Funds From: dtmvx - DFA Tax-Managed US Targeted Value - Morningstar 4 Star Rated Fund to dninx - Dunham International Stock N - Morningstar 4 Star Rated Fund


  • Holdings: Avis Budget Group Inc , Dillards Inc , Constellation Brands Inc Class A , Amerco Inc , Trinity Industries Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mrbfx investment picks
  • Holdings: Trinity Industries Inc , First Solar Inc , Avis Budget Group Inc , Omnicare Inc , Genworth Financial Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dftpx investment picks
  • Holdings: Microsoft Corp , General Electric Co , Schlumberger NV , Johnson & Johnson , NextEra Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tocqx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for wbbnx investment picks
  • Holdings: Bank of New York Mellon Corp , Goldman Sachs Group Inc , Mondelez International Inc Class A , Bank of America Corporation , Abbott Laboratories ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tffyx investment picks
  • Holdings: Argentina Rep 8.28% , Republic Of Argentina , Argentina Rep 1.33% , Lululemon Athletica Inc , NRG Energy Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for hcoax investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for lmgix investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for rcjtx investment picks
  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for raetx investment picks
  • Holdings: Cintas Corp , NewMarket Corp , Deckers Outdoor Corp , Energizer Holdings Inc , M&T Bank Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for tmctx investment picks
  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl , TIAA-CREF Inflation Link Bd Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for tlqrx investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pcgvx investment picks
  • Holdings: Pitney Bowes Inc , Altria Group Inc , Pfizer Inc , American Electric Power Co Inc , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dqiax investment picks
  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for vffvx investment picks
  • Holdings: DWS RREEF Global Infrastructure Inst , DWS Floating Rate Inst , SPDR Barclays Capital Convertible Secs , DWS Enhanced Commodity Strategy Inst , DWS Diversified Market Neutral Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for aaasx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Schlumberger NV , PepsiCo Inc , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for dwoix investment picks
  • Holdings: Nestle SA , HSBC Holdings PLC , Royal Dutch Shell PLC Class A , GlaxoSmithKline PLC , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for myicx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for utahx investment picks
  • Holdings: TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for tftix investment picks
  • Holdings: Questcor Pharmaceuticals Inc , Centene Corp , Teledyne Technologies Inc , Toro Co , LaSalle Hotel Properties ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for dissx investment picks
  • Holdings: Loews Corp , Westar Energy Inc , CMS Energy Corp , Annaly Capital Management Inc , Cigna Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for dvmvx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for agsix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for lbdfx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for sfltx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Short-Term Bond , Fidelity® Equity-Income , Fidelity® Strategic Real Return ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for fioix investment picks
  • Holdings: Philip Morris International Inc , Christian Dior SA , Roche Holding AG ADR , Exxon Mobil Corporation , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for pgrox investment picks
  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for nciax investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity Advisor® International Discv I , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for farvx investment picks
  • Holdings: OAO Gazprom ADR , Shire PLC ADR , Iberdrola SA , E On SE , ENEL Ente Nazionale per L'Energ Elet SPA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for dninx investment picks
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Funds From: dtmvx - DFA Tax-Managed US Targeted Value - Morningstar 4 Star Rated Fund to dninx - Dunham International Stock N - Morningstar 4 Star Rated Fund
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