Funds From: ladcx - Lord Abbett Developing Growth C - Small Growth to oveix - Sterling Capital Mid Value I - Mid Blend


  • Holdings: Cognex Corp , Receptos Inc , Team Health Holdings Inc , Cavium Inc , Agios Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Amgen Inc , Wells Fargo & Co , FedEx Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: VCA Inc , Akorn Inc , Hanover Insurance Group Inc , Kirby Corp , Casey's General Stores Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Cavium Inc , Tuesday Morning Corp , Ultimate Software Group Inc , Minerals Technologies Inc , Century Aluminum Co ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: ING Groep N.V. , Canadian Imperial Bank of Commerce , National Bank of Canada , Singapore Exchange Ltd , United Overseas Bank Ltd ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS , QS Batterymarch US Lg Cap Eq IS , Western Asset Core Plus Bond IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , US Treasury Bond 3.125% , Fannie Mae Single Family TBA 4% 2044-11-01 , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fed Natl Mort Assc 4.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge International Value IS , QS Batterymarch Intl Eq IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Index Mini TIC , Webster Financial Corp , Esterline Technologies , Amsurg Corp , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Intel Corp , Nike Inc Class B , Exxon Mobil Corporation , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Trading-Leveraged Equity
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Cigna Corp , Principal Financial Group , Lincoln National Corp , Fifth Third Bancorp , Sempra Energy ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Johnson & Johnson , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for chkcx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Strayer Education Inc , Brocade Communications Systems Inc , OFG Bancorp , Greenbrier Companies Inc , FactSet Research Systems, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , China Construction Bank Corp H Shares , Hon Hai Precision Ind Co Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Nidec Corp , AIA Group Ltd , Toyota Motor Corp , Mitsui Fudosan Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Balchem Corp , Lazard Ltd , WEX Inc , Mentor Graphics Corp , Euronet Worldwide Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Ross Stores Inc , Stryker Corporation , Digital Realty Trust Inc , EOG Resources Inc , Xilinx Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Acuity Brands Inc , The Middleby Corp , Acadia Healthcare Co Inc , Trex Co Inc , Insulet Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Markel Corporation , Omnicom Group Inc , Leucadia National Corp , Global Payments Inc , E*Trade Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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Funds From: ladcx - Lord Abbett Developing Growth C - Small Growth to oveix - Sterling Capital Mid Value I - Mid Blend
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