Funds From: nsbax - Nuveen Santa Barbara Dividend Growt A LW to tvidx - Transparent Value Large-Cap Defensive I


  • Holdings: Pfizer Inc, AbbVie Inc, CVS Caremark Corp, Coca-Cola Co, JPMorgan Chase & Co
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation, JPMorgan Chase & Co, Chevron Corp, Pfizer Inc, Wells Fargo & Co
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for divix investment picks
  • Category: World Bond
Sign-up for ngtax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for oghbx investment picks
  • Holdings: Equity, Bond, BlackRock Equity Dividend Instl, BlackRock Capital Appreciation BlackRock
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for baphx investment picks
  • Holdings: Occidental Petroleum Corporation, Halliburton Company, Northrop Grumman Corp, Verizon Communications Inc, Intel Corp
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for dpdex investment picks
  • Holdings: Exxon Mobil Corporation, Comcast Corp Class A, AT&T Inc, General Electric Co, Chevron Corp
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jrsix investment picks
  • Holdings: Skyworks Solutions, Inc., Treehouse Foods, Inc., Plantronics, Alaska Air Group, Inc., East West Bancorp Inc
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for fmpcx investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co, Chevron Corp, Microsoft Corporation
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: US Money Market Taxable
Sign-up for vmrxx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for shnbx investment picks
  • Holdings: Equity, Bond, Fidelity Total Bond, Fidelity Short-Term Bond, Fidelity Government Income, Fidelity Strategic Real Return, Fidelity Series Broad Market Opps
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for frkcx investment picks
  • Holdings: Iconix Brand Group, Inc., Steven Madden, Alkermes PLC, EastGroup Properties, Inc., Esterline Technologies
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for dccax investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Qualcomm, Inc., DISH Network Corp, Sprint Nextel Corp
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for vafbx investment picks
  • Holdings: National Financial Partners Corporation, EMCOR Group, Inc., Belo Corporation, G & K Services, Inc. Class A, La-Z-Boy, Inc.
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for fscax investment picks
  • Holdings: Brandywine Realty Trust, Lincoln National Corp (Radnor, PA), Validus Holdings, Inc., Regions Financial Corporation, Raymond James Financial Inc
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for iivax investment picks
  • Holdings: Equity, Bond, Microsoft Corporation, United Technologies Corp, FedEx Corporation, CVS Caremark Corp
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for archx investment picks
  • Holdings: Equity, Bond, Principal Income Inst, Principal Government & High Qual Bd Inst, Principal Equity Income Inst, Principal Diversified Intl Inst, Principal Short-Term Income Inst
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbipx investment picks
  • Holdings: Equity, Bond
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for eeiax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for dtfix investment picks
  • Holdings: Industrial And Commercial Bank Of China Ltd. H Shares, Kasikornbank Public Company, Ltd., Telekomunikasi Indonesia (Persero) Tbk Class B, Perusahaan Gas Negara (Persero) Tbk Class B, Stella International Holdings Ltd.
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 5 Stars
Sign-up for asiax investment picks
  • Holdings: Apple Inc, Microsoft Corporation, Google, Inc. Class A, International Business Machines Corp, Home Depot, Inc.
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ncgax investment picks
  • Holdings: New York Community Bancorp, Inc., Hospitality Properties Trust, EPR Properties, Lorillard, Inc., Six Flags Entertainment Corp
  • Category: Mid-Cap Value
Sign-up for tvefx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for sbbix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for psrax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for altax investment picks
  • Holdings: NiSource Inc, Williams Companies Inc, Enterprise Products Partners LP, Kinder Morgan Energy Partners LP, American Water Works Co Inc
  • Category: Large Value
Sign-up for dhdax investment picks
  • Holdings: Equity, Bond, Invesco Balanced-Risk Allc R6
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for virrx investment picks
  • Holdings: Petroleo Brasileiro SA Petrobras ADR, United Laboratories International Holdings Ltd., KB Investment & Securities Co., Ltd., Egis PLC, Anglogold Ashanti Limited ADR
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for ntecx investment picks
  • Holdings: B/E Aerospace Inc, Health Care REIT, Inc., CVS Caremark Corp, Sprint Nextel Corp, National Retail Properties Inc
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tvidx investment picks
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Funds From: nsbax - Nuveen Santa Barbara Dividend Growt A LW to tvidx - Transparent Value Large-Cap Defensive I
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