Funds From: wclcx - Westfield Capital Large Cap Growth Inv to inoax - Ivy Asset Strategy New Opportunitie A LW


  • Holdings: Apple Inc, Google, Inc. Class A, Celgene Corporation, Thermo Fisher Scientific Inc, Visa, Inc.
  • Category: Large Growth
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Equity, Bond
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA, National Grid PLC, PetroChina Co Ltd H Shares, Power Assets Holdings Ltd, NTT DoCoMo, Inc.
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation, Chevron Corp, Occidental Petroleum Corporation, Halliburton Company, Hess Corp
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: BCE Inc, Vodafone Group PLC, PPL Corp, Swisscom AG, Verizon Communications Inc
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Large Cap S&P 500 Index Inst, Principal Overseas Instl
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Sociedad Quimica Y Minera De Chile SA ADR, Credicorp Ltd, Samsung Electronics Co Ltd GDR, Sberbank of Russia OJSC ADR, Mindray Medical International Limited ADR
  • Category: Diversified Emerging Mkts
Sign-up for wheax investment picks
  • Holdings: Equity, Bond, PIMCO Income Instl, AllianzGI NFJ International Value Instl, PIMCO Foreign Bond (USD-Hedged) I, PIMCO Floating Income Instl, PIMCO Mortgage Opportunities Instl
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for agadx investment picks
  • Holdings: Equity, Bond, iShares iBoxx $ High Yield Corporate Bd, iShares iBoxx $ Invest Grade Corp Bond, iShares Emerging Markets Local Cur Bond, iShares MSCI EAFE Index, iShares JPMorgan USD Emerg Markets Bond
  • Category: Conservative Allocation
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  • Holdings: Saia, Inc., Capital Senior Living Corporation, PDF Solutions, Inc., SPS Commerce, Inc., Santarus, Inc.
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co, Chevron Corp, Comcast Corp Class A, Wells Fargo & Co, Procter & Gamble Co
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for feirx investment picks
  • Holdings: Total SA, Sanofi, AstraZeneca PLC, BP PLC, Banco Santander SA
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Principal Core Plus Bond I Institutional, Principal Bond & Mtg Securities Inst, Principal Short-Term Income Inst, Principal Bond Market Index Instl, Principal Inflation Protection Inst
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for plsmx investment picks
  • Holdings: JPMorgan Chase & Co, Roche Holding AG, Samsung Electronics Co Ltd, Sumitomo Mitsui Financial Group Inc, Schlumberger NV
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Ubs Relationship Fds
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for bnaax investment picks
  • Holdings: Equity, Bond, Vanguard S&P 500 ETF, iShares MSCI EAFE Index, iShares Russell Midcap Index, JPMorgan High Yield R6, iShares MSCI Emerging Markets Index
  • Category: Target Date 2036-2040
Sign-up for JOBEX investment picks
  • Holdings: Northrop Grumman Corp, Fifth Third Bancorp, JPMorgan Chase & Co, Wells Fargo & Co, Ameriprise Financial Inc
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Comerica Inc, Citigroup Inc, BNP Paribas, Blackstone Group LP, Bank of America Corporation
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for fafcx investment picks
  • Holdings: Google, Inc. Class A, Apple Inc, Gilead Sciences Inc, Amazon.com Inc, Accenture PLC
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Realogy Holdings Corp, SBA Communications Corp, Towers Watson & Co., Mohawk Industries, Inc., Lennar Corporation
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Google, Inc. Class A, Apple Inc, Precision Castparts Corp., Starbucks Corporation, Union Pacific Corp
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond
  • Category: Emerging Markets Bond
Sign-up for esdax investment picks
  • Holdings: Equity, Bond, Vanguard S&P 500 ETF, iShares MSCI EAFE Index, iShares Core Total US Bond Market ETF, JPMorgan High Yield R6, JPMorgan Core Bond R6
  • Category: Target Date 2026-2030
Sign-up for JRBYX investment picks
  • Holdings: JPMorgan Chase & Co, AstraZeneca PLC ADR, Wells Fargo & Co, Intel Corp, ConocoPhillips
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ADJPX investment picks
  • Holdings: Johnson & Johnson, Merck & Co Inc, Apple Inc, British American Tobacco PLC, General Electric Co
  • Category: World Stock
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  • Holdings: Firstmerit Corp, Lexington Realty Trust, Esterline Technologies, UNS Energy Corp, Ryland Group, Inc.
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for jcsax investment picks
  • Holdings: Vertex Pharmaceuticals, Regeneron Pharmaceuticals, Inc., iShares Core S&P Mid-Cap ETF, Kansas City Southern, Inc.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc, PepsiCo Inc, Microsoft Corporation, Qualcomm, Inc., International Business Machines Corp
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for vlcpx investment picks
  • Holdings: Equity, Bond, Copa Holdings SA Class A, Chicago Bridge & Iron Company, Mercadolibre, Inc., Ford Otomotiv Sanayi AS
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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Funds From: wclcx - Westfield Capital Large Cap Growth Inv to inoax - Ivy Asset Strategy New Opportunitie A LW
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity