Funds From: apigx - API Efficient Frontier Capital Inc A LW to sdeax - SiM Dynamic Allocation Equity Inc A LW


  • Holdings: Dow Chemical Co , Merck & Co , Lockheed Martin Corp , PartnerRe Ltd , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for apigx investment picks
  • Holdings: Dow Chemical Co , Merck & Co , Lockheed Martin Corp , PartnerRe Ltd , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for APIGX investment picks
  • Holdings: Dow Chemical Co , Merck & Co , Lockheed Martin Corp , PartnerRe Ltd , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for apigx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for mgilx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Wellpoint Cv 2.75% , Intel Cv 3.25% , Wells Fargo & Co, San Francisco Ca Pfd , Metlife ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for vicix investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Wellpoint Cv 2.75% , Intel Cv 3.25% , Wells Fargo & Co, San Francisco Ca Pfd , Metlife ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for sbfcx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Wellpoint Cv 2.75% , Intel Cv 3.25% , Wells Fargo & Co, San Francisco Ca Pfd , Metlife ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for sbfcx investment picks
  • Holdings: Hess Corp , Rti Intl Metals Cv 1.625% , Corning Inc , PHH Corp , ConocoPhillips ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pcafx investment picks
  • Holdings: 3M Co , Goldman Sachs Group Inc , Costco Wholesale Corp , Home Depot Inc , Hanesbrands Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for lovix investment picks
  • Holdings: Cap One Finl Pfd , Goldman Sachs Grp Pfd , Aegon N V Pfd , Stanley Black & Decker , Us Bancorp Del Pfd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for afpax investment picks
  • Holdings: HSBC Holdings PLC , Sanofi , Imperial Tobacco Group PLC , Nippon Telegraph & Telephone Corp , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
Sign-up for nfjax investment picks
  • Holdings: Cap One Finl Pfd , Goldman Sachs Grp Pfd , Aegon N V Pfd , Stanley Black & Decker , Us Bancorp Del Pfd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for afpux investment picks
  • Holdings: Cap One Finl Pfd , Goldman Sachs Grp Pfd , Aegon N V Pfd , Stanley Black & Decker , Us Bancorp Del Pfd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for afpix investment picks
  • Holdings: Cap One Finl Pfd , Goldman Sachs Grp Pfd , Aegon N V Pfd , Stanley Black & Decker , Us Bancorp Del Pfd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for afpax investment picks
  • Holdings: Wilmington Intermediate-Term Bond Instl , Wilmington Multi-Manager Intl Instl , Federated Ultrashort Bond Instl , PIMCO Unconstrained Bond Inst , RidgeWorth Seix Floating RT High Inc I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for wcaax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vitpx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vitnx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for eoaax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for eoaix investment picks
  • Holdings: Lloyds Banking Group PLC , PennyMac Financial Services Inc Class A , Ally Financial Inc , Ares Management LP , Banco De Chile ADR ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for adafx investment picks
  • Holdings: Wilmington Intermediate-Term Bond Instl , Wilmington Multi-Manager Intl Instl , Federated Ultrashort Bond Instl , PIMCO Unconstrained Bond Inst , RidgeWorth Seix Floating RT High Inc I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for wcaix investment picks
  • Holdings: Wilmington Intermediate-Term Bond Instl , Wilmington Multi-Manager Intl Instl , Federated Ultrashort Bond Instl , PIMCO Unconstrained Bond Inst , RidgeWorth Seix Floating RT High Inc I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for wcaax investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , FNMA , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vwinx investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , FNMA , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for VWINX investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , FNMA , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vwiax investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , FNMA , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for VWIAX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for vwitx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for VWITX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for vwiux investment picks
  • Holdings: iShares Russell 1000 Growth , Vanguard Growth ETF , Vanguard Value ETF , iShares MSCI EAFE , iShares Russell 1000 Value ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sdeax investment picks
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Funds From: apigx - API Efficient Frontier Capital Inc A LW to sdeax - SiM Dynamic Allocation Equity Inc A LW
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