Funds From: nrgcx - Ascendant Natural Resources C - Large Value to whghx - Westwood Short Duration High Yield Instl


  • Holdings: EOG Resources Inc , CF Industries Holdings Inc , Chevron Corp , Exxon Mobil Corporation , Occidental Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: EOG Resources Inc , CF Industries Holdings Inc , Chevron Corp , Exxon Mobil Corporation , Occidental Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Rambus Inc Del Cv 1.125% , Wells Fargo & Co, San Francisco Ca Pfd , Bk Amer Pfd , Airtran Hldgs Cv 5.25% , Seacor Hldgs 144A Cv 3% ,
  • Category: Convertibles
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  • Holdings: Rambus Inc Del Cv 1.125% , Wells Fargo & Co, San Francisco Ca Pfd , Bk Amer Pfd , Airtran Hldgs Cv 5.25% , Seacor Hldgs 144A Cv 3% ,
  • Category: Convertibles
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  • Holdings: Rambus Inc Del Cv 1.125% , Wells Fargo & Co, San Francisco Ca Pfd , Bk Amer Pfd , Airtran Hldgs Cv 5.25% , Seacor Hldgs 144A Cv 3% ,
  • Category: Convertibles
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  • Holdings: SPDR® Barclays Convertible Secs ETF , Foot Locker Inc , Morgans Hotel Grp Cv 2.375% , Rambus Inc Del Cv 1.125% , Nuance Comms Cv 2.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for atbix investment picks
  • Holdings: SPDR® Barclays Convertible Secs ETF , Foot Locker Inc , Morgans Hotel Grp Cv 2.375% , Rambus Inc Del Cv 1.125% , Nuance Comms Cv 2.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for atbtx investment picks
  • Holdings: SPDR® Barclays Convertible Secs ETF , Foot Locker Inc , Morgans Hotel Grp Cv 2.375% , Rambus Inc Del Cv 1.125% , Nuance Comms Cv 2.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 , Exxon Mobil Corporation ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
Sign-up for wfqhx investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 , Exxon Mobil Corporation ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for wfqux investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 , Exxon Mobil Corporation ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for wflhx investment picks
  • Holdings: Idacorp Inc , LaSalle Hotel Properties , Sanmina Corp , Deluxe Corp , Platinum Underwriters Holdings Ltd ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for psvzx investment picks
  • Holdings: Idacorp Inc , LaSalle Hotel Properties , Sanmina Corp , Deluxe Corp , Platinum Underwriters Holdings Ltd ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for psvrx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for adlax investment picks
  • Holdings: GAF CORP , US Treasury Note , Apple Inc , Vereinigte Mexikanische 5% , Poland(Rep Of) 4.75% ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for f00000mb8g investment picks
  • Holdings: GAF CORP , US Treasury Note , Apple Inc , Vereinigte Mexikanische 5% , Poland(Rep Of) 4.75% ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for f00000mb8f investment picks
  • Holdings: GAF CORP , US Treasury Note , Vereinigte Mexikanische 5% , Poland(Rep Of) 4.75% , Apple Inc ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fgaax investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Real Return Instl , AllianzGI US Managed Volatility Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for gvspx investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Real Return Instl , AllianzGI US Managed Volatility Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for gvsax investment picks
  • Holdings: SPDR® Barclays Convertible Secs ETF , Foot Locker Inc , Morgans Hotel Grp Cv 2.375% , Rambus Inc Del Cv 1.125% , Nuance Comms Cv 2.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE , iShares MSCI ACWI , WisdomTree Europe Hedged Equity ETF , Deutsche X-trackers MSCI EAFE Hedged Eq , WisdomTree Japan Hedged Equity ETF ,
  • Category: Tactical Allocation
Sign-up for stoix investment picks
  • Holdings: iShares MSCI EAFE , iShares MSCI ACWI , WisdomTree Europe Hedged Equity ETF , Deutsche X-trackers MSCI EAFE Hedged Eq , WisdomTree Japan Hedged Equity ETF ,
  • Category: Tactical Allocation
Sign-up for stogx investment picks
  • Holdings: iShares MSCI EAFE , iShares MSCI ACWI , WisdomTree Europe Hedged Equity ETF , Deutsche X-trackers MSCI EAFE Hedged Eq , WisdomTree Japan Hedged Equity ETF ,
  • Category: Tactical Allocation
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  • Holdings: Kinder Morgan, Inc. , Altria Group Inc , Plains GP Holdings LP Class A , Microsoft Corp , Novartis AG ADR ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for biadx investment picks
  • Holdings: Kinder Morgan, Inc. , Altria Group Inc , Plains GP Holdings LP Class A , Microsoft Corp , Novartis AG ADR ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for badax investment picks
  • Category: Long-Term Bond
Sign-up for f00000n8py investment picks
  • Holdings: Microsoft Corp , Liberty Global PLC Class C , CVS Health Corp , Comcast Corp Class A , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for bpgix investment picks
  • Holdings: UDR Inc , Equity Residential , SL Green Realty Corp , CurrencyShares® Japanese Yen ETF , Kilroy Realty Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for clsvx investment picks
  • Holdings: UDR Inc , Equity Residential , SL Green Realty Corp , CurrencyShares® Japanese Yen ETF , Kilroy Realty Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for clsix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for whghx investment picks
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Funds From: nrgcx - Ascendant Natural Resources C - Large Value to whghx - Westwood Short Duration High Yield Instl
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