Funds From: wvacx - Waddell & Reed Value C - Large Value to vfiux - Vanguard Interm-Term Treasury Adm


  • Holdings: Western Digital Corp , American International Group Inc , Citigroup Inc , SanDisk Corp , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Randgold Resources Ltd ADR , Evergreen Special Invts Cayman , Royal Gold Inc , Eldorado Gold Corp , Agnico Eagle Mines Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Fibra Uno Administracion SA de CV Series 11 , Housing Development Finance Corp Ltd , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 4 Stars
Sign-up for kifbx investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Prologis Inc , General Growth Properties Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for gbdcx investment picks
  • Holdings: RAF FUND LTD. , Cibc Cibzopqr 0% 1/22/16 , US Treasury Note 2% , Nc Fin D Bond 1999-I 8.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 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
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Intel Corp , Nike Inc Class B , United Technologies Corp , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for vmlux investment picks
  • Holdings: Baidu Inc ADR , SK Hynix Inc , Grupo Televisa SAB ADR , Rogers Communications Inc Class B , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson & Johnson , Pfizer Inc , Gilead Sciences Inc , Merck & Co Inc , Amgen Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for hcpsx investment picks
  • Holdings: Microsoft Corp , Comcast Corp Class A , Amazon.com Inc , Philip Morris International Inc , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for afifx investment picks
  • Holdings: Southwest Airlines Co , Packaging Corp of America , Robert Half International Inc , Aon PLC , Huntington Bancshares Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Skyworks Solutions Inc , Realty Income Corp , SL Green Realty Corp , Equinix Inc , Advance Auto Parts Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for fmcyx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ibfcx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Short-Term Income Inst , Principal Bond Market Index Instl , Principal Inflation Protection Inst , Principal Equity Income Inst ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for plspx investment picks
  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Exelon Corp , Southern Co ,
  • Category: Trading-Leveraged Equity
Sign-up for utpsx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for eifhx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for enpsx investment picks
  • Holdings: Novo Nordisk A/S Class B , Amazon.com Inc , Microsoft Corp , Regeneron Pharmaceuticals Inc , United Continental Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for npffx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for ptbnx investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR┬« S&P 500 ETF , Apple Inc , US Treasury Bond 3.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pbccx investment picks
  • Holdings: Intel Corp , Texas Instruments Inc , Micron Technology Inc , Applied Materials Inc , Broadcom Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for smpix investment picks
  • Holdings: ITC Holdings Corp , Mednax Inc , Jarden Corp , Quanta Services Inc , Nuance Communications Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for smgcx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for ptcmx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for vfiux investment picks
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Funds From: wvacx - Waddell & Reed Value C - Large Value to vfiux - Vanguard Interm-Term Treasury Adm
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