Funds From: gisix - Goldman Sachs Intl Small Cap Instl - Foreign Small/Mid Blend to rfhtx - American Funds 2045 Trgt Date Retire R6 - Target Date 2041-2045


  • Holdings: Aryzta AG , Jupiter Fund Management PLC , Ashtead Group PLC , en-japan inc. , Ingenico Group SA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , Dwrtft Trs Equity 1ml+45 Brc , US Treasury TIP , Dwrtft Trs Equity 1ml+42 Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Manning & Napier Pro-Blend Cnsrv Term I ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Google Inc Class C , Union Pacific Corp , Costco Wholesale Corp , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for stafx investment picks
  • Holdings: Apple Inc , E-mini S&P 500 Index Future Sept14 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , TJX Companies , Discovery Communications Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: AstraZeneca PLC , Lockheed Martin Corp , Teva Pharmaceutical Industries Ltd , Lorillard Inc , Raytheon Co ,
  • Category: World Stock
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  • Holdings: American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for rfdtx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Hyundai Motor Co , China Petroleum & Chemical Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Corporate Bond R6 , JPMorgan Inflation Managed Bond R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for jsfsx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Host Hotels & Resorts Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for ntfix investment picks
  • Holdings: Western Union Co , First American Financial Corp , Stanley Black & Decker Inc , Bristow Group Inc , Lazard Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for mxmcx investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , TJX Companies , Discovery Communications Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pmbcx investment picks
  • Holdings: Hyundai Motor Co , Samsung Electronics Co Ltd , MediaTek Inc , Naspers Ltd Class N , Cemex Sab De Cv Cv 3.25% ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for cnwdx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , Procter & Gamble Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for cisix investment picks
  • Holdings: Russell Mini Fut Sep14 , EMCOR Group, Inc. , Hanover Insurance Group Inc , Approach Resources Inc , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for sesvx investment picks
  • Holdings: Danaher Corp , US Treasury Note 2.75% , United Technologies Corp , Marsh & McLennan Companies Inc , UnitedHealth Group Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for itrax investment picks
  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Floating Rate Income R6 , JPMorgan Realty Income R5 , iShares Global Infrastructure , JPMorgan Commodities Strategy R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for jrnax investment picks
  • Holdings: SPDR S&P 500 , SVB Financial Group , Discover Financial Services , Steelcase Inc , Ciena Corp ,
  • Category: Mid-Cap Growth
Sign-up for dosax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Danaher Corp , Visa Inc Class A , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for smdmx investment picks
  • Holdings: Tutor Perini Corp , PTC Inc , Synchronoss Technologies Inc , Vishay Intertechnology Inc , Swift Transportation Co ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for emgrx investment picks
  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rwiex investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , Ventas Inc , AvalonBay Communities Inc , Equity Residential ,
  • Category: Real Estate
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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Funds From: gisix - Goldman Sachs Intl Small Cap Instl - Foreign Small/Mid Blend to rfhtx - American Funds 2045 Trgt Date Retire R6 - Target Date 2041-2045
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