Funds From: IVWIX - IVA Worldwide I - Large Blend to WSCVX - Walthausen Small Cap Value - Small Blend


  • Holdings: Astellas Pharma Inc , Nestle SA , Gold Bullion , Berkshire Hathaway Inc Class A , Genting Malaysia Bhd ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for IVWIX investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Exxon Mobil Corporation , Apple Inc , Wells Fargo & Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for FEXKX investment picks
  • Holdings: AXA SA , Novartis AG , Taiwan Semiconductor Manufacturing Co Ltd , EDP - Energias de Portugal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for CIICX investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for JSOSX investment picks
  • Holdings: AXA SA , Novartis AG , Taiwan Semiconductor Manufacturing Co Ltd , EDP - Energias de Portugal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for IGICX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for WAPSX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for LDLFX investment picks
  • Holdings: Nestle SA , Royal Dutch Shell PLC ADR Class B , BP PLC ADR , Novartis AG ADR , HSBC Holdings PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for DFTWX investment picks
  • Holdings: Chevron Corp , Roche Holding AG Dividend Right Cert. , Medtronic Inc , Johnson & Johnson , Diageo PLC ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for GDGIX investment picks
  • Holdings: SBA Communications Corp , Constellation Brands Inc Class A , IHS Inc Class A , McGraw Hill Financial Inc , Alliance Data Systems Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for WENCX investment picks
  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , SK Hynix Inc , China Mobile Ltd , Dubai Islamic Bank PSJ ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for PEMYX investment picks
  • Holdings: Gs Cayman Art , Vanguard FTSE Emerging Markets ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Cdi Cdx.Na 5 Usd0619 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for GCRTX investment picks
  • Holdings: Pfizer Inc , Bank of America Corporation , PNC Financial Services Group Inc , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for RSQAX investment picks
  • Holdings: Danaher Corp , American Water Works Co Inc , Xylem Inc , United Utilities Group PLC , Pentair PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
Sign-up for AWTPX investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Short-Term Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for PIFIX investment picks
  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell Short Duration Bond Y , Select US Equity Y , Select International Equity Y ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for RKLRX investment picks
  • Holdings: Regeneron Pharmaceuticals Inc , IHS Inc Class A , Applied Materials Inc , Hexagon AB Class B , Biogen Idec Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for ARTRX investment picks
  • Holdings: Intuitive Surgical Inc , Cisco Systems Inc , Laboratory Corp of America Hldgs , Staples Inc , Bank of New York Mellon Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for ICMCX investment picks
  • Holdings: InterOil Corp , Randgold Resources Ltd ADR , Chimera Investment Corp , Delta Air Lines Inc , United Continental Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for WFSVX investment picks
  • Holdings: S&P 500 Index Future Dec14 , High Yield Bond Portfolio , Federated Project and Trade Fin Cor , 10 Year US Treasury Note Future Dec14 , Apple Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for FMIIX investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for LCFFX investment picks
  • Holdings: SPDR® Barclays High Yield Bond ETF , Petrobras Glbl Fin B V 4.375% , Verisign 4.625% , Key Engy Svcs 6.75% , Peabody Engy 6.25% ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for ASFFX investment picks
  • Holdings: Hitachi Ltd , Teva Pharmaceutical Industries Ltd ADR , Sumitomo Mitsui Financial Group Inc , AXA SA , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for SBIYX investment picks
  • Category: Short-Term Bond
Sign-up for KWIAX investment picks
  • Holdings: American Tower Corp , Invesco Ltd , Tribune Media Co , Delphi Automotive PLC , BlackRock Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for NBEIX investment picks
  • Holdings: Medivation Inc , Agios Pharmaceuticals Inc , Palo Alto Networks Inc , TRW Automotive Holdings Corp , Macquarie Infrastructure Co LLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for ETGLX investment picks
  • Holdings: Chatham Lodging Trust , Kennedy-Wilson Holdings Inc , Simon Property Group Inc , Kennedy Wilson Europe Real Estate Plc , CapitaLand Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for JERAX investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for ANAIX investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , Pfizer Inc , Cisco Systems Inc , International Business Machines Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for LAFRX investment picks
  • Holdings: Gentiva Health Services Inc , Big Lots Inc , Unifi Inc , Deluxe Corp , Kaiser Aluminum Corp ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
Sign-up for WSCVX investment picks
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Funds From: IVWIX - IVA Worldwide I - Large Blend to WSCVX - Walthausen Small Cap Value - Small Blend
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