y ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Gs Cayman Blocker , FNMA , US TREASURY TIP , FHLMC CMO , US Treasury Bond 3.625% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Novo Nordisk A/S , Schlumberger NV , CIE FINANCIERE RICHEMONT SA , Pandora AS ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Visa Inc Class A , Gilead Sciences Inc , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pgomx investment picks
  • Holdings: Lockheed Martin Corp , Kraft Foods Group Inc , Total SA , Federated Investors, Inc. Class B , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ibutx investment picks
  • Holdings: Toyota Motor Corp , AstraZeneca PLC , Sanofi , Deutsche Post AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for povmx investment picks
  • Holdings: Ultra Petroleum Corp , Orion Marine Group Inc , International Rectifier , Newalta Corp , Zimmer Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for atdbx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Portfolio Complt Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for nwmcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pbmmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for degbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pbmnx investment picks
  • Holdings: Jazz Pharmaceuticals PLC , Cubist Pharmaceuticals Inc , Manhattan Associates Inc , ITT Educational Services, Inc. , Generac Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for psgrx investment picks
  • Holdings: Google Inc Class A , Gilead Sciences Inc , Apple Inc , Visa Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pvoex investment picks
  • Holdings: Apple Inc , Roche Holding AG , Valero Energy Corp , ITV PLC , Lockheed Martin Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for smyix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for naicx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mrbcx investment picks
  • Holdings: Manhattan Associates Inc , RF Micro Devices Inc , Hyster-Yale Materials Handling Inc Class A , American Equity Investment Life Holding Co , PrivateBancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lmsix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Wells Fargo & Co , General Electric Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for gteyx investment picks
  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.25% , US Treasury Note 0.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for apbax investment picks
  • Holdings: Synaptics Inc , DST Systems, Inc. , Alliant Techsystems Inc , Darling Ingredients Inc , Steris Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for qrsvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for gdfrx investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Chevron Corp , US Treasury Note 1.25% , E-mini S&P 500 Index Future June14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for faisx investment picks
  • Holdings: Universal Electronics Inc , Interactive Intelligence Group Inc , Tyler Technologies Inc , Gulfport Energy Corp , Columbus McKinnon Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for tetax investment picks
  • Holdings: Brown-Forman Corp Class B , Apple Inc , Ralph Lauren Corp , Las Vegas Sands Corp , Roche Holding AG ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for lggax investment picks
  • Holdings: Actavis PLC , Wynn Resorts Ltd , B/E Aerospace Inc , NXP Semiconductors NV , PPG Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vgrrx investment picks
  • Holdings: BNP Paribas , BT Group PLC , British American Tobacco PLC , AXA SA , Sumitomo Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for sciix investment picks
  • Holdings: Cigna Corp , WellPoint Inc , Hartford Financial Services Group Inc , Ameriprise Financial Inc , NetApp Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for smvfx investment picks
  • Holdings: FNMA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-04-01 , CVS Caremark Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pacax investment picks
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Funds From: clerx - AdvisorOne Clermont N - Morningstar 3 Star Rated Fund to pacax - Putnam Dynamic Asset Allocation Cnsrv A - Morningstar 3 Star Rated Fund
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