Funds From: bbisx - Sterling Capital Large Cap Val Divers I to ONGAX - JPMorgan Investor Growth A Load Waived


  • Holdings: Wells Fargo & Co , Hewlett-Packard Co , Phillips 66 , Dow Chemical Co , PNC Financial Services Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
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  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Market , Apple Inc , Exxon Mobil Corporation , US TREASURY TIP ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Open Text Corp , International Rectifier , SanDisk Corp , VMWare Inc , Check Point Software Technologies Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Eni SpA , Banco Santander SA , Bayer AG , Siemens AG , Basf SE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for oeiax investment picks
  • Holdings: Directv , Comcast Corp Class A , UnitedHealth Group Inc , Check Point Software Technologies Ltd , Halliburton Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for bopcx investment picks
  • Holdings: FNMA , US Treasury Note 0.25% , FNMA , US Treasury Note 2.75% , US Treasury Note 2.75% ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , US Treasury TIP , iShares Core MSCI Emerging Market , Exxon Mobil Corporation , Visa Inc Class A ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Williams Companies Inc , Walgreen Co , Omnicom Group Inc , Stryker Corporation , BlackRock Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cdgcx investment picks
  • Holdings: Roche Holding AG , Novartis AG , Bayer AG , Royal Dutch Shell PLC Class A , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Lazard Emerging Markets Equity Instl , GMO Emerging Markets V , Aberdeen Emerging Markets Instl Svc , Fidelity® Emerging Markets , T. Rowe Price Emerging Markets Stock ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p 500 Index Jun14 1925 Call , Russell 2000 Index Flex Jul14 1168 Call , Russell 2000 Index Jun14 1080 Put , Russell 2000 Index Jun14 1090 Put , Russell 2000 Index Jun14 1120 Put ,
  • Category: Market Neutral
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Regis Corp , Bruker Corp , UMB Financial Corp , Conmed Corp , Steris Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , HSBC Holdings PLC , BP PLC , Novartis AG , Roche Holding AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for veuax investment picks
  • Holdings: Simon Property Group Inc , SL Green Realty Corp , Macerich Co , General Growth Properties Inc , EastGroup Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for stmdx investment picks
  • Holdings: Wells Fargo & Co , Home Depot, Inc. , Union Pacific Corp , American Tower Corp , CBS Corporation Class B ,
  • Category: Long/Short Equity
Sign-up for asclx investment picks
  • Holdings: Hartford Dividend & Growth Y , Hartford International Opportunities Y , Hartford Capital Appreciation Y , Hartford Emerging Markets Research Y , Hartford International Small Company Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hraax investment picks
  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Germany (Federal Republic Of) 1.75% , Apple Inc , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for abwbx investment picks
  • Holdings: Novartis AG ADR , GlaxoSmithKline PLC , Imperial Tobacco Group PLC , Zurich Insurance Group AG , Total SA ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Roche Holding AG , Novartis AG , BP PLC , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , Lockheed Martin Corp , HollyFrontier Corp , Eli Lilly and Co , Lorillard Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Micron Tech Cv 2.125% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% , CU 144A Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia US Treasury Index I , Columbia Emerging Markets Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: BreitBurn Energy Partners LP , Memorial Production Partners LP , Vanguard Natural Resources, LLC , QR Energy LP , Legacy Reserves, LP ,
  • Category: Equity Energy
Sign-up for curzx investment picks
  • Holdings: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Large Cap Growth Select , JPMorgan Intrepid Growth Sel ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ONGAX investment picks
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Funds From: bbisx - Sterling Capital Large Cap Val Divers I to ONGAX - JPMorgan Investor Growth A Load Waived
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