Funds From: CUHTX - Compass EMP US 500 Enh Volatil Wtd T - Large Blend to BAWAX - Brown Advisory Sustainable Growth Adv - Large Growth


  • 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 CUHTX investment picks
  • Holdings: MFS® Government Securities R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 , MFS® Research Bond R5 ,
  • Category: Target Date 2021-2025
Sign-up for LTTBX investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , SEI Investments Company , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for CEARX investment picks
  • Holdings: American Funds American Hi-Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 ,
  • Category: Conservative Allocation
Sign-up for CIPFX investment picks
  • Category: High Yield Bond
Sign-up for NHSIX investment picks
  • Holdings: MISUMI Group Inc. , ASICS Corp , Ryohin Keikaku Co., Ltd. , Kao Corp , Mitsubishi Corp ,
  • Category: Japan Stock
  • Morningstar Rating: 4 Stars
Sign-up for HJPNX investment picks
  • Holdings: Wynn Resorts Ltd , Reynolds American Inc , Brown-Forman Corp Class B , Boeing Co , Lorillard Inc ,
  • Category: Large Blend
Sign-up for US92217Y1010 investment picks
  • Holdings: Williams Companies Inc , Targa Resources Corp , Kinder Morgan Management LLC , Plains GP Holdings LP Class A , Semgroup Corp ,
  • Category: Energy Limited Partnership
Sign-up for SMAPX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares MSCI Emerging Markets ,
  • Category: Target Date 2036-2040
Sign-up for JOBBX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
Sign-up for CTSEX investment picks
  • Holdings: Apple Inc , Microsoft Corp , Bristol-Myers Squibb Company , Lowe's Companies Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for TWMTX investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Value , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for US66537U5855 investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , JPMorgan High Yield R6 , iShares MSCI EAFE ,
  • Category: Retirement Income
Sign-up for JIBBX investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for RGWGX investment picks
  • Holdings: MasterCard Inc Class A , British American Tobacco PLC , Philip Morris International Inc , Nestle SA , Housing Development Finance Corp Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for WWOIX investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Chevron Corp ,
  • Category: Large Blend
Sign-up for FGLGX investment picks
  • Holdings: Universal Electronics Inc , Synchronoss Technologies Inc , Greenbrier Companies Inc , Tyler Technologies Inc , Synaptics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for RCSIX investment picks
  • Holdings: MFS® Commodity Strategy R5 , MFS® Global Real Estate R5 , Japan(Govt Of) 2.1% , Japan(Govt Of) 1.1% , Italy(Rep Of) 5.25% ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for GLMVX investment picks
  • Category: High Yield Bond
Sign-up for SCFIX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for CTBRX investment picks
  • Holdings: Atlantia , Snam SpA , Transurban Group , Vinci , Tokyo Gas Co Ltd ,
  • Category: World Stock
Sign-up for NMFIX investment picks
  • Category: High Yield Bond
Sign-up for SCFAX investment picks
  • Holdings: Chs Pfd , Res Cap Pfd , Cott Beverages 144A 6.75% , Frontier Comms 7.625% , Abengoa Yield 144A 7% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for NWQCX investment picks
  • Holdings: SPDR® S&P 500 ETF , S+p 500 Index Jan15 1850 Call , S+p 500 Index Jan15 1900 Call , S+p 500 Index Jan15 1855 Call , S+p 500 Index Feb15 1965 Call ,
  • Category: Market Neutral
Sign-up for AZIPX investment picks
  • Holdings: iShares Russell 2000 , Portland General Electric Co , Ryman Hospitality Properties Inc , Jack In The Box Inc , DCT Industrial Trust Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for ATSNX investment picks
  • Holdings: Energy Transfer Partners LP , Telstra Corp Ltd , Starwood Property Trust, Inc. , Blackstone Mortgage Trust Inc Class A , BAE Systems PLC ,
  • Category: World Stock
Sign-up for TCIGX investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Mini Msci Eafe Mar15 Ifus 20150320 , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for WFQCX investment picks
  • Category: Nontraditional Bond
Sign-up for PMZIX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for CBBBX investment picks
  • Holdings: Visa Inc Class A , Thermo Fisher Scientific Inc , TE Connectivity Ltd , Westinghouse Air Brake Technologies Corp , Stericycle Inc ,
  • Category: Large Growth
Sign-up for BAWAX investment picks
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Funds From: CUHTX - Compass EMP US 500 Enh Volatil Wtd T - Large Blend to BAWAX - Brown Advisory Sustainable Growth Adv - Large Growth
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