Funds From: ltdvx - AllianceBern 2010 Retirement Strat Adv - Morningstar 3 Star Rated Fund to levox - Lazard US Equity Concentrated Open - Morningstar 3 Star Rated Fund


  • Holdings: US Treasury Note , US Treasury TIP , iShares Core MSCI Emerging Markets , US Treasury TIP , US Treasury TIP ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager Large Cap Core Port I , Voya Large Cap Growth Port I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager International Eq I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC Class B , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Stock Index Port I , Voya International Index Port I , Voya Russell Mid Cap Index Port I , Voya Emerging Markets Index Port I , Voya Russell Small Cap Index Port I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: TIAA-CREF Bond Plus Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Growth & Income Instl , TIAA-CREF International Eq Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Johnson & Johnson , General Motors Co , Bank of America Corporation , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Samsung Electronics Co Ltd , Citigroup Inc , Comcast Corp Class A , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Acuity Brands Inc , Illumina Inc , CBRE Group Inc , Affiliated Managers Group Inc , Sherwin-Williams Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Target Corp , Bank of America Corporation , JPMorgan Chase & Co , Wells Fargo & Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst , Principal Overseas Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: 90day Euro$ Futr Mar16 , 3mo Euro Euribor Mar16 , 4.26% Mxn Irs Swaption , 90day Sterling Fu Mar16 , E-mini S&P 500 Index Future Dec14 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Exact Sciences Corp , JDS Uniphase Corp (CA) , Broadcom Corp , Bed Bath & Beyond Inc , First Horizon National Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity IS , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for svcax investment picks
  • Holdings: China Mobile Ltd , ING Groep N.V. , Novartis AG , Sony Corp , Hong Kong Exchanges and Clearing Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Pru Shirt Dur Milti-Sec , Prudential International Value C , Prudential Total Return Bd , Prudential Strategic Value Z , Prudential Large Cap Core Equity A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Small Cap I , Calvert International Opportunities I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for apaax investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , China Mobile Ltd , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Dividend Focused I2 , Transamerica Large Cap Value I2 , Transamerica Short-Term Bond I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for imolx investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Liberty Media Corporation Class C , Dreamworks Animation SKG Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for knpyx investment picks
  • Holdings: Monsanto Co , Exxon Mobil Corporation , Archer-Daniels Midland Co , Potash Corp of Saskatchewan Inc , BHP Billiton PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for tnrpx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for psmax investment picks
  • Holdings: Fibra Uno Administracion SA de CV Series 11 , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , Samsung Electronics Co Ltd , Ptt PLC Shs Foreign Registered ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for lemix investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for jleex investment picks
  • Holdings: Simon Property Group Inc , Health Care REIT, Inc. , Boston Properties Inc , AvalonBay Communities Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for dprrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Advance Auto Parts Inc , Pfizer Inc , Houghton Mifflin Harcourt Company , Zoetis Inc , Cisco Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for levox investment picks
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Funds From: ltdvx - AllianceBern 2010 Retirement Strat Adv - Morningstar 3 Star Rated Fund to levox - Lazard US Equity Concentrated Open - Morningstar 3 Star Rated Fund
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