Funds From: bgfix - William Blair Growth I - Large Growth to pacix - Columbia Convertible Securities A - Large Value


  • Holdings: MasterCard Inc Class A , Gilead Sciences Inc , Lowe's Companies Inc , Qualcomm Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for bgfix investment picks
  • Holdings: MasterCard Inc Class A , Gilead Sciences Inc , Lowe's Companies Inc , Qualcomm Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wbgsx investment picks
  • Holdings: Glencore PLC , Prudential PLC , Sumitomo Mitsui Financial Group Inc , Sampo Oyj Class A , Reckitt Benckiser Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for wbiix investment picks
  • Holdings: Compass Group PLC , Bayer AG , Novartis AG , CNOOC Ltd , Toronto-Dominion Bank ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wiiex investment picks
  • Holdings: Compass Group PLC , Bayer AG , Novartis AG , CNOOC Ltd , Toronto-Dominion Bank ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wieix investment picks
  • Holdings: Compass Group PLC , Bayer AG , Novartis AG , CNOOC Ltd , Toronto-Dominion Bank ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wienx investment picks
  • Holdings: Glencore PLC , Prudential PLC , Sumitomo Mitsui Financial Group Inc , Sampo Oyj Class A , Reckitt Benckiser Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for bigix investment picks
  • Holdings: Glencore PLC , Prudential PLC , Sumitomo Mitsui Financial Group Inc , Sampo Oyj Class A , Reckitt Benckiser Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for wbigx investment picks
  • Holdings: Compass Group PLC , Roche Holding AG , Vinci , Teva Pharmaceutical Industries Ltd ADR , Tencent Holdings Ltd. ,
  • Category: Foreign Large Growth
Sign-up for wilix investment picks
  • Holdings: Compass Group PLC , Roche Holding AG , Vinci , Teva Pharmaceutical Industries Ltd ADR , Tencent Holdings Ltd. ,
  • Category: Foreign Large Growth
Sign-up for WILIX investment picks
  • Holdings: Compass Group PLC , Roche Holding AG , Vinci , Teva Pharmaceutical Industries Ltd ADR , Tencent Holdings Ltd. ,
  • Category: Foreign Large Growth
Sign-up for wilnx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Union Pacific Corp , Home Depot Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for lcgfx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Union Pacific Corp , Home Depot Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for lcgnx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , International Business Machines Corp , Google Inc Class C ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for wmlix investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Canadian Pacific Railway Ltd , Novo Nordisk A/S ADR , Canadian National Railway Co , Tencent Holdings Ltd. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for wlttx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Canadian Pacific Railway Ltd , Novo Nordisk A/S ADR , Canadian National Railway Co , Tencent Holdings Ltd. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for wlctx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A , Starbucks Corp , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wlcgx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A , Starbucks Corp , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for dtlgx investment picks
  • Holdings: Swatch Group AG , British American Tobacco PLC , CIE FINANCIERE RICHEMONT SA , Canadian Natural Resources Ltd , Franklin Resources Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for wgrix investment picks
  • Holdings: Swatch Group AG , British American Tobacco PLC , CIE FINANCIERE RICHEMONT SA , Canadian Natural Resources Ltd , Franklin Resources Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for wgrnx investment picks
  • Holdings: Apple Inc , SBA Communications Corp , Qualcomm Inc , Verizon Communications Inc , Skyworks Solutions Inc ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
Sign-up for wirex investment picks
  • Holdings: Chevron Corp , International Business Machines Corp , Qualcomm Inc , Verizon Communications Inc , ConocoPhillips ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for tdeyx investment picks
  • Holdings: Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.75% , Starwood Property Trust, Inc. , PPL Corp , Comcast Corp Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for opebx investment picks
  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for phikx investment picks
  • Holdings: Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.75% , Starwood Property Trust, Inc. , PPL Corp , Comcast Corp Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for opecx investment picks
  • Holdings: British American Tobacco PLC , UGI Corp , Procter & Gamble Co , CH Robinson Worldwide Inc , PepsiCo Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ktrcx investment picks
  • Holdings: JPMorgan Chase & Co , MetLife Inc , ConocoPhillips , Bank of America Corporation , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fbpbx investment picks
  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett High Yield I ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for lagex investment picks
  • Holdings: Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.75% , Starwood Property Trust, Inc. , PPL Corp , Comcast Corp Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oppex investment picks
  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for pacix investment picks
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Funds From: bgfix - William Blair Growth I - Large Growth to pacix - Columbia Convertible Securities A - Large Value
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