Funds From: ptucx - PIMCO Total Return IV C to msfkx - MFS Total Return R5 - Large Value


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Fin Fut Euro$ Cme 12/14/15 , Eraemlt Trs Equity 1ml+85 Gst , Eraemlt Trs Equity 1ml+85 *Bullet* Boa , Eraemlt Trs Equity 1ml+89.9 *Bullet* Boa ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , General Electric Co , Pfizer Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: American Airlines Group Inc , Delta Air Lines Inc , Tenet Healthcare Corp , Micron Technology Inc , Nationstar Mortgage Holdings Inc ,
  • Category: Large Blend
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Category: Muni National Interm
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  • Holdings: Swift Transportation Co , Constant Contact Inc , Ultimate Software Group Inc , Dunkin Brands Group Inc , Bright Horizons Family Solutions Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd Class N , Cognizant Technology Solutions Corp Class A , MediaTek Inc , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: PPL Corp , NextEra Energy Inc , Comcast Corp Class A , Williams Companies Inc , NRG Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
Sign-up for mmukx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for mfbkx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
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  • Category: Ultrashort Bond
Sign-up for paiax investment picks
  • Holdings: Kinder Morgan Management LLC , General Dynamics Corp , Wells Fargo & Co , Lorillard Inc , Hasbro Inc ,
  • Category: Large Value
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  • Category: Muni California Long
Sign-up for pcttx investment picks
  • Holdings: Frontier Communications Corp Class B , Jpmorgan Chase Pfd , CenturyLink Inc , Newcastle Invt Corp New Pfd , Lockheed Martin Corp ,
  • Category: Long/Short Equity
Sign-up for cghax investment picks
  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Capital Income Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for cgnax investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds American Hi-Inc Tr R6 , American Funds American Mutual R6 , American Funds Income Fund of Amer R6 , American Funds Capital Income Bldr R6 ,
  • Category: Conservative Allocation
Sign-up for inpax investment picks
  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
Sign-up for taiax investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
Sign-up for cbaax investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
Sign-up for blpax investment picks
  • Category: World Bond
Sign-up for finwx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for cgpax investment picks
  • Holdings: American Funds Capital Income Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for gaiox investment picks
  • Category: World Bond
Sign-up for fgbzx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for gwpax investment picks
  • Category: Emerging Markets Bond
Sign-up for wlbax investment picks
  • Holdings: China Mobile Ltd , Agricultural Bank of China Ltd H Shares , Industrial And Commercial Bank Of China Ltd H Shares , PetroChina Co Ltd , Itau Unibanco Holding SA ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for eqiax investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for msfkx investment picks
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Funds From: ptucx - PIMCO Total Return IV C to msfkx - MFS Total Return R5 - Large Value
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