Funds From: paebx - Putnam Dynamic Asset Allocation Gr B - Aggressive Allocation to gainx - Guinness Atkinson Dividend Builder - World Stock


  • 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: Walt Disney Co , Home Depot Inc , Amazon.com Inc , Comcast Corp Class A , McDonald's Corp ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Fire & Mar , Shinhan Financial Group Co Ltd , Samsung Electronics Co Ltd , SK Telecom Co Ltd ADR , AmorePacific Corp ,
  • Category: Miscellaneous Region
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  • Holdings: MFS® Research International R5 , MFS® International Value R5 , MFS® International Growth R5 , MFS® International New Discovery R5 , MFS® Emerging Markets Equity R5 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mdijx investment picks
  • Holdings: S+p Mid 400 Emini Dec14 Xcme 20141219 , Equinix Inc , Skyworks Solutions Inc , Hanesbrands Inc , Endo International PLC ,
  • Category: Mid-Cap Blend
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
Sign-up for pwfcx investment picks
  • Holdings: Baidu Inc ADR , Grupo Televisa SAB ADR , Pernod Ricard NV , SK Hynix Inc , Syngenta AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for oidix investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Novartis AG , Nidec Corp , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , Actavis PLC , Union Pacific Corp , W R Grace & Co , Patterson-UTI Energy Inc ,
  • Category: Long/Short Equity
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  • Holdings: General Electric Co , Pfizer Inc , Comcast Corp Class A , Boeing Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: MasterCard Inc Class A , Constellation Software Inc , Sands China Ltd , Galaxy Entertainment Group Ltd , Wirecard AG ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Siemens Financier ([Wts/Rts]) , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for prccx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for srjzx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd GDR 144A , British American Tobacco PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for bighx investment picks
  • Holdings: Gilead Sciences Inc , Actavis PLC , SBA Communications Corp , Facebook Inc Class A , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for fgrax investment picks
  • Holdings: West Clo 2014-1 144A FRN , US Treasury Note 0.25% , Marathon Clo Iv 144A FRN , Sapphire Valley 2006-1 FRN , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for atfax investment picks
  • Holdings: Wfa Core Bond Portfolio , Wells Fargo Advantage Government Sec I , Wells Fargo Advantage Sh Dur Govt Bd I , S+p 500 Future Dec14 Xcme 20141218 , Us Long Bond(Cbt) Dec14 Xcbt 20141219 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Franklin Mutual Shares R6 , Franklin Income R6 , Templeton Growth R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ffalx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Consol Energy Inc , Chesapeake Energy Corp , Loews Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for vpeix investment picks
  • Holdings: Newell Rubbermaid Inc , NASDAQ OMX Group, Inc. , Crown Holdings Inc , Valspar Corp , Xerox Corporation ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for mvccx investment picks
  • Holdings: WisdomTree Investments Inc , Realpage Inc , Sears Holdings Corp , Akorn Inc , Rackspace Hosting Inc ,
  • Category: Mid-Cap Growth
Sign-up for vwmcx investment picks
  • Holdings: Credit Suisse Group , BNP Paribas , Honda Motor Co Ltd , Daimler AG , Allianz SE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for noicx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Microsoft Corp , Intel Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for aeyrx investment picks
  • Holdings: Bk Of Nova Scotia FRN , Chukchansi Econ Dev Auth 144A 9.75% , Forest Oil 7.25% , LinnCo LLC , Sysco Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for imsix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for phimx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for pfncx investment picks
  • Holdings: H&R Block Inc , Meggitt PLC , Eni SpA , Aberdeen Asset Management PLC , BAE Systems PLC ,
  • Category: World Stock
Sign-up for gainx investment picks
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Funds From: paebx - Putnam Dynamic Asset Allocation Gr B - Aggressive Allocation to gainx - Guinness Atkinson Dividend Builder - World Stock
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