Funds From: minjx - MFS International Value R5 - Morningstar 5 Star Rated Fund to opcyx - Oppenheimer Rochester NC Municipal Y - Morningstar 5 Star Rated Fund


  • Holdings: Danone , Nestle SA , Kao Corp , KDDI Corp , Reckitt Benckiser Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 0.000 Jun 05 24 , Eur Irs 10yr Receiver (Db) 2.469 Sep 14 21 , Gbp Irs 10yr Receiver (Db) 1.992 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for dvrlx investment picks
  • Holdings: Corporate Office Properties Trust Inc , Everest Re Group Ltd , Cinemark Holdings Inc , Resources Connection Inc , NASDAQ OMX Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
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  • Holdings: US Treasury Note 2.75% , US Treasury Bond 3.75% , US Treasury Note 0.25% , US Treasury Bond 3.875% , US Treasury Note 1.625% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for CUVRX investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for IEIFX investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
Sign-up for MANKX investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for evgox investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 5 Stars
Sign-up for fsimx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for mmhax investment picks
  • Holdings: Mini Msci Eafe Sep14 Ifus 20140919 , Japan Aviation Electronics Industry Ltd , Ashtead Group PLC , Duerr AG , AerCap Holdings NV ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for focix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for ftnrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for lsigx investment picks
  • Holdings: Oracle Corporation , Amazon.com Inc , Qualcomm Inc , Google Inc Class A , Cisco Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for nesyx investment picks
  • Holdings: Micron Technology Inc , Aspen Technology Inc , Alliance Data Systems Corp , Cree Inc , Vertex Pharmaceuticals Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
Sign-up for ustbx investment picks
  • Holdings: Gentiva Health Services Inc , Big Lots Inc , Unifi Inc , Deluxe Corp , Kaiser Aluminum Corp ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
Sign-up for WSCVX investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for clbex investment picks
  • Holdings: E I du Pont de Nemours & Company , LyondellBasell Industries NV , Monsanto Co , Dow Chemical Co , Praxair Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 5 Stars
Sign-up for fschx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 0.75% , Msci Frontier Net Return Usd Swap , US Treasury Note 0.5% , US Treasury Note 0.75% ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for fromx investment picks
  • Holdings: Canadian Pacific Railway Ltd , American Tower Corp , Vinci , Ferrovial SA , Enbridge Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for aiafx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for VFIIX investment picks
  • Holdings: Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Laudus International MarketMasters Sel , Schwab Dividend Equity ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for swdrx investment picks
  • Holdings: Baidu Inc ADR , Petroleo Brasileiro SA Petrobras ADR , Housing Development Finance Corp Ltd , OJSC Magnit , Infosys Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for odvix investment picks
  • Holdings: Colony Financial Inc , Apollo Commercial Real Estate Finance Inc , Exelon , National Grid PLC ADR , Transurban Group ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for nriax investment picks
  • Holdings: Wells Fargo & Co , Chevron Corp , Microsoft Corp , Johnson & Johnson , Merck & Co Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for hblsx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 5 Stars
Sign-up for opayx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Verizon Communications Inc , Pfizer Inc , AT&T Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for aclex investment picks
  • Holdings: Amgen Inc , Skyworks Solutions Inc , Avery Dennison Corp , Omega Healthcare Investors Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for gtllx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for opcyx investment picks
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Funds From: minjx - MFS International Value R5 - Morningstar 5 Star Rated Fund to opcyx - Oppenheimer Rochester NC Municipal Y - Morningstar 5 Star Rated Fund
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