Funds From: gnerx - Geneva Advisors Equity Income R to afdrx - American Century Fundamental Equity R


  • Holdings: Union Pacific Corp , Macquarie Infrastructure Co LLC , Schlumberger NV , JPMorgan Chase & Co , LyondellBasell Industries NV ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Union Pacific Corp , Macquarie Infrastructure Co LLC , Schlumberger NV , JPMorgan Chase & Co , LyondellBasell Industries NV ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Long Government
  • Morningstar Rating: 4 Stars
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  • Category: Long Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Bayer AG , Nestle SA , HSBC Holdings PLC , Compass Group PLC , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Bayer AG , Nestle SA , HSBC Holdings PLC , Compass Group PLC , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , Universal Electronics Inc , Tyler Technologies Inc , Interactive Intelligence Group Inc , EnerSys Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , Universal Electronics Inc , Tyler Technologies Inc , Interactive Intelligence Group Inc , EnerSys Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , Universal Electronics Inc , Tyler Technologies Inc , Interactive Intelligence Group Inc , EnerSys Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , Universal Electronics Inc , Tyler Technologies Inc , Interactive Intelligence Group Inc , EnerSys Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , Sanofi , AstraZeneca PLC , Toyota Motor Corp , DBS Group Holdings Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Emerging Markets Stock Idx ETF , Vanguard Short-Term Corp Bd Idx ETF , 11098891n Trs Usd R E Gslzjapf Div 90% , 11098891n Trs Usd P V 01mlibor Gslzjapf +40bps , iShares North American Tech ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Emerging Markets Stock Idx ETF , Vanguard Short-Term Corp Bd Idx ETF , 11098891n Trs Usd R E Gslzjapf Div 90% , 11098891n Trs Usd P V 01mlibor Gslzjapf +40bps , iShares North American Tech ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , Cigna Corp , HCA Holdings Inc , Sherwin-Williams Co , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Actavis PLC , Cigna Corp , HCA Holdings Inc , Sherwin-Williams Co , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Actavis PLC , Cigna Corp , HCA Holdings Inc , Sherwin-Williams Co , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Actavis PLC , Cigna Corp , HCA Holdings Inc , Sherwin-Williams Co , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Actavis PLC , Cigna Corp , HCA Holdings Inc , Sherwin-Williams Co , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Actavis PLC , Cigna Corp , HCA Holdings Inc , Sherwin-Williams Co , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , Wells Fargo & Co , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: gnerx - Geneva Advisors Equity Income R to afdrx - American Century Fundamental Equity R
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