Funds From: rprwx - Royce Premier W to ivtix - Ivy Managed Intl Opportunities I


  • Holdings: Myriad Genetics Inc , Thor Industries Inc , Alleghany Corp , Lincoln Electric Holdings, Inc. , Woodward Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Jardine Lloyd Thompson Group PLC , Neopost , Assura Group Ord , Distribuidora Internacional De Alimentacion SA , Spirax-Sarco Engineering PLC ,
  • Category: Europe Stock
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  • Holdings: JPMorgan Chase & Co , Microchip Technology Inc , Anheuser-Busch Inbev SA ADR , Union Pacific Corp , Wynn Resorts Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , Trinity Industries Inc , Federated Investors, Inc. Class B , AllianceBernstein Holding L.P. ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Coronation Fund Managers Ltd , Neopost , Naspers Ltd Class N , Melco Crown Entertainment Ltd ADR , CCL Industries Inc. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Ashtead Group PLC , Roche Holding AG , AXA SA , Aryzta AG , BNP Paribas ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Tencent Holdings Ltd. ADR , Enersis SA ADR , Ultrapar Participacoes SA ADR , Huaneng Power International Inc ADR repr Class N , Empresa Nacional de Electricidad SA ADR ,
  • Category: Diversified Emerging Mkts
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , Nordson Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Halliburton Co , Schlumberger NV , Dow Chemical Co , Baker Hughes Inc , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Holdings: Microsoft Corp , Google Inc Class A , Johnson & Johnson , JPMorgan Chase & Co , Swisscom AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for arbmx investment picks
  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Bond I2 , Transamerica Large Cap Value I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for debrx investment picks
  • Holdings: Avis Budget Group Inc , Nordson Corp , Ametek Inc , Extra Space Storage Inc , Mettler-Toledo International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Vinci , Shire PLC , Safran SA , Fresenius SE & Co KGaA , Daimler AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Novartis AG ADR , Total SA , British American Tobacco PLC , GlaxoSmithKline PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for rsigx investment picks
  • Holdings: Astellas Pharma Inc , Nestle SA , Gold Bullion , Devon Energy Corp , Berkshire Hathaway Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nuveen International Select I , Nuveen Tactical Market Opportunities I , Nuveen Core Bond I , Nuveen Core Plus Bond I , Nuveen Dividend Value R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fsgnx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
Sign-up for rdjtx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Westpac Banking Corp , AIA Group Ltd , BHP Billiton Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for capix investment picks
  • Holdings: Ivy Emerging Markets Equity I , Ivy International Core Equity I , Ivy International Growth I , Ivy Global Income Allocation I , Ivy European Opportunities I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: rprwx - Royce Premier W to ivtix - Ivy Managed Intl Opportunities I
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