Funds From: bsbax - Northern Short Bond to waayx - Waddell & Reed Accumulative Y - Large Growth


  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Vodafone Group PLC , Sorenson Communications Inc , Spirit Realty Capital Inc , Transocean Ltd , Ageas NV ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan High Yield R6 , JPMorgan Intrepid International Inst , JPMorgan Realty Income Instl , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Markets Debt R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: FRP Holdings Inc , Resources Connection Inc , Shoe Carnival , Stein Mart , American Public Education Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Thor Industries Inc , Alleghany Corp , Lincoln Electric Holdings, Inc. , Woodward Inc , Ritchie Bros Auctioneers Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Gold , Galaxy Entertainment Group Ltd , AIA Group Ltd , Media Group International Ltd. , Las Vegas Sands Corp ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Kinder Morgan, Inc. , Macquarie Infrastructure Co LLC , Enterprise Products Partners LP , Corning Inc , Energy Transfer Equity LP ,
  • Category: Utilities
  • Morningstar Rating: 2 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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  • Holdings: E-mini S&P 500 Index Future Dec14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme (Red) 12/14/15 , Fin Fut Euro$ Cme (Red) 03/14/16 ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Toyota Motor Corp , SK Hynix Inc , Sumitomo Mitsui Financial Group Inc , China Life Insurance Co Ltd H Shares , Samsung Electronics Co Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
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  • Holdings: Housing Development Finance Corp Ltd , AIA Group Ltd , Tata Consultancy Services Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Novartis AG ADR , Heineken NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for stiax investment picks
  • Holdings: AT&T Inc , Verizon Communications Inc , Vodafone Group PLC , Comcast Corp Class A , BT Group PLC ,
  • Category: Communications
  • Morningstar Rating: 2 Stars
Sign-up for ftebx investment picks
  • Holdings: S&P 500 Emini Fut Mar15 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Citrix Systems Inc , ConAgra Foods Inc , Johnson Controls Inc , Universal Health Services Inc Class B , Comerica Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Bayer AG , Lloyds Banking Group PLC , British American Tobacco PLC , KDDI Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for aaipx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Toyota Motor Corp , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for pditx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Danaher Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mfrcx investment picks
  • Holdings: Manhattan Associates Inc , SBA Communications Corp , Jack In The Box Inc , CoStar Group Inc , Westinghouse Air Brake Technologies Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gtsbx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A , BP PLC , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for umesx investment picks
  • Holdings: Apple Inc , Allergan Inc , Kansas City Southern Inc , Canadian Pacific Railway Ltd , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for waayx investment picks
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Funds From: bsbax - Northern Short Bond to waayx - Waddell & Reed Accumulative Y - Large Growth
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