Funds From: RYDFX - Royce Micro-Cap Discovery Svc - Small Value to FREFX - Fidelity® Series Real Estate Equity F - Mid Blend


  • Holdings: Village Super Market Inc Class A , Miller Industries Inc. , Utah Medical Products Inc , National Healthcare Corp , Invacare Corp ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for RYDFX investment picks
  • Holdings: Micron Tech Cv 1.625% , Intel Cv 3.25% , Wells Fargo & Co, San Francisco Ca Pfd , Priceline Grp Cv 1% , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for PCVRX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ASHIX investment picks
  • Holdings: Amazon.com Inc , Bank of America Corporation , Lennar Corp , Facebook Inc Class A , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for JFCIX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , S+p500 Emini Fut Mar15 Xcme 20150320 ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for MSXAX investment picks
  • Holdings: iShares Russell 2000 Growth , DexCom Inc , Graphic Packaging Holding Co , Casey's General Stores Inc , PolyOne Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for HISCX investment picks
  • Holdings: Apple Inc , Electronic Arts Inc , Visa Inc Class A , SBA Communications Corp , Oracle Corporation ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for AAAIX investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for IARIX investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya US Bond Index Port I , VY BlackRock Inflation Protected Bond I , Voya Short Term Bond R6 , Voya Global Bond R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for ISNEX investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for ARWIX investment picks
  • Category: Emerging Markets Bond
Sign-up for HTRIX investment picks
  • Holdings: First American Financial Corp , Western Union Co , Bristow Group Inc , Stanley Black & Decker Inc , Northern Trust Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for MXMCX investment picks
  • Holdings: Baxter International Inc , Ford Motor Co , Wells Fargo & Co , AT&T Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for PNERX investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for FAFEX investment picks
  • Holdings: General Electric Co , Wal-Mart Stores 5.25% , Expedia Inc Del 5.95% , General Elec Cap 5.3% , Belo 7.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for OTFTX investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for NGTAX investment picks
  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Shrt-Term Infl-Prot Sec Idx Inv ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for VTXVX investment picks
  • Holdings: Zions Bancorp , Arch Capital Group Ltd , Gannett Co Inc , Western Alliance Bancorp , American Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for MAISX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for CBPSX investment picks
  • Holdings: Nasdaq 100 E-Mini Mar15 Xcme 20150320 , S+p500 Emini Fut Mar15 Xcme 20150320 , Russell 2000 Mini Mar15 Imeq 20150320 , Swiss Mkt Ix Futr Mar15 Xeur 20150320 , S80895211 Irs Aud R F 4.20000 Sl_1480895211_fixed Ccpvanill ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for JHAIX investment picks
  • Holdings: CVS Health Corp , Lowe's Companies Inc , 3M Co , Apple Inc , Western Digital Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for SFLAX investment picks
  • Holdings: Lockheed Martin Corp , Philip Morris International Inc , JPMorgan Chase & Co , Exxon Mobil Corporation , United Parcel Service Inc (UPS) Class B ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for OCLVX investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for LSFAX investment picks
  • Holdings: Nestle SA , Novartis AG , Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Long/Short Equity
Sign-up for GAIYX investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for AGBVX investment picks
  • Holdings: Assura Group Ord , Partners Group Holding , Neopost , Spirax-Sarco Engineering PLC , Aurelius AG ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for CAECX investment picks
  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Emerging Markets Core Equity I , S+p500 Emini Fut Mar15 Xcme 20150320 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for DSHGX investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for FEFIX investment picks
  • Holdings: Akamai Tech 144A Cv , Siemens Financier ([Wts/Rts]) , Clearwire Comm 144A 8.25% , Yahoo Cv , Nuvasive Cv 2.75% ,
  • Category: Convertibles
  • Morningstar Rating: 1 Stars
Sign-up for HRCSX investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , HCP Inc , Essex Property Trust Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for FREFX investment picks
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Funds From: RYDFX - Royce Micro-Cap Discovery Svc - Small Value to FREFX - Fidelity® Series Real Estate Equity F - Mid Blend
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