Funds From: ucmix - UCM Short Duration Institutional to fknix - Franklin NY Intermediate T/F Income A


  • Category: Short-Term Bond
Sign-up for ucmix investment picks
  • Holdings: Equity, Bond, American Funds Washington Mutual R6, American Funds American Balanced R6, American Funds AMCAP R6, American Funds Growth Fund of Amer R6, American Funds Invmt Co of Amer R6
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for raetx investment picks
  • Holdings: Apple Inc, International Personal Finance PLC, Savills PLC, Dignity PLC, Euler Hermes
  • Category: World Stock
Sign-up for fwpax.lw investment picks
  • Holdings: Texas Industries Inc, Vail Resorts, Inc., Washington Post Company, Everest Re Group, Ltd., Fairfax Financial Holdings Ltd
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
Sign-up for llscx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Qualcomm, Inc., Baxter International Inc., Honeywell International, Inc.
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pnoyx investment picks
  • Holdings: Equity, Bond, Apple Inc, International Business Machines Corp, Google, Inc. Class A, Exxon Mobil Corporation
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for WFQCX investment picks
  • Holdings: Equity, Bond
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for bmpax investment picks
  • Holdings: Equity, Bond, American Funds Invmt Co of Amer R6, American Funds Washington Mutual R6, American Funds American Mutual R6, American Funds Fundamental Investors R6, American Funds Growth Fund of Amer R6
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
Sign-up for regtx investment picks
  • Holdings: iShares Dow Jones US Technology, Financial Select Sector SPDR, SPDR S&P 500, Consumer Discret Select Sector SPDR, Health Care Select Sector SPDR
  • Category: Large Blend
Sign-up for fcbwx investment picks
  • Holdings: WEX Inc, HCC Insurance Holdings Inc., EPL Oil & Gas Inc, Jarden Corporation, Westinghouse Air Brake Technologies Corp
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for lscrx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
Sign-up for peibx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ovbbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for egbax.lw investment picks
  • Holdings: Equity, Bond, American Funds Invmt Co of Amer R6, American Funds Washington Mutual R6, American Funds American Mutual R6, American Funds Fundamental Investors R6, American Funds SMALLCAP World R6
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
Sign-up for rcmtx investment picks
  • Holdings: B/E Aerospace Inc, Cabot Oil & Gas Corporation Class A, Whirlpool Corporation, Affiliated Managers Group Inc, Kansas City Southern, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for fiksx investment picks
  • Holdings: JPMorgan Chase & Co, Exxon Mobil Corporation, Pfizer Inc, Wells Fargo & Co, Chevron Corp
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for lafqx investment picks
  • Holdings: Apple Inc, Philip Morris International, Inc., Exxon Mobil Corporation, JPMorgan Chase & Co, Google, Inc. Class A
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pnrax investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for ggifx investment picks
  • Category: Ultrashort Bond
Sign-up for fconx investment picks
  • Holdings: Chevron Corp, Home Depot, Inc., Boeing Co, Merck & Co Inc, Royal Dutch Shell PLC ADR Class B
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for awshx.lw investment picks
  • Holdings: International Paper Co., BlackRock Inc, Diageo PLC ADR, JPMorgan Chase & Co, ConocoPhillips
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gbcax investment picks
  • Holdings: Equity, Bond
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for lbdfx investment picks
  • Holdings: Equity, Bond, Putnam Absolute Return 500 Y, Putnam Absolute Return 300 Y, Putnam Absolute Return 100 Y, Putnam Absolute Return 700 Y
  • Category: Retirement Income
Sign-up for prlmx investment picks
  • Category: Short Government
  • Morningstar Rating: 1 Stars
Sign-up for rfbax investment picks
  • Category: Muni National Short
Sign-up for fampx.lw investment picks
  • Holdings: General Dynamics, Capital One Financial Corp, Royal Dutch Shell PLC ADR Class A, MetLife Inc, Danone ADR
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ifcsx investment picks
  • Holdings: Ralcorp Holdings, Inc., GNC Acquisition Holdings Inc, RealD Inc., Internap Network Services, Weatherford International Ltd
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for gwsax.lw investment picks
  • Holdings: JPMorgan Chase & Co, Exxon Mobil Corporation, Chevron Corp, Cisco Systems Inc, Pfizer Inc
  • Category: Large Value
Sign-up for lcaax investment picks
  • Holdings: Equity, Bond, Putnam Dynamic Asset Allocation Bal Y, Putnam Absolute Return 500 Y, Putnam Absolute Return 700 Y, Putnam Dynamic Asset Allocation Cnsrv Y, Putnam Absolute Return 300 Y
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for prrmx.lw investment picks
  • Holdings: Equity, Bond
  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for fknix investment picks
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Funds From: ucmix - UCM Short Duration Institutional to fknix - Franklin NY Intermediate T/F Income A
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