Funds From: PSFAX - PIMCO Short-Term Admin to HISFX - Hennessy Small Cap Financial Instl - Small Value


  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Marathon Oil Corp , Exxon Mobil Corporation , Eli Lilly and Co , Johnson & Johnson , Northrop Grumman Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: JB Hunt Transport Services Inc , Roper Industries Inc , Ametek Inc , Jarden Corp , Capital One Financial Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Commonwealth Bank of Australia , Tencent Holdings Ltd , China Mobile Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
Sign-up for VEDCX investment picks
  • Holdings: Treehouse Foods Inc , PrivateBancorp Inc , Centene Corp , Sonic Corp , Akorn Inc ,
  • Category: Small Growth
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Compass Group PLC , Brookfield Asset Management Inc Class A , Teva Pharmaceutical Industries Ltd ADR , Intesa Sanpaolo , Reed Elsevier PLC ,
  • Category: Foreign Large Growth
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , JPMorgan Realty Income R5 ,
  • Category: Target Date 2026-2030
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  • Holdings: Williams Companies Inc , Targa Resources Corp , Kinder Morgan Management LLC , Plains GP Holdings LP Class A , Semgroup Corp ,
  • Category: Energy Limited Partnership
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  • Category: Intermediate-Term Bond
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  • Holdings: Pfizer Inc , JPMorgan Chase & Co , Merck & Co Inc , Cisco Systems Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , General Electric Co , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fgtax investment picks
  • Holdings: Pinar Sut Mamulleri Sanayii AS , Youngone Corp , Jiangling Motors Corp Ltd , Bajaj Holdings and Investment Ltd , JK Cement Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for temmx investment picks
  • Holdings: Coca-Cola Co , British American Tobacco PLC ADR , Procter & Gamble Co , CVS Health Corp , Kroger Co ,
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , ORANGE , Total SA , BT Group PLC , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for hfqax investment picks
  • Holdings: Ru20intr Trs Equity 3ml-48 *Bullet* Jpm , Fin Fut Euro$ Cme (Red) 12/14/15 , Russell 2000 Index Mini TIC , Ru20intr Trs Equity 3ml-40 *Bullet* Fbf , 10 Year US Treasury Note Future Dec14 ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for pckax investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Home Depot Inc , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for sfxax investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Pfizer Inc , Target Corp , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fwiax investment picks
  • Holdings: Baidu Inc ADR , Housing Development Finance Corp Ltd , Infosys Ltd , Magnit PJSC , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for odmax investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme (Red) 12/14/15 , Fin Fut Euro$ Cme (Red) 03/14/16 ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
Sign-up for ACSBX investment picks
  • Holdings: Synovus Financial Corp , Washington Federal Inc , Banner Corp , Astoria Financial Corporation , Investors Bancorp Inc ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for HISFX investment picks
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Funds From: PSFAX - PIMCO Short-Term Admin to HISFX - Hennessy Small Cap Financial Instl - Small Value
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