Funds From: rsqcx - Royce Special Equity Consult - Morningstar 2 Star Rated Fund to slvcx - Saratoga Large Capitalization Value C - Morningstar 2 Star Rated Fund


  • Holdings: Minerals Technologies Inc , UniFirst Corp , Finish Line Inc , AVX Corp , Bed Bath & Beyond Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for rsqcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for pgbox investment picks
  • Holdings: Exxon Mobil Corporation , Hewlett-Packard Co , Walt Disney Co , JPMorgan Chase & Co , Avago Technologies Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dvfcx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , JD.com Inc ADR , Galaxy Entertainment Group Ltd , SK Hynix Inc , Fosun International Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for ipoax investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , WNS (Holdings) Ltd ADR , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cssrx investment picks
  • Holdings: Google Inc Class C , Facebook Inc Class A , Apple Inc , Mavenir Systems Inc , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for rincx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for notax investment picks
  • Holdings: Toyota Mtr Cr FRN , Basic Energy Services Inc , Enanta Pharmaceuticals Inc , RigNet Inc , Repligen Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for igwbx investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Intel Corp , Walt Disney Co , Diageo PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for rgecx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Vornado Realty Trust , Boston Properties Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for irscx investment picks
  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS Global Inflation Instl , DWS Core Fixed Income Inst , DWS US Bond Index Inst ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for sucbx investment picks
  • Holdings: Apple Inc , Oracle Corporation , Honeywell International Inc , Schlumberger NV , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for rtlax investment picks
  • Holdings: SPDR S&P 500 , Frost Total Return Fund , iShares MSCI EAFE , Frost Growth Equity A , Templeton Global Bond Adv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fastx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Hyundai Motor Co , Saic Motor Corp Ltd , AIA Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
Sign-up for jaqcx investment picks
  • Holdings: LyondellBasell Industries NV , Dow Chemical Co , E I du Pont de Nemours & Company , Monsanto Co , Freeport-McMoRan Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
Sign-up for rybmx investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Short-Term Instl , PIMCO Real Return Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for agrax investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Samsonite International SA , Itau Unibanco Holding SA ADR , Saic Motor Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for jmfdx investment picks
  • Holdings: Precision Castparts Corp , Canadian Pacific Railway Ltd , Celgene Corp , Salesforce.com Inc , Monsanto Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jcapx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for ryfax investment picks
  • Holdings: Franklin Rising Dividends R6 , Franklin DynaTech R6 , Franklin Intl Small Cap Growth R6 , Franklin Mutual European R6 , iShares Core S&P 500 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for ftrcx investment picks
  • Holdings: Tyco International Ltd , AIA Group Ltd , LM Ericsson Telephone Company Class B , Citigroup Inc , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for jorfx investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 2 Stars
Sign-up for lnyax investment picks
  • Holdings: LyondellBasell Industries NV , AbbVie Inc , Chevron Corp , Apple Inc , Altria Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jdnrx investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Short-Term Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for azgax investment picks
  • Holdings: US Silica Holdings Inc , Akorn Inc , Repligen Corp , Matrix Service Co , Carrizo Oil & Gas Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for RYSGX investment picks
  • Holdings: Gscbpur1 R Usl3m P 06/30/15 Gs , Jpcmptsh P Usl3m R 06/30/15 Jp , Ubsembsk R Usl3m P 05/19/15 Ub , FNMA , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pdmax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for pubcx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Citigroup Inc , U.S. Bancorp , Goldman Sachs Group Inc ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for sfpcx investment picks
  • Holdings: Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Salesforce Com Cv 0.25% , Wellpoint Cv 2.75% , Stanley Uts 18 ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for ccvix investment picks
  • Holdings: Realogy Holdings Corp , Williams Companies Inc , AerCap Holdings NV , McKesson Corp , Prudential Financial Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for slvcx investment picks
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Funds From: rsqcx - Royce Special Equity Consult - Morningstar 2 Star Rated Fund to slvcx - Saratoga Large Capitalization Value C - Morningstar 2 Star Rated Fund
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