Funds From: EIIFX - Eaton Vance Balanced I - Large Blend to AUENX - AQR US Defensive Equity N - Large Blend


  • Holdings: US Treasury Note 4.625% , Apple Inc , Microsoft Corp , US Treasury TIP , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for EIIFX investment picks
  • Holdings: Apple Inc , Coca-Cola Co , Exxon Mobil Corporation , British American Tobacco PLC ADR , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for FMAMX investment picks
  • Holdings: Franklin Growth R6 , Franklin Intl Small Cap Growth R6 , iShares Core S&P 500 , Franklin Rising Dividends R6 , Franklin DynaTech R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for FTRCX investment picks
  • Category: Intermediate-Term Bond
Sign-up for FMFRX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for PLCSX investment picks
  • Holdings: Goldman Sachs Abs Return Tracker Instl , Sx002611 Cds Usd P V 03mevent 2i65bzbn1 , Sx002611 Cds Usd R F 1.00000 2i65bzbn1 , Sx002613 Cds Usd R F 5.00000 2i65brkm1 , Sx002613 Cds Usd P V 03mevent 2i65brkm1 ,
  • Category: Conservative Allocation
Sign-up for GRIRX investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , General Electric Co , Microsoft Corp , Target Corp ,
  • Category: Large Blend
Sign-up for FTBTX investment picks
  • Holdings: Alexion Pharmaceuticals Inc , Apple Inc , Union Pacific Corp , Dollar Tree Stores Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for EKJRX investment picks
  • Holdings: Ascendas Real Estate Inv Trust , Insurance Australia Group Ltd , Challenger Ltd , Archipelago Resources PLC , Swedish Match AB ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for CILRX investment picks
  • Holdings: Illumina Inc , Twitter Inc , LinkedIn Corp Class A , Intuitive Surgical Inc , Tesla Motors Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for MSKLX investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR , Mettler-Toledo International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for CSLYX investment picks
  • Holdings: iShares US Preferred Stock , iShares iBoxx $ High Yield Corporate Bd , US Treasury Note 1% , US Treasury Note 1.75% , US Treasury Note 0.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for NWQAX investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Mitsui Fudosan Co Ltd , Public Storage , Vornado Realty Trust ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for MGLRX investment picks
  • Holdings: BlackRock Global Allocation Instl , First Eagle Global I , Loomis Sayles Global Equity and Income Y , Ivy Asset Strategy I , Berkshire Hathaway Inc Class B ,
  • Category: World Allocation
Sign-up for FMPMX investment picks
  • Category: Muni California Long
Sign-up for PCTDX investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Halliburton Co , Celgene Corp , CVS Health Corp ,
  • Category: Large Growth
Sign-up for CNRWX investment picks
  • Holdings: Patterson Companies Inc , Frank's International NV , Xylem Inc , Sysco Corp , MKS Instruments Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for NCAVX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for CBNRX investment picks
  • Holdings: Compass EMP US 500 Enh Vol Wtd ETF , Sigma-Aldrich Corp , Wal-Mart Stores Inc , Stericycle Inc , Becton Dickinson & Co ,
  • Category: Large Blend
Sign-up for CUHAX investment picks
  • Holdings: Apple Inc , Entergy Corp , Amdocs Ltd , Dr Pepper Snapple Group Inc , PartnerRe Ltd ,
  • Category: Large Value
Sign-up for MLVEX investment picks
  • 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
Sign-up for JAPFX investment picks
  • Holdings: Health Care Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF ,
  • Category: Long/Short Equity
Sign-up for SDRCX investment picks
  • Holdings: Sino Biopharmaceutical Ltd , Cemex Latam Holdings SA , International Container Terminal Services Inc , Metropolitan Bank & Trust Company , Kasikornbank Public Co Ltd Shs Foreign Registered ,
  • Category: Diversified Emerging Mkts
Sign-up for WIESX investment picks
  • Holdings: Samsung Electronics Co Ltd , Sanlam Ltd , China Mobile Ltd , iShares MSCI India Index , OTP Bank PLC ,
  • Category: Diversified Emerging Mkts
Sign-up for BAFQX investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 , Exxon Mobil Corporation ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for WTFRX investment picks
  • Holdings: Rockwood Holdings Inc , CareFusion Corp , Protective Life Corp , Covidien PLC , Atlas Energy LP ,
  • Category: Multialternative
Sign-up for OMOAX investment picks
  • Holdings: Visa Inc Class A , Oracle Corporation , Microsoft Corp , Alibaba Group Holding Ltd ADR , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for HTECX investment picks
  • Category: Emerging Markets Bond
Sign-up for ICDEX investment picks
  • Holdings: PowerShares DB Gold ETF , Vanguard REIT ETF , Vanguard FTSE Developed Markets ETF , iShares Russell 2000 , iShares Russell 1000 ,
  • Category: Tactical Allocation
Sign-up for NIDAX investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Wal-Mart Stores Inc , Costco Wholesale Corp , Kimberly-Clark Corp , Procter & Gamble Co ,
  • Category: Large Blend
Sign-up for AUENX investment picks
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Funds From: EIIFX - Eaton Vance Balanced I - Large Blend to AUENX - AQR US Defensive Equity N - Large Blend
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