Funds From: padix - Pacific Advisors Income & Equity A LW - Large Value to scctx - RidgeWorth Conservative Allc Strat I - Large Growth


  • Holdings: Intel Corp , Verizon Communications Inc , Cisco Systems Inc , Kroger Co , Microsoft Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: British American Tobacco PLC , Verizon Communications Inc , HCP Inc , Unilever NV DR , Jardine Matheson Holdings Ltd ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for serax investment picks
  • Holdings: Chevron Corp , JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for favax investment picks
  • Holdings: American International Group Inc , JPMorgan Chase & Co , Citigroup Inc , Bank of America Corporation , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hwlax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for csdax investment picks
  • Holdings: Netflix Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Gilead Sciences Inc , Hologic Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Intel Corp , American International Group Inc , American Water Works Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: GenCorp Inc , Cantel Medical Corp , Ferro Corp , Strattec Security Corp , Steel Excel Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for wmmax investment picks
  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Dynamic Equity Y , Russell Emerging Markets Y , Russell US Small Cap Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for reaax investment picks
  • Holdings: Waddell & Reed Vanguard Y , Waddell & Reed New Concepts Y , Waddell & Reed Global Growth Y , Waddell & Reed Small Cap Y , Waddell & Reed Core Investment Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for wagrx investment picks
  • Holdings: Marriott Vacations Worldwide Corp , Core-Mark Holding Co Inc , Hikma Pharmaceuticals PLC , Strategic Hotels & Resorts Inc , Sartorius Stedim Biotech SA ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rgsax 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 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for psbax investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for cgtax investment picks
  • Holdings: Mettler-Toledo International Inc , Energizer Holdings Inc , Skyworks Solutions Inc , Huntington Ingalls Industries Inc , Health Net Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for dpsax investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , NXP Semiconductors NV , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for ityax investment picks
  • Holdings: ABB Ltd , ResMed Inc , Rio Tinto PLC , Aon PLC , ING Groep N.V. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for ibvax investment picks
  • Holdings: Torex Gold Resources Inc , Franco-Nevada Corp , Turquoise Hill Resources Ltd , Agnico Eagle Mines Ltd , Detour Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for igdax investment picks
  • Holdings: Devon Energy Corp , Exxon Mobil Corporation , Royal Dutch Shell PLC ADR Class A , Apache Corporation , Chevron Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ienax investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for sainx investment picks
  • Holdings: SanDisk Corp , Omnicare Inc , Ameriprise Financial Inc , Juniper Networks Inc , Noble Energy Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for samvx investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , iShares Core US Aggregate Bond , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for svmax investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity IS , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for scctx investment picks
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Funds From: padix - Pacific Advisors Income & Equity A LW - Large Value to scctx - RidgeWorth Conservative Allc Strat I - Large Growth
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