Funds From: vtmfx - Vanguard Tax-Managed Balanced Adm to ivbax - Ivy Global Income Allocation A LW


  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corporation , Google Inc Class A , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Itau Unibanco Holding SA ADR , Hyundai Motor Co , Samsung Electronics Co Ltd , Ubs Ag ([Wts/Rts]) ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Advance Auto Parts Inc , Alkermes PLC , Mylan Inc , Equifax, Inc. , Genpact Ltd. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: PPL Corp , Torchmark Corporation , Raymond James Financial Inc , First Republic Bank (San Francisco, CA) , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Gsswap , Brswap , Brswap , Csfbswap , Gsswap ,
  • Category: Bear Market
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for jldgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for arkix investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , General Electric Co , Chevron Corp , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: -1 Stars
Sign-up for bedcx investment picks
  • Holdings: Methanex Corporation , NXP Semiconductor NV , Unum Group , Arrow Electronics Inc , Avago Technologies Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for hmvrx investment picks
  • Holdings: Owens & Minor, Inc. , Casey's General Stores, Inc. , Hill-Rom Holdings, Inc. , Patterson Companies, Inc. , Kirby Corp. ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for jnpsx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for tanax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for jlhdx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
Sign-up for pibix investment picks
  • Holdings: Japan Airlines Co Ltd , American International Group Inc , SPDR Gold Shares , UnitedHealth Group Inc , General Motors Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cmvsx investment picks
  • Holdings: Web.com Group, Inc. , The Whitewave Foods Company , FleetMatics Group PLC , DexCom, Inc. , Altra Industrial Motion Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for ihsax investment picks
  • Holdings: HSBC Holdings PLC , Cisco Systems Inc , Roche Holding AG , Qualcomm, Inc. , Nippon Telegraph & Telephone Corp ,
  • Category: World Stock
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for phiax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for jljox investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for evazx investment picks
  • Holdings: Vestas Wind Systems A/S , Africa Oil Corp , Pitney Bowes Inc , Mallinckrodt PLC , Abercrombie & Fitch Company Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for mdgcx investment picks
  • Holdings: Mylan Inc , Alaska Air Group, Inc. , Westar Energy, Inc. , Pinnacle West Capital , Piedmont Office Realty Trust, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for hmcvx investment picks
  • Holdings: Imperial Tobacco Group PLC , British American Tobacco PLC , Microsoft Corporation , Intel Corp , Danone***Right Distribution*** ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for pathx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for excrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for bhyex investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for fiigx investment picks
  • Holdings: BlackRock Master International Portfolio ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mailx investment picks
  • Holdings: Merck & Co Inc , MetLife Inc , JPMorgan Chase & Co , Wells Fargo & Co , Aetna Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for hvoix investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Fin Fut Euro$ Cme 12/14/15 , Efa Up Trs Equity 3ml+30 *Bullet* Bps , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+27 Jpm ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for ppucx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , JPMorgan Chase & Co , Total SA , Walgreen Company , Roche Holding AG ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for tibmx investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Vodafone Group PLC , Nestle SA , Novartis AG ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ivbax investment picks
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Funds From: vtmfx - Vanguard Tax-Managed Balanced Adm to ivbax - Ivy Global Income Allocation A LW
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