Funds From: pmpax - ESG Managers Balanced Port A - Morningstar 2 Star Rated Fund to fafex - Fidelity Advisor Freedom 2030 A - Morningstar 2 Star Rated Fund


  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , TIAA-CREF Social Choice Bond Instl , Pax MSCI International ESG Idx Instl , Praxis Intermediate Income I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: LyondellBasell Industries NV , AbbVie Inc , Chevron Corp , Apple Inc , Altria Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Puma Biotechnology Inc , InterMune Inc , WEX Inc , Kodiak Oil & Gas Corp , Prosperity Bancshares, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Columbia Dividend Income I , Columbia Select Large Cap Growth I , Columbia Dividend Opportunity I , Columbia Contrarian Core I , Columbia Global Dividend Opportunity I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Hewlett-Packard Co , Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Intel Corp , Cigna Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Harbor Bond Institutional , Harbor International Institutional , Harbor High-Yield Bond Instl , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Stone Energy Corp , Englewood Cliffs , The Bancorp Inc , Enpro Industries Inc , Eagle Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for putix investment picks
  • Holdings: Samsung Electronics Co Ltd , Australia and New Zealand Banking Group Ltd , Toyota Motor Corp , Commonwealth Bank of Australia , Telstra Corp Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Mid-Cap , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for f00000lnme investment picks
  • Holdings: Schlumberger NV , Canadian National Railway Co , Texas Instruments Inc , Zoetis Inc , Medtronic Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for brfox investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Rio Tinto PLC , BG Group PLC , BP PLC ADR , Imperial Oil Ltd ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Iberiabank Corp , PNM Resources Inc , UIL Holdings Corp , Verint Systems Inc , Steris Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Oracle Corporation , Philip Morris International Inc , Johnson & Johnson , International Business Machines Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
Sign-up for ccicx investment picks
  • Holdings: Greif Inc Class A , Highwoods Properties Inc , Dana Holding Corp , Esterline Technologies , Stone Energy Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for cssbx investment picks
  • Holdings: American Airlines Group Inc , SVB Financial Group , Assured Guaranty Ltd , United Continental Holdings Inc , Zions Bancorp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for cmozx investment picks
  • Holdings: Hartford Inflation Plus Y , Hartford World Bond Y , Hartford Total Return Bond Y , Hartford Global Real Asset Y , Hartford Real Total Return Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hcvbx investment picks
  • Holdings: United Rentals Inc , NXP Semiconductors NV , B/E Aerospace Inc , Green Plains Renewable Energy, Inc. , SM Energy Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for f00000npvd investment picks
  • Holdings: Kinder Morgan, Inc. , Time Warner Cable Inc , Spectra Energy Corp , Baxter International Inc , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for baerx investment picks
  • Holdings: Invesco Cayman Commodity Fund Iii H , PowerShares DB Gold ETF , US Treasury Note ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for ibrfx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for bktax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , BG Group PLC , HSBC Holdings PLC , Novartis AG , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jiecx investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity Advisor® Ser Stk Sel Lg Cp Val ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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Funds From: pmpax - ESG Managers Balanced Port A - Morningstar 2 Star Rated Fund to fafex - Fidelity Advisor Freedom 2030 A - Morningstar 2 Star Rated Fund
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