Funds From: labfx - Lord Abbett Multi-Asset Balanced Opp A to ibnax - Ivy Balanced A


  • Holdings: Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Intl Dividend Inc I , Lord Abbett Convertible I , Lord Abbett Calibrated Mid Cap Val I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Amdocs Ltd. , Wal-Mart Stores Inc , Capitol Federal Financial, Inc. , Southern Co , Laboratory Corporation of America Holdings ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Vinci , PT Jasa Marga Persero Tbk Class B , Groupe Eurotunnel SA , Danieli & C.Officine Meccaniche SPA Rsp , Halliburton Company ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Amazon.com Inc , Facebook Inc Class A , Google, Inc. Class A , Illumina, Inc. , Priceline.com, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cpoax investment picks
  • Holdings: Mahindra & Mahindra Financial Services Ltd. , Lupin Ltd , Cognizant Technology Solutions Corporation Class A , MakeMyTrip Ltd. , Ipca Laboratories Ltd. ,
  • Category: India Equity
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  • Category: Ultrashort Bond
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 1 Stars
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  • Holdings: Banner Corp , Hanger Inc , Financial Institutions, Inc. , Bryn Mawr Bank Corp , PacWest Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Digital Realty Trust, Inc. , AvalonBay Communities Inc , Public Storage , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for kreax investment picks
  • Holdings: Google, Inc. Class A , Apple Inc , Comcast Corp Class A , CVS Caremark Corp , MasterCard Incorporated Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Copart, Inc. , Polypore International, Inc. , Ebix, Inc. , Wesco Aircraft Holdings Inc , VistaPrint, Ltd. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , SPDR S&P 500 , SPDR S&P MidCap 400 , International Speedway Corporation Class A , Life Time Fitness, Inc. ,
  • Category: Long/Short Equity
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  • Holdings: Federated Bank Loan Core , First Data 144A 8.75% , Us Foods 8.5% , Reynolds Grp Issuer 8.25% , Hca 7.5% ,
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: FHLBA 2.05% , FHLMC 2.25% , FHLBA 0.65% , FNMA 0.5% , Microsoft Corporation ,
  • Category: Short Government
  • Morningstar Rating: 1 Stars
Sign-up for padgx investment picks
  • Holdings: Comcast Corp Class A , Tencent Holdings Ltd. , Google, Inc. Class A , VF Corporation , Anheuser-Busch Inbev SA ADR ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 1 Stars
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  • Holdings: KYTHERA Biopharmaceuticals Inc , Clovis Oncology Inc , Hecla Mining Company , Glacier Bancorp Inc , HMS Holdings Corporation ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares MSCI EAFE , Toyota Motor Corp , Roche Holding AG , Rio Tinto Ltd , Airbus Group NV ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electnc Pfd , Mitsui Fudosan Co., Ltd. , Mitsubishi Electric Corp , Hitachi, Ltd. , Nippon Telegraph & Telephone Corp ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
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  • Holdings: Canada Govt 4% , US Treasury Bond 7.25% , US Treasury Note 1.375% , US Treasury Note 3.125% , US Treasury Note 5.125% ,
  • Category: World Allocation
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  • Holdings: Gilead Sciences Cv 1.625% , Illumina 144A Cv 0.25% , Sandisk 144A Cv 0.5% , Salesforce Com 144A Cv 0.25% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: Becton Dickinson & Co , US Treasury Note 0.25% , Apple Inc , Morgan Stanley , BlackRock Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for paxwx investment picks
  • Holdings: Chevron Corp , JPMorgan Chase & Co , Wells Fargo & Co , Exxon Mobil Corporation , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: StanCorp Financial Group, Inc. , Corning Inc , Prudential Financial Inc , E-L Financial Corporation Limited , Assurant Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for frbsx investment picks
  • Holdings: iShares Micro-Cap , Extreme Networks, Inc. , Carmike Cinemas, Inc. , BNC Bancorp , U.S. Physical Therapy ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for mmerx investment picks
  • Holdings: Crown Holdings Inc , Schweitzer-Mauduit International, Inc. , Teradyne Inc , RenaissanceRe Holdings Ltd , Ball Corporation ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cbmbx investment picks
  • Holdings: PIMCO Real Return Instl , PIMCO Income Instl , PIMCO Floating Income Instl , PIMCO Senior Floating Rate Instl , PIMCO Mortgage Opportunities Instl ,
  • Category: Target Date 2021-2025
Sign-up for gvspx investment picks
  • Holdings: S+p500 Emini Fut Mar14 Xcme 20140321 , Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , Us 5yr Note (Cbt) Jun14 Xcbt 20140630 , Vinci , GlaxoSmithKline PLC ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: L Brands Inc , Anheuser-Busch Inbev SA ADR , PNC Financial Services Group Inc , Estee Lauder Cos Inc Class A , Pentair Ltd ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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Funds From: labfx - Lord Abbett Multi-Asset Balanced Opp A to ibnax - Ivy Balanced A
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