Funds From: atbax - Ascendant Balanced A - Large Blend to jdvbx - JPMorgan Diversified B - Large Blend


  • Holdings: Rambus Inc Del 144A Cv 1.125% , Intermune Cv 2.5% , Nuance Comms Cv 2.75% , Cobalt Intl Engy Cv 2.625% , Liberty Media 3.5% ,
  • Category: Moderate Allocation
Sign-up for atbax investment picks
  • Holdings: SPDR Barclays Capital Convertible Secs , Foot Locker Inc , Nuance Comms Cv 2.75% , Morgans Hotel Grp Cv 2.375% , Rambus Inc Del 144A Cv 1.125% ,
  • Category: Moderate Allocation
Sign-up for atbtx investment picks
  • Holdings: Rambus Inc Del 144A Cv 1.125% , Intermune Cv 2.5% , Nuance Comms Cv 2.75% , Cobalt Intl Engy Cv 2.625% , Liberty Media 3.5% ,
  • Category: Moderate Allocation
Sign-up for atbix investment picks
  • Holdings: Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 700 Y , US Treasury Note 1% ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for pryax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for jlkrx investment picks
  • Holdings: PIMCO Emerging Markets Currency Instl , Fin Fut Euro$ Cme 12/14/15 , US Treasury TIP , US TREASURY TIP , US Treasury TIP ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pzrmx investment picks
  • Holdings: GAF CORP , Vereinigte Mexikanische 5% , Poland(Rep Of) 4.75% , US Treasury Note , Apple Inc ,
  • Category: World Allocation
Sign-up for fgaax investment picks
  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , Mitsui Fudosan Co Ltd , BP PLC ,
  • Category: World Allocation
Sign-up for rapax investment picks
  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , Mitsui Fudosan Co Ltd , BP PLC ,
  • Category: World Allocation
Sign-up for rapcx investment picks
  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , Mitsui Fudosan Co Ltd , BP PLC ,
  • Category: World Allocation
Sign-up for rapix investment picks
  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , Mitsui Fudosan Co Ltd , BP PLC ,
  • Category: World Allocation
Sign-up for raprx investment picks
  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , Mitsui Fudosan Co Ltd , BP PLC ,
  • Category: World Allocation
Sign-up for rapzx investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Dec14 , Trs: Us 10yr Note Dec14 , S&P 500 Index Future Sept14 , Euro BUND Future Sept14 , Long Gilt 10yr Fr Dec14 ,
  • Category: Tactical Allocation
Sign-up for saaax investment picks
  • Holdings: S&P 500 Index Future Sept14 , MSCI EAFE Index Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Dec14 , Euro BUND Future Sept14 , Long Gilt 10yr Fr Dec14 ,
  • Category: Tactical Allocation
Sign-up for sclax investment picks
  • Holdings: SPDR S&P 500 , iShares Core S&P 500 , iShares MSCI ACWI ex US Index , Energy Select Sector SPDR® ETF , iShares Russell 1000 Value ,
  • Category: Tactical Allocation
Sign-up for aaanx investment picks
  • Holdings: 3mo Euro Euribor Dec15 , 90day Euro$ Futr Dec15 , Interest Rate Swap Receive Fixed , E-mini S&P 500 Index Future Sept14 , Euro BUND Future Sept14 ,
  • Category: Multialternative
Sign-up for pmsax investment picks
  • Holdings: iShares Core MSCI Emerging Markets , US Treasury TIP , Vanguard Mid-Cap ETF , Vanguard Small-Cap ETF , US Treasury TIP 1.125% ,
  • Category: Tactical Allocation
Sign-up for adaax investment picks
  • Holdings: Nasdaq 100 E-Mini Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 , S+p500 Emini Fut Sep14 Xcme 20140919 , S80895211 Irs Aud R F 4.20000 Sl_1480895211_fixed Ccpvanill , S80895211 Irs Aud P V 06mbbsw Sl_1480895211_float Ccpvanilla ,
  • Category: Multialternative
Sign-up for jhaax investment picks
  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , Mitsui Fudosan Co Ltd , BP PLC ,
  • Category: World Allocation
Sign-up for rapax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Roche Holding AG , Nestle SA , HSBC Holdings PLC ,
  • Category: Long/Short Equity
Sign-up for gaiax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Roche Holding AG , Nestle SA , HSBC Holdings PLC ,
  • Category: Long/Short Equity
Sign-up for gaicx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Roche Holding AG , Nestle SA , HSBC Holdings PLC ,
  • Category: Long/Short Equity
Sign-up for gaiyx investment picks
  • Holdings: Nikkei 225 (Ose) Sep14 Xose 20140911 , Ftse 100 Idx Fut Sep14 Xlif 20140919 , Henderson Unconstrained Bond I , iShares TIPS Bond , PowerShares Senior Loan ETF ,
  • Category: World Allocation
Sign-up for hgaax investment picks
  • Holdings: iShares MSCI Emerging Markets , iShares MSCI EAFE , iShares Latin America 40 , iShares MSCI Mexico Capped , Global X SuperDividend™ ETF ,
  • Category: Tactical Allocation
Sign-up for stoax investment picks
  • Holdings: PIMCO Income Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO High Yield Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paalx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pacrx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paarx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pasrx investment picks
  • Holdings: JPMorgan Intrepid International Inst , JPMorgan High Yield R6 , JPMorgan Emerging Markets Debt R6 , JPMorgan Mid Cap Equity R6 , JPMorgan Realty Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdvax investment picks
  • Holdings: JPMorgan Intrepid International Inst , JPMorgan High Yield R6 , JPMorgan Emerging Markets Debt R6 , JPMorgan Mid Cap Equity R6 , JPMorgan Realty Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdvbx investment picks
Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Funds From: atbax - Ascendant Balanced A - Large Blend to jdvbx - JPMorgan Diversified B - Large Blend
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices