Funds From: pbfax.lw - PNC Intermediate Bond A Load Waived to DFSAX - Davidson Small-Mid Equity A


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: Marathon Petroleum Corp, Eaton Corporation PLC, Valero Energy Corporation, HJ Heinz Company
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd, Hyundai Mobis Co., Ltd, Hengan International Group Co., Ltd., BOC Hong Kong Holdings Ltd, Tencent Holdings Ltd.
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for npaix investment picks
  • Holdings: Equity, Bond, Vanguard FTSE All-World ex-US ETF, iShares S&P 500 Growth Index, iShares Core S&P Mid-Cap ETF, iShares S&P 500 Value Index, iShares Core S&P Small-Cap ETF
  • Category: Moderate Allocation
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  • Holdings: Equity, Bond, Columbia European Equity I, Columbia Contrarian Core I, Columbia Mid Cap Growth I, Columbia Pacific/Asia I, Columbia Select Large Cap Growth I
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for opigx.lw investment picks
  • Holdings: Rayonier, Inc., FMC Corporation, Warnaco Group Inc, Lazard Ltd, Cigna Corp
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for crmax investment picks
  • Holdings: iShares Russell 2000 Index, H.B. Fuller Company, Prosperity Bancshares, Inc., Acuity Brands Inc, Healthsouth Corp
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: HDFC Bank Ltd, Infosys Ltd, ICICI Bank Ltd, ITC Ltd., HCL Technologies Ltd.
  • Category: India Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Williams Companies Inc, Kinder Morgan, Inc., Enbridge, Inc., Spectra Energy Corp, ONEOK, Inc.
  • Category: Equity Energy
Sign-up for torix investment picks
  • Holdings: Equity, Bond, Huntington Ingalls Industries Inc, Xerox Corporation
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Equity, Bond
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
Sign-up for anjax.lw investment picks
  • Holdings: HSBC Holdings PLC, Vodafone Group PLC ADR, Unilever NV ADR, United Overseas Bank Ltd., Singapore Telecommunications Limited
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for cihpx investment picks
  • Holdings: iShares Russell 2000 Index, Ansys, Inc., Greif, Inc. Class A, Silgan Holdings, Inc., Tempur-Pedic International, Inc.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for aimax investment picks
  • Holdings: Sap AG, Barclays PLC, Roche Holding AG, Mitsubishi UFJ Financial Group, Inc., Novartis AG
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Allstate Corp, Goldman Sachs Group Inc, Bank of America Corporation, Bank of New York Mellon Corp, Alliant Techsystems Inc
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for tfoax investment picks
  • Holdings: Equity, Bond, PL Managed Bond P, PL Short Duration Bond P, PL Inflation Managed P, PL Floating Rate Loan P, PL Global Absolute Return P
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: BreitBurn Energy Partners LP, Legacy Reserves, LP, QR Energy LP
  • Category: Equity Energy
Sign-up for curzx investment picks
  • Holdings: Equity, Bond, ING US Bond Index Port I, ING US Stock Index Port I, ING BlackRock Infl-Prot Bd Port I, ING Short Term Bond I, ING Global Bond I
  • Category: Target Date 2016-2020
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  • Holdings: Alaska Air Group, Inc., Two Harbors Investment Corp, Pharmacyclics, Inc., Axiall Corp
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for nsidx investment picks
  • Holdings: Equity, Bond, Touchstone International Value Instl, Touchstone Emerging Markets Equity Inst, Touchstone Sands Capital Inst Gr, Touchstone Value Institutional, Touchstone Focused Equity Inst
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tgqax.lw investment picks
  • Holdings: Equity, Bond
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for gsdix investment picks
  • Holdings: Equity, Bond
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for stiax investment picks
  • Holdings: Equity, Bond, Franklin Growth Adv, Franklin Rising Dividends Adv, Templeton Foreign Adv, Franklin DynaTech Adv, Mutual European Z
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for frtax.lw investment picks
  • Holdings: First Cash Financial Services, Inc., Imax Corporation, Micros Systems, Inc., U.S. Physical Therapy, InnerWorkings, Inc.
  • Category: Small Growth
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Funds From: pbfax.lw - PNC Intermediate Bond A Load Waived to DFSAX - Davidson Small-Mid Equity A
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