Funds From: mdbax - BlackRock Basic Value Inv A - Large Value to vgrbx - Invesco Mid Cap Growth B - Mid Growth


  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mdbax investment picks
  • Holdings: Schlumberger NV , Anadarko Petroleum Corp , Concho Resources Inc , Noble Energy Inc , EOG Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
Sign-up for pnrcx investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , British American Tobacco PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for eugbx investment picks
  • Holdings: Micron Tech Cv 2.125% , Intel Cv 3.25% , Bk Amer Pfd , Centerpoint Engy Pfd , Salesforce Com Cv 0.25% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for phikx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Palo Alto Networks 144A Cv , Salesforce Com Cv 0.25% , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for cnsbx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for clfbx investment picks
  • Holdings: Kirby Corp , Kansas City Southern Inc , CVS Health Corp , Halliburton Co , Wal-Mart Stores Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for paabx investment picks
  • Holdings: Bayerische Motoren Werke AG , Seven & i Holdings Co Ltd , AXA SA , Banco Santander SA , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mkiex investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for kctcx investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Apple Inc , Gilead Sciences Inc , EMC Corp , Great Wall Motor Co Ltd H Shares ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for aggax investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
Sign-up for etpax investment picks
  • Holdings: Tencent Holdings Ltd , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Naspers Ltd Class N ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for veiex investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for dinbx investment picks
  • Holdings: FNMA 4% TBA , Govt Natl Mtg Asso 3.5% , FNMA , Apple Inc , Fed Natl Mort Assc 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pabmx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Home Depot Inc , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mcdvx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Health Care REIT, Inc. , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for ssrex investment picks
  • Holdings: Korn/Ferry International , Tutor Perini Corp , EPR Properties , Western Alliance Bancorp , UIL Holdings Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for fsccx investment picks
  • Holdings: NXP Semiconductors NV , Palo Alto Networks Inc , PPG Industries Inc , Harman International Industries Inc , Constellation Brands Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vgrcx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
Sign-up for mdnjx investment picks
  • Holdings: Enbridge Inc , AltaGas Ltd , Cabot Oil & Gas Corp Class A , Cimarex Energy Co , Murphy Oil Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
Sign-up for ssgdx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for shicx investment picks
  • Holdings: Us 2yr Note (Cbt) Mar15 Xcbt 20150331 , S+p500 Emini Fut Mar15 Xcme 20150320 , Altria Group Inc , Imperial Tobacco Group PLC , BCE Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for mtrax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gselx investment picks
  • Holdings: Nestle SA , Danone , Reckitt Benckiser Group PLC , Kao Corp , Compass Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for mgibx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 1 Stars
Sign-up for ezmax investment picks
  • Holdings: Bunge Ltd , H&R Block Inc , Southwest Airlines Co , Huntington Ingalls Industries Inc , Western Digital Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for pecax investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for sbpax investment picks
  • Holdings: Apple Inc , US Treasury Note 1.625% , FNMA , Johnson & Johnson , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ibabx investment picks
  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Citigroup Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for idqyx investment picks
  • Holdings: NXP Semiconductors NV , Palo Alto Networks Inc , PPG Industries Inc , Harman International Industries Inc , Constellation Brands Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vgrbx investment picks
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Funds From: mdbax - BlackRock Basic Value Inv A - Large Value to vgrbx - Invesco Mid Cap Growth B - Mid Growth
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