Funds From: jcsdx - JHancock Small Company ADV - Morningstar 2 Star Rated Fund to lksmx - LKCM Small-Mid Cap Equity Institutional - Morningstar 2 Star Rated Fund


  • Holdings: ALLETE Inc , UIL Holdings Corp , PNM Resources Inc , Watsco Inc , Iberiabank Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for jcsdx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for fdbfx investment picks
  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Germany (Federal Republic Of) 1.75% , Apple Inc , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for abwrx investment picks
  • 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: 2 Stars
Sign-up for jdmbx investment picks
  • Holdings: Apple Inc , Walt Disney Co , Actavis PLC , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for soavx investment picks
  • Holdings: Hartford Inflation Plus Y , Hartford Dividend & Growth Y , Hartford International Opportunities Y , Hartford World Bond Y , Hartford Total Return Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hbacx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for watcx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Johnson & Johnson , Union Pacific Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sneax investment picks
  • Holdings: Roche Holding AG , CIE FINANCIERE RICHEMONT SA , Novo Nordisk A/S , ASML Holding NV , Liberty Global PLC Class C ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for sffbx investment picks
  • Holdings: Samsung Electronics Co Ltd , China Mobile Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares , Mtn Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for jeeax investment picks
  • Holdings: American Realty Capital Properties Inc Class A , AthenaHealth, Inc. , Acuity Brands Inc , CoStar Group, Inc. , Northstar Realty Finance Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for smibx investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for rrldx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , BG Group PLC , Nestle SA , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jseax investment picks
  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Apple Inc , Exxon Mobil Corporation , US TREASURY TIP ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for ltjax investment picks
  • Holdings: Eni SpA , Banco Santander SA , Bayer AG , Siemens AG , Basf SE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for oiicx investment picks
  • Holdings: Weyerhaeuser Co , MetLife Inc , Prudential Financial Inc , Philip Morris International Inc , FMC Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for civfx investment picks
  • Holdings: Comcast Corp Class A , Walt Disney Co , Johnson & Johnson , Apple Inc , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for stwax investment picks
  • 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: 2 Stars
Sign-up for caaax investment picks
  • Holdings: RidgeWorth Total Return Bond I , RidgeWorth Large Cap Growth Stock I , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for scclx investment picks
  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Canadian Natural Resources Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nyvrx investment picks
  • Holdings: Ubs Relationship Fds , NYSE/Liffe 2 Year US Treasury Note Future June14 , Ubs Relationship Fds , Ubs Relationship Fds , Aust 3yr Bond 06/16/2014 ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bpglx investment picks
  • Holdings: Madison Core Bond Y , Metropolitan West Total Return Bond I , Madison Large Cap Value Y , Madison Corporate Bond Y , iShares Russell Mid-Cap ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for mcnbx investment picks
  • Holdings: AllianceBernstein Holding L.P. , Columbia Sportswear Co , Hillenbrand Inc , Amer Sports Oyj , Heidrick & Struggles International Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for temgx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for nemux investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ffamx investment picks
  • Holdings: Lennar Corp , US Treasury Note 0.25% , DR Horton Inc , Toll Brothers Inc , Western Digital Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for lommx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for WTLTX investment picks
  • Holdings: Oppenheimer Ultra-Short Duration Y , Starwood Property Trust, Inc. , US Treasury Note 0.625% , Comcast Corp Class A , Airspeed Ltd 2007-1 FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oppex investment picks
  • Holdings: Hartford Inflation Plus Y , Hartford Dividend & Growth Y , Hartford International Opportunities Y , Hartford World Bond Y , Hartford Total Return Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hbatx investment picks
  • Holdings: B/E Aerospace Inc , Hexcel Corp , Comerica Inc , Team Health Holdings Inc , Akorn Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for lksmx investment picks
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Funds From: jcsdx - JHancock Small Company ADV - Morningstar 2 Star Rated Fund to lksmx - LKCM Small-Mid Cap Equity Institutional - Morningstar 2 Star Rated Fund
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