Funds From: FMDVX - Rx Dividend Income Institutional - Large Blend to TAIFX - American Funds TxAdvtg Inc F1 - Large Blend


  • Holdings: Forward International Dividend Instl , 3M Co , Comcast Corp Class A , CME Group Inc Class A , Cardinal Health Inc ,
  • Category: World Stock
Sign-up for FMDVX investment picks
  • Holdings: Micron Tech Cv 2.125% , Intel Cv 3.25% , CU Cv 1.875% , Bk Amer Pfd , Gilead Sciences Cv 1.625% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for COVRX investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Union Pacific Corp , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for CWSRX investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Value R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Government Securities R5 ,
  • Category: Target Date 2021-2025
Sign-up for LTTAX investment picks
  • Holdings: Sx002501 Cds Usd R F 5.00000 2i65bzau6 , Sx002501 Cds Usd P V 00mevent 2i65bzau6 , Goldman Sachs Abs Return Tracker Instl , Sx002504 Cds Usd R F 5.00000 2i65brkl3 , Sx002504 Cds Usd P V 00mevent 2i65brkl3 ,
  • Category: Conservative Allocation
Sign-up for GRPPX investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for LBARX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for MHHRX investment picks
  • Category: Short-Term Bond
Sign-up for CPPCX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for CCBPX investment picks
  • Holdings: Chesapeake Engy Pfd 144A , Verizon Communications Inc , General Electric Co , United Tech , Navistar Intl Corp New 144A Cv 4.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for CFXRX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for CNFRX investment picks
  • Category: Short-Term Bond
Sign-up for PLADX investment picks
  • Holdings: Alerian MLP ETF , Yorkville High Income MLP ETF , BlackRock Floating Rate Income Instl , BlackRock High Yield Bond Instl , PowerShares Preferred ETF ,
  • Category: Tactical Allocation
Sign-up for HHIAX investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for MRNVX investment picks
  • Holdings: Wells Fargo & Co , American Express Co , SPDR® S&P 500 ETF , Verizon Communications Inc , EMC Corp ,
  • Category: Long/Short Equity
Sign-up for ASLKX investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for CEBYX investment picks
  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc ,
  • Category: Small Blend
Sign-up for MCJSX investment picks
  • Holdings: Williams Companies Inc , ONEOK Inc , Kinder Morgan Management LLC , Enbridge Energy Management LLC , Plains GP Holdings LP Class A ,
  • Category: Energy Limited Partnership
Sign-up for EGLIX investment picks
  • Holdings: Apple Inc , Netflix Inc , Amazon.com Inc , Amphenol Corp Class A , Priceline Group Inc ,
  • Category: Large Growth
Sign-up for LGNGX investment picks
  • Holdings: Visa Inc Class A , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Canadian National Railway Co , Express Scripts ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for BAFFX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
Sign-up for BLPAX investment picks
  • Holdings: VCA Inc , Catalent Inc , American Assets Trust Inc , Neenah Paper Inc , Deluxe Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for CRRYX investment picks
  • Category: Multisector Bond
Sign-up for ISICX investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , Long Term Euro BTP Future Dec14 , iShares MSCI EAFE , US TREASURY TIP ,
  • Category: Conservative Allocation
Sign-up for MAIAX investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Apple Inc , Facebook Inc Class A , Microsoft Corp , Google Inc Class A ,
  • Category: Large Growth
Sign-up for ATMNX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for JSHNX investment picks
  • Holdings: MorphoSys AG , DCC PLC , Paramount Resources Ltd Class A , Total Energy Services Trust , First Pacific Co Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
Sign-up for IEGFX investment picks
  • Holdings: iShares Russell 2000 , Consumer Staples Select Sector SPDR® ETF , Consumer Discret Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF ,
  • Category: Market Neutral
Sign-up for WBLFX investment picks
  • Category: Ultrashort Bond
Sign-up for COFAX investment picks
  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
Sign-up for TAIFX investment picks
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Funds From: FMDVX - Rx Dividend Income Institutional - Large Blend to TAIFX - American Funds TxAdvtg Inc F1 - Large Blend
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