Funds From: wsmax - Wells Fargo Advantage S/T Muni Bd A LW to aocpx - AllianzGI Opportunity P - Small Blend


  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Covidien PLC , Allergan Inc , TRW Automotive Holdings Corp , Comcast Corp Class A , American Int'l Group Inc. ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Covidien PLC , Allergan Inc , TRW Automotive Holdings Corp , Comcast Corp Class A , American Int'l Group Inc. ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR┬« S&P 500 ETF , Frost Total Return Bond Inst , iShares MSCI EAFE , Frost Growth Equity Inst , Frost Value Equity Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Diageo PLC ADR , Novartis AG ADR , WPP PLC ADR , Schneider Electric SE ADR , Syngenta AG ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Applied Materials Inc , Microsoft Corp , 3M Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for higsx investment picks
  • Holdings: Apple Inc , Applied Materials Inc , Microsoft Corp , 3M Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Applied Materials Inc , Microsoft Corp , 3M Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Mid Ocean , Blue Hill Clo Ltd 2013 FRN , Halcyon Ln Adv Fdg 2014-3 FRN , Diversified Asset Sec Ii 2000 FRN , Shackleton 2014-V Clo Ltd / Sha 144A FRN ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya Intermediate Bond R6 , Voya High Yield Bond I , Voya Large Cap Value R6 , Voya Large Cap Growth R6 , Voya Multi-Manager International Eq I ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for igpax investment picks
  • Holdings: Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock CoreAlpha Bond Master Port , iShares Cohen & Steers REIT ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Pfizer Inc , Berkshire Hathaway Inc Class B , American International Group Inc , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for japsx investment picks
  • Holdings: Pfizer Inc , Berkshire Hathaway Inc Class B , American International Group Inc , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Pfizer Inc , Berkshire Hathaway Inc Class B , American International Group Inc , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Pfizer Inc , Berkshire Hathaway Inc Class B , American International Group Inc , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya Intermediate Bond R6 , Voya High Yield Bond I , Voya Large Cap Value R6 , Voya Large Cap Growth R6 , Voya Multi-Manager International Eq I ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for igpcx investment picks
  • Holdings: NICE-Systems Ltd ADR , Balchem Corp , Berry Plastics Group Inc , Signature Bank , CommVault Systems Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for egesx investment picks
  • Holdings: NICE-Systems Ltd ADR , Balchem Corp , Berry Plastics Group Inc , Signature Bank , CommVault Systems Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for egerx investment picks
  • Holdings: NICE-Systems Ltd ADR , Balchem Corp , Berry Plastics Group Inc , Signature Bank , CommVault Systems Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for egeix investment picks
  • Holdings: NICE-Systems Ltd ADR , Balchem Corp , Berry Plastics Group Inc , Signature Bank , CommVault Systems Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for egecx investment picks
  • Holdings: NICE-Systems Ltd ADR , Balchem Corp , Berry Plastics Group Inc , Signature Bank , CommVault Systems Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Ecolab Inc , Exxon Mobil Corporation , EOG Resources Inc , PPG Industries Inc , Royal Dutch Shell PLC Class A ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for apgpx investment picks
  • Holdings: Apple Inc , Tesla Motors Inc , Palo Alto Networks Inc , ServiceNow Inc , Avago Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for artpx investment picks
  • Holdings: Bank Of China Ltd. H Shares , Huaneng Power International Inc Class -H- , Cielo SA , Infosys Ltd , Sihuan Pharmaceutical Holdings Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for aempx investment picks
  • Holdings: Sasol Ltd ADR , HSBC Holdings PLC , Teva Pharmaceutical Industries Ltd ADR , Zurich Insurance Group AG ADR , Royal Dutch Shell PLC ADR Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for afvpx investment picks
  • Holdings: Randgold Resources Ltd , CLP Holdings Ltd , Fresenius Medical Care AG & Co. KGaA , MAN SE , SES SA DR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for anipx investment picks
  • Holdings: Marriott Vacations Worldwide Corp , Core-Mark Holding Co Inc , Hikma Pharmaceuticals PLC , Strategic Hotels & Resorts Inc , Sartorius Stedim Biotech SA ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Category: Emerging Markets Bond
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  • Holdings: Strategic Hotels & Resorts Inc , VCA Inc , iShares Russell 2000 , Hawaiian Holdings Inc , Inphi Corp ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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Funds From: wsmax - Wells Fargo Advantage S/T Muni Bd A LW to aocpx - AllianzGI Opportunity P - Small Blend
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