Funds From: lsgix - Loomis Sayles Value Y - Morningstar 4 Star Rated Fund to vleox - Value Line Small Cap Opportunities - Morningstar 4 Star Rated Fund


  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Bank of America Corporation , Wells Fargo & Co , UnitedHealth Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Ashford Hosptlty Tr Pfd , Aviv REIT Inc , Starwood Property Trust, Inc. , EPR Properties , British Land Co PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for trfyx investment picks
  • Holdings: Micron Tech Cv 2.125% , Intel Cv 3.25% , Salesforce Com Cv 0.25% , Bk Amer Pfd , CU Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for covrx investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Contrarian Core I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for clirx investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Chevron Corp , Exxon Mobil Corporation , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lcafx investment picks
  • Holdings: Google Inc , JPMorgan Chase & Co , Microsoft Corp , Korea Electric Power Corp ADR , Novartis AG ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tmuix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for mfalx investment picks
  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Penske Automotive Grp 5.75% , Kraton Polymers Llc / Kraton 6.75% , Rayonier A.M. Prods 144A 5.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for eksax investment picks
  • Holdings: Nestle SA , Royal Dutch Shell PLC ADR Class B , Total SA , HSBC Holdings PLC ADR , BP PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for rebax investment picks
  • Holdings: NIFCO Inc , Mitsui Mining and Smelting Co Ltd , Nisshinbo Holdings Inc , Mitsui Engineering & Shipbuilding Co Ltd , Sapporo Holdings Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 4 Stars
Sign-up for dfjsx investment picks
  • Holdings: Avis Budget Group Inc , Tesoro Corp , Dillards Inc , Amerco Inc , Assurant Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dtmvx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for jttcx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for mgiix investment picks
  • Holdings: Omnicare Inc , Legg Mason Inc , Avis Budget Group Inc , NASDAQ OMX Group, Inc. , PartnerRe Ltd ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dftpx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl , JPMorgan US Equity R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for smtix investment picks
  • Holdings: JPMorgan High Yield R6 , JPMorgan Intrepid International Inst , JPMorgan Realty Income Instl , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Markets Debt R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jdvsx investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for rcctx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for jsmax investment picks
  • Holdings: Hewlett-Packard Co , Samsung Electronics Co Ltd , Roche Holding AG , Microsoft Corp , Time Warner Cable Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for dodwx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jhlmx investment picks
  • Holdings: HCC Insurance Holdings Inc , Investors Bancorp Inc , Convergys Corporation , First Niagara Financial Group Inc , Piedmont Natural Gas Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for ubvax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Active Bond NAV , JHancock Floating Rate Income NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
Sign-up for jlahx investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Short-Term Income Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pccix investment picks
  • Holdings: Novartis AG , Unilever PLC , Roche Holding AG Dividend Right Cert. , Sumitomo Mitsui Financial Group Inc , Royal Bank of Scotland Group (The) PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dieax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for usprx investment picks
  • Holdings: Simon Property Group Inc , Weyerhaeuser Co , Plum Creek Timber Co Inc , Westfield Corp , Chesapeake Lodging Trust ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for MNRIX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pmbix investment picks
  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , eBay Inc , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for mgfsx investment picks
  • Holdings: The Middleby Corp , Lennox International Inc , Acuity Brands Inc , Clarcor Inc , Esterline Technologies ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for vleox investment picks
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Funds From: lsgix - Loomis Sayles Value Y - Morningstar 4 Star Rated Fund to vleox - Value Line Small Cap Opportunities - Morningstar 4 Star Rated Fund
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