Funds From: lcfyx - Lord Abbett Convertible I to parsx - Parnassus Small-Cap


  • Holdings: Micron Tech Cv 3% , Mgic Invt Corp Wis Cv 5% , Priceline Grp 144A Cv 0.35% , Wells Fargo & Co, San Francisco Ca Pfd , Portfolio Recovery Assocs 144A Cv 3% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Google Inc Class A , Oracle Corporation , Biogen Idec Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Natus Medical, Inc. , Abiomed, Inc. , Align Technology, Inc. , Electronics for Imaging Inc , Capella Education Company ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for gtgsx investment picks
  • Holdings: Samsung Electronics Co Ltd , Hyundai Mobis Co., Ltd , China Mobile Ltd. , Fibra Uno Administracion SA de CV Series 11 , Ambev SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy I , Cimarex Energy Co , SL Green Realty Corp , Henry Schein Inc , Affiliated Managers Group Inc ,
  • Category: Trading-Leveraged Equity
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , Amgen Inc , AbbVie Inc , Texas Instruments, Inc. , Home Depot, Inc. ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Sumitomo Mitsui Financial Group Inc , Total SA , Mitsubishi UFJ Financial Group Inc , British American Tobacco PLC , GMO US Treasury ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Pfizer Inc , Bank of America Corporation , Citigroup Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Core S&P 500 , Guggenheim Enhanced Short Dur ETF , First Trust Large Cap Core AlphaDEX , iShares Core S&P Total US Stock Mkt , iShares Core High Dividend (SELECT) ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for fcizx investment picks
  • Holdings: American Funds ISĀ® Blue Chip Inc&Gr 1 ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hvcbx investment picks
  • Holdings: Total SA , BP PLC , Royal Dutch Shell PLC Class A , AstraZeneca PLC , Telefonica SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gmiex investment picks
  • Holdings: Genesee & Wyoming Inc Class A , Chicago Bridge & Iron Company , Lear Corp , Spirit Airlines Inc , Westinghouse Air Brake Technologies Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Inflation Managed P , PL Floating Rate Loan P , PL Emerging Markets Debt P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for rsicx investment picks
  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Equity Y , Russell Global Infrastructure Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rclrx investment picks
  • Holdings: Novartis AG , Amgen Inc , Bayer AG , Altria Group Inc. , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rwiex investment picks
  • Holdings: China Cinda Asset Management Co Ltd Class H , KT Corporation , Hana Financial Group Inc , Just Dial Ltd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for gsaix investment picks
  • Holdings: Microsemi Corp , Stone Energy Corp , Mid-America Apartment Communities , Synnex Corp , Regal Entertainment Group ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for ecpax investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Samsung Electronics Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rerbx investment picks
  • Holdings: American Tower Corp , Google Inc Class A , Qualcomm Inc , Equinix Inc , CBRE Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for gcgbx investment picks
  • Holdings: Riverbed Technology Inc , Compass Minerals International Inc , VCA Inc , First American Financial Corp , Dominion Diamond Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for parsx investment picks
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Funds From: lcfyx - Lord Abbett Convertible I to parsx - Parnassus Small-Cap
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