Funds From: glvcx - Oppenheimer Global Value C - Morningstar 4 Star Rated Fund to opcbx - Oppenheimer Rochester NC Municipal B - Morningstar 4 Star Rated Fund


  • Holdings: Google Inc Class A , Twenty-First Century Fox Inc Class A , Citigroup Inc , Bank of America Corporation , Madison Square Garden Co Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for glvcx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for ptcsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for bicax investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
Sign-up for lanjx investment picks
  • Holdings: Lonza Group AG , Baloise Holding Ag , Bank of Ireland (Governor & Co of) , Tech Mahindra Ltd , WuXi PharmaTech (Cayman) Inc ADR ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for osmnx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Oracle Corporation , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for acdjx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for ptbnx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for rcftx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds AMCAP R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for raitx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Wells Fargo & Co , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for afdix investment picks
  • Holdings: O'Reilly Automotive Inc , RPC Inc , Diebold Inc , Circor International Inc , Interpublic Group of Companies, Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for gcasx investment picks
  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya US Bond Index I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for idxmx investment picks
  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , QS Legg Mason Strategic Real Return IS ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for lmpax investment picks
  • Holdings: Tenneco Inc , Rosetta Resources Inc , Maximus Inc , Triumph Group Inc , Western Alliance Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for gtcsx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for jliix investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Alexion Pharmaceuticals Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cafax investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Alexion Pharmaceuticals Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for raffx investment picks
  • Holdings: Verizon Communications Inc , Amgen Inc , AbbVie Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rmfcx investment picks
  • Holdings: Micron Technology Inc , Southwest Airlines Co , Hanesbrands Inc , SanDisk Corp , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gldlx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for ptcax investment picks
  • Holdings: Simon Property Group Inc , Extra Space Storage Inc , AvalonBay Communities Inc , American Tower Corp , Strategic Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for phrex investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for lcamx investment picks
  • Holdings: Priceline Group Inc , Legal & General Group PLC , Roche Holding AG Dividend Right Cert. , TransDigm Group Inc , AutoZone Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for lgmax investment picks
  • Holdings: Berkshire Hathaway Inc Class B , US Treasury Note 0.625% , Liberty Interactive Corp Class A , Express Scripts , Liberty Global PLC Class C ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for wbalx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for OFIIX investment picks
  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Union Pacific Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ancfx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , iShares MSCI Japan , Safran SA , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for girnx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mstdx investment picks
  • Holdings: Intercontinental Exchange Inc , Mylan Inc , Xilinx Inc , Whole Foods Market Inc , CBRE Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for ggotx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for opcbx investment picks
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Funds From: glvcx - Oppenheimer Global Value C - Morningstar 4 Star Rated Fund to opcbx - Oppenheimer Rochester NC Municipal B - Morningstar 4 Star Rated Fund
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