Funds From: mcoax - MainStay Convertible A - Large Blend to ogbcx - JPMorgan Investor Balanced C - Large Blend


  • Holdings: Gilead Sciences Cv 1.625% , Intel Cv 3.25% , Salix Pharmaceuticals Cv 1.5% , Danaher Corp Del Cv , United States Stl Corp New Cv 2.75% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for mcoax investment picks
  • Holdings: EMC Corp , Biogen Idec Inc , NetApp Inc , Verizon Communications Inc , Time Warner Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pbcbx investment picks
  • Holdings: EMC Corp , Biogen Idec Inc , NetApp Inc , Verizon Communications Inc , Time Warner Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for phblx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oibfx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Intel Cv 3.25% , Salix Pharmaceuticals Cv 1.5% , Danaher Corp Del Cv , United States Stl Corp New Cv 2.75% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for mcsvx investment picks
  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for apbax investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sabpx investment picks
  • Holdings: T. Rowe Price Group Inc , Biogen Idec Inc , Blackstone Group LP , BB&T Corp , Freeport-McMoRan Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for nainx investment picks
  • Holdings: T. Rowe Price Group Inc , Biogen Idec Inc , Blackstone Group LP , BB&T Corp , Freeport-McMoRan Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for nbinx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oicax investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbcbx investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbupx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ocgcx investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nlbbx investment picks
  • Holdings: Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Salesforce Com Cv 0.25% , Wellpoint Cv 2.75% , Stanley Uts 18 ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for cicvx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ogbbx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ogiax investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Series Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity® Series Growth Company ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for fffdx investment picks
  • Holdings: Great-West MFS International Value Init , Great-West Goldman Sachs MidCap Val Init , Great-West T. Rowe Price Equity Inc Init , Great-West Putnam Equity Income Init , Great-West MFS International Growth Init ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mxbpx investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Dynamic Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rblsx investment picks
  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for onebx investment picks
  • Holdings: Transamerica Partners Core Bond , Transamerica Partners High Quality Bond , Transamerica Partners IPS , Transamerica Partners Large Value , Transamerica Partners Large Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dvsix investment picks
  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell Strategic Bond Y , Russell US Core Equity Y , Russell US Small Cap Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ralsx investment picks
  • Holdings: T. Rowe Price Group Inc , Biogen Idec Inc , Blackstone Group LP , BB&T Corp , Freeport-McMoRan Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for poicx investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for saipx investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Dynamic Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rbldx investment picks
  • Holdings: Great-West Templeton Global Bond Init , Great-West Loomis Sayles Bond Init , Great-West US Gov Mortg Sec Init , Great-West Federated Bond Init , Great-West Short Duration Bond Init ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mxcpx investment picks
  • Holdings: Great-West Templeton Global Bond Init , Great-West Loomis Sayles Bond Init , Great-West MFS International Value Init , Great-West US Gov Mortg Sec Init , Great-West Goldman Sachs MidCap Val Init ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mxdpx investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nbicx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ogbcx investment picks
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Funds From: mcoax - MainStay Convertible A - Large Blend to ogbcx - JPMorgan Investor Balanced C - Large Blend
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