Funds From: sibax - Sit Balanced - Large Growth to prnhx - T. Rowe Price New Horizons - Mid Growth


  • Holdings: Apple Inc , GNMA 4.5% , Visa Inc Class A , CVS Health Corp , US Treasury Bond 2.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Applied Materials Inc , Celgene Corp , Carnival Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • 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
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  • Category: Long Government
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Nestle SA ADR , Dassault Systemes SA , AIA Group Ltd , ICICI Bank Ltd ADR , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Blue Chip Growth , T. Rowe Price Value , T. Rowe Price Equity Income , T. Rowe Price Intl Gr & Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 Growth , WEX Inc , Vail Resorts Inc , Ultimate Software Group Inc , Healthsouth Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Landstar System Inc , Genesee & Wyoming Inc Class A , East West Bancorp Inc , Proassurance Corp , SVB Financial Group ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Akorn Inc , Mallinckrodt PLC , WEX Inc , The Middleby Corp , EPAM Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Red Hat Inc , Priceline Group Inc , Western Digital Corp , Baidu Inc ADR ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 , Exxon Mobil Corporation ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Calpine Corp , Edison International , PG&E Corp , National Grid PLC , NRG Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
Sign-up for putmx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
Sign-up for njtfx investment picks
  • Holdings: Moody's Corporation , VF Corp , Hanesbrands Inc , Skyworks Solutions Inc , Monster Beverage Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Toyota Motor Corp , Novartis AG , Bayer AG , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ogebx investment picks
  • Holdings: Amazon.com Inc , Oracle Corporation , Qualcomm Inc , Google Inc Class A , Monster Beverage Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for neccx investment picks
  • Holdings: Restoration Hardware Holdings Inc , O'Reilly Automotive Inc , Puma Biotechnology Inc , Roper Industries Inc , Vail Resorts Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for prnhx investment picks
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Funds From: sibax - Sit Balanced - Large Growth to prnhx - T. Rowe Price New Horizons - Mid Growth
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