Funds From: rsmcx - Royce Special Equity Multi-Cap Invt to wmgax - Ivy Mid Cap Growth A


  • Holdings: KLA-Tencor Corp , Occidental Petroleum Corp , Microsoft Corp , Franklin Resources Inc , Bed Bath & Beyond Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Irs Brl Zcs R 11.47/Cdi 08/15/13 Bps , Irs Jpy 1.000 03/20/14-10y Cme , Irs Brl Zcs P 10.41/Cdi 09/05/13 Boa , Irs Brl Zcs R 11.32/Cdi 09/05/13 Boa ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Coronation Fund Managers Ltd , Neopost , Naspers Ltd Class N , Melco Crown Entertainment Ltd ADR , CCL Industries Inc. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Galaxy Entertainment Group Ltd , Larsen & Toubro Ltd , Chicago Bridge & Iron Company , HCL Technologies Ltd , Fosun International Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Rogers Corp , Myriad Genetics Inc , Mobile Mini Inc , Rockwood Holdings Inc , Worthington Industries ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Ascendas Real Estate Inv Trust , Tahoe Resources, Inc. , KT&G Corp , Baytex Energy Corp , Insurance Australia Group Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Merck & Co Inc , Nestle SA , Roche Holding AG , AXA SA ,
  • Category: World Stock
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Tencent Holdings Ltd. , Itau Unibanco Holding S.A. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Health Care Select Sector SPDR® ETF , Consumer Discret Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Vanguard Growth ETF , Vanguard Small Cap Growth ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Transamerica Partners Intl Equity , Transamerica Partners Large Value , Transamerica Partners Large Growth , Transamerica Partners Instl Intl Eq , Transamerica Partners Instl Lg Val ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , Discover Financial Services , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cssrx investment picks
  • Holdings: Total SA , Shire PLC , Teva Pharmaceutical Industries Ltd ADR , Nestle SA , SABMiller PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for iviax investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Google Inc Class A , Home Depot Inc , VMWare Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for rsgrx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ekhcx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for dhgcx investment picks
  • Holdings: Avis Budget Group Inc , Nordson Corp , Ametek Inc , Extra Space Storage Inc , Mettler-Toledo International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for cusyx investment picks
  • Holdings: Las Vegas Sands Corp , MasterCard Inc Class A , Biogen Idec Inc , Gilead Sciences Inc , Wynn Resorts Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ilcex investment picks
  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Microsoft Corp , Merck & Co Inc , Prudential Financial Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rcocx investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for ianyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for tlrcx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for ofinx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for cccix investment picks
  • Holdings: Northern Trust Corp , Microchip Technology Inc , Signature Bank , Varian Medical Systems Inc , Fastenal Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for wmgax investment picks
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Funds From: rsmcx - Royce Special Equity Multi-Cap Invt to wmgax - Ivy Mid Cap Growth A
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