Funds From: BULRX - Roosevelt Multi-Cap Institutional - Large Growth to BDSTX - BlackRock Short-Term Treasury Instl Dly


  • Holdings: Discover Financial Services , Apple Inc , Wells Fargo & Co , Kinder Morgan, Inc. , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for BULRX investment picks
  • Holdings: BCE Inc , Oversea-Chinese Banking Corp Ltd , Bank of Montreal , ACE Ltd , DBS Group Holdings Ltd ,
  • Category: Foreign Large Blend
Sign-up for CVHTX investment picks
  • Holdings: 10yr Mini Jgb Dec 14 , E-mini S&P 500 Index Future Dec14 , 3mo Euro Euribor Jun 15 , 3mo Euroyen (Tfx) Jun 15 , 90 Day Sterling Jun 15 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for CRMRX investment picks
  • Holdings: Samsung Electronics Co Ltd , POSCO , Companhia De Saneamento Basico Do Estado De Sao Paulo , OAO Lukoil ADR , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for TPEMX investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for PLSTX investment picks
  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New World R6 , American Funds New Economy R6 ,
  • Category: World Stock
Sign-up for RGGGX investment picks
  • Holdings: BCE Inc , Bank of Montreal , ACE Ltd , Oversea-Chinese Banking Corp Ltd , Royal Bank Of Canada ,
  • Category: Foreign Large Blend
Sign-up for CTIAX investment picks
  • Category: Emerging Markets Bond
Sign-up for JECSX investment picks
  • Holdings: Comcast Corp Class A , Medtronic Inc , Applied Materials Inc , Apple Inc , Becton Dickinson & Co ,
  • Category: Large Blend
Sign-up for VDGYX investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for US66537U6275 investment picks
  • Holdings: Long Gilt Mar 15 , Mini 10-Year Japanese Govt Bond , Columbia Mortgage Opportunities I , E-mini S&P 500 Index Future Dec14 , Euro$ 90 Day Jun 15 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for CSDRX investment picks
  • Holdings: Zimmer Holdings Inc , Host Hotels & Resorts Inc , Portland General Electric Co , Hartford Financial Services Group Inc , Fifth Third Bancorp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for CVERX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for CNDRX investment picks
  • Holdings: LogMeIn Inc , Triangle Petroleum Corp , Penn Virginia Corp , Shutterfly Inc , XPO Logistics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for JSIGX investment picks
  • Category: Ultrashort Bond
Sign-up for COFIX investment picks
  • Holdings: Alexandria Real Estate Equities Inc , Public Storage , Simon Property Group Inc , Kilroy Realty Corp , Macerich Co ,
  • Category: Real Estate
Sign-up for CWRAX investment picks
  • Holdings: Alexandria Real Estate Equities Inc , Public Storage , Simon Property Group Inc , Kilroy Realty Corp , Macerich Co ,
  • Category: Real Estate
Sign-up for CWRTX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Celgene Corp , American International Group Inc , Hartford Financial Services Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for RSGAX investment picks
  • Category: Commodities Broad Basket
Sign-up for NGVAX investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Macys Retail Hldgs 7.45% , Equitable Life Assurn Soc U S 144A 7.7% ,
  • Category: Commodities Broad Basket
Sign-up for CCOTX investment picks
  • Holdings: Manning & Napier Pro-Blend Extnd Term I , Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2021-2025
Sign-up for MTOAX investment picks
  • Holdings: At&T 2.4% , Cempclssf Fund Ltd , Goldman Sachs Grp 5.625% , Compass EMP Ultra Short-Term Fixd Inc I ,
  • Category: Commodities Broad Basket
Sign-up for CCNTX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Amgen Inc , Johnson & Johnson , Roche Holding AG Dividend Right Cert. ,
  • Category: World Stock
Sign-up for FGTNX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for MTRTX investment picks
  • Category: Muni New York Long
Sign-up for MNOAX investment picks
  • Category: World Bond
Sign-up for CEBIX investment picks
  • Holdings: Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2041-2045
Sign-up for MTUIX investment picks
  • Holdings: Cognizant Technology Solutions Corp Class A , Visa Inc Class A , Southwest Airlines Co , TJX Companies , PNC Financial Services Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for PROVX investment picks
  • Holdings: Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for PJMEX investment picks
  • Category: Short Government
Sign-up for BDSTX investment picks
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Funds From: BULRX - Roosevelt Multi-Cap Institutional - Large Growth to BDSTX - BlackRock Short-Term Treasury Instl Dly
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