Funds From: sgovx - First Eagle Overseas A - Large Blend to mcmfx - AMG Managers Cadence Mid Cap Instl - Mid Growth


  • Holdings: Gold Commodity In Ounces , Grupo Televisa SAB ADR , KDDI Corp , Fanuc Corp , Hoya Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , Apple Inc , Microsoft Corp , The Hershey Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , Duke Realty Corp , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Lazard Ltd , WEX Inc , Kansas City Southern Inc , Balchem Corp , Quanta Services Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Long Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Mercadolibre Inc , Monster Beverage Corp , Mead Johnson Nutrition Co , Cerner Corp , Gartner Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , AvalonBay Communities Inc , Prologis Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Comcast Corp Class A , Citigroup Inc , Bank of America Corporation , Cisco Systems Inc , Celgene Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Holdings: Toyota Motor Corp , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc , Bayer AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Microsoft Corp , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Outerwall Inc , Pantry Inc , Rite Aid Corp , Strayer Education Inc , Alaska Air Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for dvctx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for guiqx investment picks
  • Holdings: Wells Fargo & Co , Microsoft Corp , Amdocs Ltd , Raytheon Co , Charles Schwab Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Continental Resources Inc , Zimmer Holdings Inc , BlackRock Inc , Goldman Sachs Group Inc , Ford Motor Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for phblx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: World Fuel Services Corp , Royal Gold Inc , Alliant Techsystems Inc , Ingredion Inc , Crane Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Skyworks Solutions Inc , Monster Beverage Corp , Constellation Brands Inc Class A , Moody's Corporation , Chipotle Mexican Grill Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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Funds From: sgovx - First Eagle Overseas A - Large Blend to mcmfx - AMG Managers Cadence Mid Cap Instl - Mid Growth
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