Funds From: bpsix - Robeco Boston Partners Sm Cap Val II I to iyeax - Ivy Tax-Managed Equity A Load Waived


  • Holdings: Bny Mellon Cash Reserve Eod Fund , World Fuel Services Corporation , EnerSys, Inc. , Finish Line Inc , Graphic Packaging Holding Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: -1 Stars
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  • Category: Emerging Markets Bond
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  • Category: World Bond
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  • Holdings: AerCap Holdings N.V. , Sanmina Corp , Dana Holding Corp , Resolute Forest Products Inc , JetBlue Airways Corporation ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Daimler AG , Galaxy Entertainment Group Ltd. , Safran SA , Shire PLC , Vinci ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: KKR & Co LP , Reliance Steel and Aluminum , Federated Investors, Inc. Class B , Transocean Ltd , Genworth MI Canada, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
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  • Holdings: Vanguard Growth ETF , iShares Russell 1000 Growth , Vanguard Value ETF , iShares Russell 1000 Value , iShares MSCI EAFE ,
  • Category: Aggressive Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: -1 Stars
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  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corporation , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Ivy Emerging Markets Equity I , Ivy International Core Equity I , Ivy International Growth I , Ivy European Opportunities I , Ivy Global Income Allocation I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Copart, Inc. , DENTSPLY International, Inc. , KKR & Co LP , Reliance Steel and Aluminum , Transocean Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for rgfax investment picks
  • Holdings: Archer-Daniels Midland Company , Spirit AeroSystems Holdings, Inc. , Steven Madden Ltd , Lincoln Electric Holdings, Inc. , FTI Consulting, Inc. ,
  • Category: Long/Short Equity
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  • Holdings: Chevron Corp , General Electric Co , Verizon Communications Inc , Chesapeake Engy Pfd 144A , AbbVie Inc ,
  • Category: Moderate Allocation
Sign-up for cfirx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: priceline.com Incorporated , Tesla Motors, Inc. , Michael Kors Holdings Ltd , Fastenal Company , VMware, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Prologis Inc , Public Storage , Boston Properties Inc , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Commercial Metals Company , NCI Building Systems, Inc. , Sanmina Corp , OM Group, Inc. , Unifi, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for rofix investment picks
  • Holdings: Frontier Comms 7.125% , Jefferies Fin Llc/Jfin Cp 144A 7.375% , Rait Finl Tr Pfd , Kkr Finl Hldgs Pfd , Magnum Hunter Res Corp Del Pfd ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: ING Large Cap Growth Port I , ING Multi-Manager International Equity I , ING Large Cap Value R6 , ING T. Rowe Price Cap Apprec Port I , ING Mid Cap Value I ,
  • Category: Target Date 2036-2040
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  • Category: World Bond
  • Morningstar Rating: -1 Stars
Sign-up for oibix investment picks
  • Holdings: Tyson Foods, Inc. Class A , Bank of America Corporation , Applied Materials, Inc. , JPMorgan Chase & Co , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Micron Technology, Inc. , Cree, Inc. , Alliance Data Systems Corporation , Aspen Technology, Inc. , Acxiom Corporation ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Thor Industries, Inc. , Nu Skin Enterprises, Inc. Class A , Lincoln Electric Holdings, Inc. , Alleghany Corp , Reliance Steel and Aluminum ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
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  • Holdings: ING US Stock Index Port I , ING International Index Port I , ING Russell Mid Cap Index Port I , ING Russell Small Cap Index Port I , ING US Bond Index Port I ,
  • Category: Target Date 2036-2040
Sign-up for idxnx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series High Income , Fidelity Advisor® Ser Equity-Income , Fidelity® Series Infl-Prtct Bd Idx ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for fiafx investment picks
  • Holdings: United Continental Holdings Inc , Hanesbrands Inc , Salix Pharmaceuticals, Ltd. , Swift Transportation Co , Lincoln National Corp (Radnor, PA) ,
  • Category: Small Blend
  • Morningstar Rating: -1 Stars
Sign-up for csprx investment picks
  • Holdings: Toyota Mtr Cr FRN , Gilead Sciences Inc , MasterCard Incorporated Class A , Apple Inc , Las Vegas Sands Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: bpsix - Robeco Boston Partners Sm Cap Val II I to iyeax - Ivy Tax-Managed Equity A Load Waived
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