Funds From: ostvx - Osterweis Strategic Investment to mxxix - Marsico 21st Century


  • Holdings: Digital Realty Trust Inc , Valeant Pharmaceuticals International Inc , Crown Holdings Inc , NRG Yield Inc , Charter Communications Inc Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Republic Services Inc Class A , Northern Trust Corp , iShares Russell Mid-Cap Value , Laclede Group Inc , Sysco Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pmyix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for pflcx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for plfax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: MetLife Inc , JPMorgan Chase & Co , Merck & Co Inc , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hvoyx investment picks
  • Holdings: MetLife Inc , JPMorgan Chase & Co , Merck & Co Inc , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hvotx investment picks
  • Holdings: MetLife Inc , JPMorgan Chase & Co , Merck & Co Inc , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hvosx investment picks
  • Holdings: MetLife Inc , JPMorgan Chase & Co , Merck & Co Inc , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for hvorx investment picks
  • Holdings: MetLife Inc , JPMorgan Chase & Co , Merck & Co Inc , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hvoix investment picks
  • Holdings: MetLife Inc , JPMorgan Chase & Co , Merck & Co Inc , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for hvocx investment picks
  • Holdings: MetLife Inc , JPMorgan Chase & Co , Merck & Co Inc , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for hvobx investment picks
  • Holdings: MetLife Inc , JPMorgan Chase & Co , Merck & Co Inc , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hvoax investment picks
  • Holdings: MetLife Inc , JPMorgan Chase & Co , Merck & Co Inc , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for hvoax investment picks
  • Holdings: RAF FUND LTD. , Cibc Cibzopqr 0% 1/22/16 , US Treasury Note 2% , Nc Fin D Bond 1999-I 8.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for qrayx investment picks
  • Holdings: RAF FUND LTD. , Cibc Cibzopqr 0% 1/22/16 , US Treasury Note 2% , Nc Fin D Bond 1999-I 8.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
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  • Holdings: RAF FUND LTD. , Cibc Cibzopqr 0% 1/22/16 , US Treasury Note 2% , Nc Fin D Bond 1999-I 8.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for qraix investment picks
  • Holdings: RAF FUND LTD. , Cibc Cibzopqr 0% 1/22/16 , US Treasury Note 2% , Nc Fin D Bond 1999-I 8.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for qracx investment picks
  • Holdings: RAF FUND LTD. , Cibc Cibzopqr 0% 1/22/16 , US Treasury Note 2% , Nc Fin D Bond 1999-I 8.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for qrabx investment picks
  • Holdings: RAF FUND LTD. , Cibc Cibzopqr 0% 1/22/16 , US Treasury Note 2% , Nc Fin D Bond 1999-I 8.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for qraax investment picks
  • Holdings: RAF FUND LTD. , Cibc Cibzopqr 0% 1/22/16 , US Treasury Note 2% , Nc Fin D Bond 1999-I 8.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for qraax investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Mitsubishi Estate Co Ltd , General Growth Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for jhamx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for geisx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for gfiix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for tmmdx investment picks
  • Holdings: Republic Services Inc Class A , Northern Trust Corp , iShares Russell Mid-Cap Value , Laclede Group Inc , Sysco Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for iassx investment picks
  • Holdings: Republic Services Inc Class A , Northern Trust Corp , iShares Russell Mid-Cap Value , Laclede Group Inc , Sysco Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for iacix investment picks
  • Holdings: Republic Services Inc Class A , Northern Trust Corp , iShares Russell Mid-Cap Value , Laclede Group Inc , Sysco Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for iasax investment picks
  • Holdings: Facebook Inc Class A , Constellation Brands Inc Class A , Walt Disney Co , Biogen Idec Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mxxix investment picks
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Funds From: ostvx - Osterweis Strategic Investment to mxxix - Marsico 21st Century
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