Funds From: amfbx - American Funds American Mutual B - Large Value to semcx - SEI Mid-Cap A (SIMT) - Mid Blend


  • Holdings: Verizon Communications Inc , Amgen Inc , AbbVie Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Schwab Total Bond Market , Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Cisco Systems Inc , Amazon.com Inc , Oracle Corporation , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: NetApp Inc , Discover Financial Services , Fifth Third Bancorp , Berry Plastics Group Inc , Invesco Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Twitter Inc , Corporate Executive Board Co , Fiesta Restaurant Group Inc , The Advisory Board Co , AthenaHealth Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , Amgen Inc , AbbVie Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Danone , Nestle SA , Reckitt Benckiser Group PLC , KDDI Corp , Kao Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for dticx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for tahyx investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: Remgro Ltd , Unilever PLC , Brilliance China Automotive Holdings Ltd , Tata Consultancy Services Ltd , Itau Unibanco Holding SA ADR ,
  • Category: Diversified Emerging Mkts
  • 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: 4 Stars
Sign-up for btiix investment picks
  • Holdings: Visa Inc Class A , Qualcomm Inc , Apple Inc , Celgene Corp , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for selcx investment picks
  • Holdings: Qualys Inc , Health Net Inc , Cepheid , FireEye Inc , Faro Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for tgscx investment picks
  • Holdings: Waste Connections Inc , Jarden Corp , Taminco Corp , Brinker International Inc , Spectrum Brands Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Intl Dividend Inc I , Lord Abbett Convertible I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for sbsyx investment picks
  • Holdings: Hillshire Brands Co , Protective Life Corp , Hittite Microwave Corp , Zale Corp , Safeway Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pdivx investment picks
  • Holdings: Hitachi Ltd , Teva Pharmaceutical Industries Ltd ADR , Sumitomo Mitsui Financial Group Inc , AXA SA , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for sbylx investment picks
  • Holdings: Energy Transfer Equity LP , Kinder Morgan, Inc. , Dominion Resources Inc , Sempra Energy , Spectra Energy Corp ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
Sign-up for gasfx investment picks
  • Holdings: Nestle SA ADR , British American Tobacco PLC , Novo Nordisk A/S ADR , Anheuser-Busch Inbev SA , Diageo PLC ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: MSCI Inc , Heartland Payment Systems Inc , Techne Corp , DineEquity Inc , Ulta Salon Cosmetics & Fragrances Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dfdix investment picks
  • Holdings: Apple Inc , US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Fed Natl Mort Assc 4% ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: S&P MidCap 400 Index Future Dec14 , Kroger Co , Michael Kors Holdings Ltd , Synopsys Inc , CBRE Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for semcx investment picks
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Funds From: amfbx - American Funds American Mutual B - Large Value to semcx - SEI Mid-Cap A (SIMT) - Mid Blend
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