Funds From: irsax - Ivy Real Estate Securities A LW to psldx - PIMCO StocksPLUS Long Duration Instl


  • Holdings: Simon Property Group Inc, Public Storage, Ventas Inc, Equity Residential, Boston Properties Inc
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC, MasterCard Incorporated Class A, JPMorgan Chase & Co, Citigroup Inc, Coca-Cola Co
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
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  • Holdings: Equity, Bond, Timothy Plan Large/Mid-Cap Growth A, Timothy Plan Defensive Strategies A, Timothy Plan Large/Mid-Cap Value A, Timothy Plan International A, Timothy Plan High Yield Bond A
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: ASM International NV, Millennium & Copthorne Hotels PLC, Aeon Company Malaysia Bhd, Bukit Sembawang Estates Limited, BS Financial Group Inc
  • Category: Pacific/Asia ex-Japan Stk
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  • Holdings: Pacira Pharmaceuticals, Inc., Portfolio Recovery Associates, Inc., Chart Industries, Inc., ExamWorks Group, Inc.
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SVB Financial Group, Affiliated Managers Group Inc, Ultimate Software Group, Inc., Westinghouse Air Brake Technologies Corp, Panera Bread Company, Inc. Class A
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond, Efa Up Trs Equity 3ml+30 *Bullet* Bps, Efa Up Trs Equity 3ml+0 Boa, Efa Up Trs Equity 3ml-15 Bps, Efa Up Trs Equity 3ml+12 *Bullet* Jpm
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Philip Morris International, Inc., Unilever NV DR, Bureau Veritas SA, British American Tobacco PLC, SABMiller PLC
  • Category: Europe Stock
  • Morningstar Rating: 5 Stars
Sign-up for vgeax investment picks
  • Holdings: Equity, Bond, JPMorgan High Yield R6, JPMorgan Mid Cap Core R6, JPMorgan Realty Income Instl, JPMorgan Emerging Mkts Eq Instl, JPMorgan Emerging Markets Debt R6
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond, Touchstone Short Duration Fixed Income Y, Touchstone Total Return Bond Instl, Touchstone International Fixed Inc Inst, Touchstone Strategic Income Instl, Touchstone Value Institutional
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
Sign-up for akfrx investment picks
  • Holdings: Procter & Gamble Co, Microsoft Corporation, PepsiCo Inc, UGI Corporation, PartnerRe Ltd.
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: MasterCard Incorporated Class A, Apple Inc, Visa, Inc., Gilead Sciences Inc
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for iyecx investment picks
  • Holdings: Equity, Bond, PIMCO StocksPLUS Instl, PIMCO CommoditiesPLUS Strategy Instl, PIMCO Total Return Instl, PIMCO International StocksPLUS AR Stra I
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pehrx investment picks
  • Holdings: Westfield Group, Unibail-Rodamco SE, Link Real Estate Investment Trust, Hongkong Land Holdings Ltd., Land Securities Group PLC
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for pxrax investment picks
  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for guhyx investment picks
  • Holdings: Vale SA ADR, Tenaris SA ADR, Royal Dutch Shell PLC Class B, Schlumberger NV, Eni SpA
  • Category: Natural Res
  • Morningstar Rating: 3 Stars
Sign-up for ggnix investment picks
  • Holdings: Qualcomm, Inc., Apple Inc, Google, Inc. Class A, American Tower Corp, Schlumberger NV
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Xerox Corporation, SPDR S&P Bank ETF, Intel Corp, Walgreen Company, Corning Inc
  • Category: Large Value
Sign-up for jbvlx investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml+17 *Bullet* Brc, Sptr Trs Equity 3ml+28 *Bullet* Brc
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation, Chevron Corp, Johnson & Johnson, Apple Inc, Procter & Gamble Co
  • Category: Large Blend
Sign-up for vapax investment picks
  • Holdings: Equity, Bond, Invesco Balanced-Risk Allc R6
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for ianax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for sdiax investment picks
  • Holdings: Roche Holding AG, British American Tobacco PLC, Novartis AG, Samsung Electronics Co Ltd GDR, Vodafone Group PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for girrx investment picks
  • Holdings: SBA Communications Corp, Sirius XM Radio Inc., Ameriprise Financial Inc, Sally Beauty Holdings Inc, Cabot Oil & Gas Corporation Class A
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for harex investment picks
  • Holdings: Samsung Electronics Co Ltd, AIA Group Ltd., Paul Y. Engineering Group Ltd., PC Jeweller Ltd, Taiwan Semiconductor Manufacturing Co Ltd
  • Category: Pacific/Asia ex-Japan Stk
Sign-up for jaqax investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml+32 Boa
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for psldx investment picks
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Funds From: irsax - Ivy Real Estate Securities A LW to psldx - PIMCO StocksPLUS Long Duration Instl
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