Funds From: sfpax - Saratoga Financial Service A to oafix - Optimum Fixed Income A


  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Citigroup Inc , Goldman Sachs Group Inc , JPMorgan Chase & Co ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: First American Financial Corp , SeaWorld Entertainment Inc , First Horizon National Corp , HMS Holdings Corp , Peyto Exploration & Development Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: First American Financial Corp , SeaWorld Entertainment Inc , First Horizon National Corp , HMS Holdings Corp , Peyto Exploration & Development Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: First American Financial Corp , SeaWorld Entertainment Inc , First Horizon National Corp , HMS Holdings Corp , Peyto Exploration & Development Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: First American Financial Corp , SeaWorld Entertainment Inc , First Horizon National Corp , HMS Holdings Corp , Peyto Exploration & Development Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: First American Financial Corp , SeaWorld Entertainment Inc , First Horizon National Corp , HMS Holdings Corp , Peyto Exploration & Development Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for padex investment picks
  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paebx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paeax investment picks
  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paeax investment picks
  • Holdings: PNC Large Cap Core I , PNC Bond I , PNC International Equity I , PNC Small Cap I , Vanguard REIT Index Adm ,
  • Category: Target Date 2026-2030
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for oifix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ocfix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for oafix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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Funds From: sfpax - Saratoga Financial Service A to oafix - Optimum Fixed Income A
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