Funds From: ofaax - O'Shaughnessy All Cap Core A - Large Value to unybx - USAA NY Bond Adviser


  • Holdings: AT&T Inc , Home Depot Inc , Pfizer Inc , Travelers Companies Inc , Marathon Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ofaax investment picks
  • Holdings: Micron Tech Cv 3% , Gilead Sciences Cv 1.625% , Intel Cv 3.25% , Salix Pharmaceuticals Cv 1.5% , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 5 Stars
Sign-up for ancmx investment picks
  • Holdings: China Mobile Ltd , Ping An Insurance Group H Shares , Industrial And Commercial Bank Of China Ltd H Shares , PetroChina Co Ltd H Shares , Tencent Holdings Ltd. ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for alqax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for egrix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for egrax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for egrcx investment picks
  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Targa Resources Corp , Regency Energy Partners LP , ONEOK Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
Sign-up for cshzx investment picks
  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Targa Resources Corp , Regency Energy Partners LP , ONEOK Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
Sign-up for cshcx investment picks
  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Targa Resources Corp , Regency Energy Partners LP , ONEOK Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 1 Stars
Sign-up for cshax investment picks
  • Holdings: KCM Macro Trends R-1 , Barclays Bk , iShares iBoxx $ High Yield Corporate Bd , iShares Russell Mid-Cap Value , ProShares Ultra QQQ ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fxtax investment picks
  • Holdings: Guggenheim Enhanced Short Dur ETF , Guggenheim S&P 500® Equal Weight ETF , SPDR S&P 500 , iShares iBoxx $ High Yield Corporate Bd , SPDR S&P MidCap 400 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fxsax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for fxbax investment picks
  • Holdings: Palmer Square Absolute Return I , Palmer Square SSI Alternative Inc I , ProShares Ultra Russell2000 , ProShares Ultra MidCap400 , ProShares Short S&P500 ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
Sign-up for fxmax investment picks
  • Holdings: Acadia Healthcare Co Inc , LKQ Corp , InterXion Holding NV , Equinix Inc , Community Health Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for cadgx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for drslx investment picks
  • Holdings: Ann Inc , Westar Energy Inc , LTC Properties Inc , Team Health Holdings Inc , Clarcor Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for fosbx investment picks
  • Holdings: Southwest Airlines Co , Mallinckrodt PLC , United Therapeutics Corp , Bally Technologies Inc , Fiserv Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for fogpx investment picks
  • Holdings: US Treasury Bond 9.25% , US Treasury Note 1.75% , United Therapeutics Corp , United Rentals Inc , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fobpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for foipx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fospx investment picks
  • Holdings: Walt Disney Co , Nestle SA , Linde AG , Reckitt Benckiser Group PLC , Honeywell International Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for uswgx investment picks
  • Holdings: Goldcorp Inc , Randgold Resources Ltd ADR , Tahoe Resources Inc , Royal Gold Inc , Eldorado Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
Sign-up for upmmx investment picks
  • Holdings: Bayer AG , Nestle SA , Compass Group PLC , HSBC Holdings PLC , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for uaifx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for uagnx investment picks
  • Holdings: Samsung Electronics Co Ltd , Pacific Rubiales Energy Corp Common Stock , Sberbank Of Russia , Petroleo Brasileiro SA Petrobras ADR , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for uaemx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for utesx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for uteix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for utelx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for uxabx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for unybx investment picks
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Funds From: ofaax - O'Shaughnessy All Cap Core A - Large Value to unybx - USAA NY Bond Adviser
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