Funds From: mtsmx - BNY Mellon Tx Snstv Lg Cp Mlt-Strat M - Morningstar 3 Star Rated Fund to mblnx - Madison Diversified Income B - Morningstar 3 Star Rated Fund


  • Holdings: Dreyfus Research Growth Y , Dreyfus Strategic Value Y , BNY Mellon Income Stock M , Apple Inc , Merck & Co Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Growth Portfolio I , VY T. Rowe Price Growth Equity I , Voya Large Cap Value R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Royal Dutch Shell PLC Class A , Nestle SA , Novartis AG , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , iShares MBS , SPDR® Barclays International Trs Bd ETF , Vanguard Small-Cap ETF , CVS Health Corp ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Weatherford International PLC , General Electric Co , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Hospira Inc , Cadence Design Systems Inc , Reinsurance Group of America Inc , UGI Corp , Foot Locker Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: United Rentals Inc , NXP Semiconductors NV , B/E Aerospace Inc , Whiting Petroleum Corp , Fortune Brands Home & Security Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Alpha Opportunities NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Universal Electronics Inc , Synchronoss Technologies Inc , Greenbrier Companies Inc , Tyler Technologies Inc , Synaptics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Dryden Core Invt , Apple Inc , 2 Year US Treasury Note Future Dec14 , Johnson & Johnson , General Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Pike Corp , Ultra Petroleum Corp , Newalta Corp , Brookfield Property Partners LP , Zimmer Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for atdyx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for tmmdx investment picks
  • Holdings: Pandora AS , Fanuc Corp , Sanofi , Constellation Software Inc , Naspers Ltd Class N ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge International Value IS , QS Batterymarch Intl Eq IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity National Financial Inc , McKesson Corp , CIT Group Inc , Facebook Inc Class A , Rackspace Hosting Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson Controls Inc , Eaton Corp PLC , Cosan Ltd , Quanta Services Inc , Covanta Holding Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Prologis Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Aozora Bank Ltd , Smurfit Kappa Group PLC , Immofinanz Immobilien Anlagen AG , Buzzi Unicem , Catlin Group Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Prologis Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Centene Corp , Edwards Lifesciences Corp , PrivateBancorp Inc , Deluxe Corp , Bristow Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Travelers Companies Inc , Johnson & Johnson , Procter & Gamble Co , Microsoft Corp , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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Funds From: mtsmx - BNY Mellon Tx Snstv Lg Cp Mlt-Strat M - Morningstar 3 Star Rated Fund to mblnx - Madison Diversified Income B - Morningstar 3 Star Rated Fund
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