Funds From: lmnsx - ClearBridge Special Investment I - Morningstar 2 Star Rated Fund to pdrfx - Putnam Dynamic Risk Allocation C - Morningstar 2 Star Rated Fund


  • Holdings: E*Trade Financial Corp , Allegiant Travel Co LLC , Treehouse Foods Inc , RCS Capital Corp Class A , Platform Specialty Products Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , National Oilwell Varco Inc , Baker Hughes Inc , FMC Technologies Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
Sign-up for ryvix investment picks
  • Holdings: US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , Apple Inc , US Treasury Note 3.25% , US Treasury Note 4.625% ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for wfscx investment picks
  • Holdings: Equity Residential , Simon Property Group Inc , Mitsubishi Estate Co Ltd , Mitsui Fudosan Co Ltd , Hammerson PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for csfax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for opsgx investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Cepheid , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for lacax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for mhitx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Short-Term Bond F , Fidelity® Series High Income F , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series Equity-Income F ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for ffkax investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , AvalonBay Communities Inc , Vornado Realty Trust , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for irsrx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for rysyx investment picks
  • Holdings: AGCO Corp , Domtar Corp , Ingram Micro Inc Class A , Reinsurance Group of America Inc , Tech Data Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for rymmx investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Cepheid , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cearx investment picks
  • Holdings: Western Digital Corp , Citigroup Inc , Capital One Financial Corp , SanDisk Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for iyvbx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , Intel Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for rytix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mtmnx investment picks
  • Holdings: Under Armour Inc Class A , Apple Inc , Gilead Sciences Inc , Micron Technology Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jlgix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for shnbx investment picks
  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for swegx investment picks
  • Holdings: Procter & Gamble Co , Royal Dutch Shell PLC Class A , Johnson & Johnson , Nestle SA , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for csvax investment picks
  • Holdings: Tyco International Ltd , Citigroup Inc , LM Ericsson Telephone Company Class B , AIA Group Ltd , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for jornx investment picks
  • Holdings: LyondellBasell Industries NV , AbbVie Inc , Apple Inc , Altria Group Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for JAGIX investment picks
  • Holdings: Gs Cayman Art , Vanguard FTSE Emerging Markets ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Cdi Cdx.Na 5 Usd0619 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for gcrtx investment picks
  • Holdings: SBA Communications Corp , Union Pacific Corp , Autodesk Inc , Questar Corp , Xylem Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for rriax investment picks
  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell Strategic Bond Y , Russell US Core Equity Y , Russell US Small Cap Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ralex investment picks
  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for paupx investment picks
  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche Global Inflation Institutional , Deutsche Core Plus Income Institutional , Deutsche EAFE Equity Index Institutional ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for supcx investment picks
  • Holdings: Hewlett-Packard Co , Royal Dutch Shell PLC ADR Class A , Cigna Corp , BP PLC ADR , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for jcvcx investment picks
  • Holdings: Legg Mason Opportunity I , PRIMECAP Odyssey Aggressive Growth , PowerShares QQQ ETF , iShares Transportation Average , Oakmark Select I ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for smifx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for emdcx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Vwo Us R Usl3m P 07/14/15 Jp , Vwo Us R Usl3m P 07/01/15 Cs , Fed Natl Mort Assc 6% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pdrfx investment picks
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Funds From: lmnsx - ClearBridge Special Investment I - Morningstar 2 Star Rated Fund to pdrfx - Putnam Dynamic Risk Allocation C - Morningstar 2 Star Rated Fund
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