Funds From: pmrrx - PNC Multi Factor Small Cap Value A LW - Small Value to nfeax - Columbia Marsico Focused Equities A LW - Large Growth


  • Holdings: Denny's Corp , Covanta Holding Corp , CYS Investments Inc , Chesapeake Lodging Trust , S&T Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Kohl's Corp , Forest City Enterprises Cv 4.25% , United Rentals Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Verizon Communications Inc , AT&T Inc , Apple Inc , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 1.375% , Gilead Sciences Inc , US TREASURY TIP , Actavis PLC , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for nncix investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: Sinclair Broadcast Group Inc , UnitedHealth Group Inc , Japan Airlines Co Ltd , Micron Technology Inc , Houghton Mifflin Harcourt Company ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , Exxon Mobil Corporation , Cigna Corp , Merck & Co Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Samsung Electronics Co Ltd , Citigroup Inc , Comcast Corp Class A , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for utahx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for tambx investment picks
  • Holdings: Cerner Corp , Wells Fargo & Co , U.S. Bancorp , Estee Lauder Cos Inc Class A , Schlumberger NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for ortfx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , CVS Health Corp , Comcast Corp Class A , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cabdx investment picks
  • Holdings: Highwoods Properties Inc , Idacorp Inc , Esterline Technologies , Southwest Gas Corp , Greif Inc Class A ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for csmix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for lbhyx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for sltmx investment picks
  • Holdings: Vail Resorts Inc , Ultimate Software Group Inc , SVB Financial Group , Landstar System Inc , DexCom Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Edison International , Duke Energy Corporation , NextEra Energy Inc , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for fkutx investment picks
  • Holdings: Crown Holdings Inc , International Paper Co , Weyerhaeuser Co , Alcoa Inc , ONEOK Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fmivx investment picks
  • Holdings: Bayer AG , Roche Holding AG Dividend Right Cert. , Royal Dutch Shell PLC Class A , Novartis AG , Novo Nordisk A/S Class B ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for niiax investment picks
  • Holdings: Microsoft Corp , Celgene Corp , Equity Commonwealth , DineEquity Inc , Zebra Technologies Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for dveax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for frmox investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
Sign-up for imntx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for ftgax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fklax investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Biogen Idec Inc , Alibaba Group Holding Ltd ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nfeax investment picks
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Funds From: pmrrx - PNC Multi Factor Small Cap Value A LW - Small Value to nfeax - Columbia Marsico Focused Equities A LW - Large Growth
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