Funds From: gtagx - Invesco Mid Cap Core Equity A - Mid Blend to notex - Northern Tax-Exempt


  • Holdings: Progressive Corp , Linear Technology Corp , Northern Trust Corp , Moody's Corporation , Torchmark Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Energy Select Sector SPDR® ETF , Deutsche Post AG ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Oracle Corporation , Comcast Corp Class A , Qualcomm Inc , Kansas City Southern Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 Value , Chesapeake Lodging Trust , Esterline Technologies , Pebblebrook Hotel Trust , Strategic Hotels & Resorts Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: MasterCard Inc Class A , iShares Russell 1000 Growth , iShares S&P 500 Growth , Lowe's Companies Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Energy Select Sector SPDR® ETF , Deutsche Post AG ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Home Depot Inc , Google Inc Class C , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Actavis PLC , Apple Inc , Thermo Fisher Scientific Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 2.75% , US Treasury Note 1.5% , US Treasury Note 0.375% , US Treasury Note 1.5% , US Treasury Bond 3.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Republic Services Inc Class A , j2 Global Inc , FTI Consulting Inc , PartnerRe Ltd , Harmonic Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Comcast Corp Class A , Medtronic Inc , Applied Materials Inc , Apple Inc , Becton Dickinson & Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Alkermes PLC , Snap-on Inc , Alaska Air Group Inc , Goodyear Tire & Rubber Co , Cooper Companies ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Merck & Co Inc , Medtronic Inc , White Mountains Insurance Group Ltd , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Edison International , NextEra Energy Inc , Sempra Energy , Visa Inc Class A , ITC Holdings Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for evubx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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Funds From: gtagx - Invesco Mid Cap Core Equity A - Mid Blend to notex - Northern Tax-Exempt
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