Funds From: hwcax - Hotchkis & Wiley Diversified Value A LW - Large Value to oafix - Optimum Fixed Income A Load Waived


  • Holdings: Citigroup Inc , American International Group Inc , JPMorgan Chase & Co , Bank of America Corporation , Corning Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Union Pacific Corp , Apple Inc , Visa Inc Class A , Priceline Group Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Core Plus Bond R6 , Invesco Dividend Income R6 , Invesco Premium Income R6 , Invesco High Yield R6 , Invesco Corporate Bond R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Pioneer International Value Y , Pioneer Bond Y , Pioneer Short Term Income Y , Pioneer Global Equity Y , Pioneer Fundamental Growth Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Pioneer International Value Y , Pioneer Global Equity Y , Pioneer Bond Y , Pioneer Mid-Cap Value Y , Oak Ridge Small Cap Growth Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for graax investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Cerner Corp , Nike Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for evblx investment picks
  • Holdings: Apple Inc , Microsoft Corp , MasterCard Inc Class A , Lowe's Companies Inc , Southwest Airlines Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for flrax investment picks
  • Holdings: SunAmerica Select Dividend Growth A , SunAmerica Strategic Value A , SunAmerica Focused Alpha Large-Cap A , SunAmerica Focused Alpha Growth A , SunAmerica Focused Dividend Strategy A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Patterson Companies Inc , MYR Group Inc , Newport Corp , Patterson-UTI Energy Inc , ViewPoint Financial Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for ealdx investment picks
  • Holdings: Lockheed Martin Corp , Philip Morris International Inc , JPMorgan Chase & Co , International Business Machines Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for oalvx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , MIP International Tilts Master Portfolio , Master Small Cap Index ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for slrax investment picks
  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank of the Ozarks Inc , Affiliated Managers Group Inc , AmTrust Financial Services Inc , OSI Systems Inc , PRA Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for pmcax investment picks
  • Holdings: Apple Inc , Google Inc , Facebook Inc Class A , Gilead Sciences Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for oafix investment picks
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Funds From: hwcax - Hotchkis & Wiley Diversified Value A LW - Large Value to oafix - Optimum Fixed Income A Load Waived
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