Funds From: cnsxx - City National Rochdale Prime MMkt S - Money Market-Taxable to thmcx - Thornburg Intermediate Municipal C - Muni National Interm


  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Dorel Industries Inc Class B , Consorcio Ara SAB de CV , D'ieteren NV , Fuji Machine Mfg. , Tachi-S Co., Ltd. ,
  • Category: Foreign Small/Mid Value
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Sensata Technologies Holding N.V. , Dresser-Rand Group Inc , Solera Holdings Inc , Varian Medical Systems Inc , Verisk Analytics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Facebook Inc Class A , Amazon.com Inc , Qualcomm Inc , Cisco Systems Inc , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Compass EMP US 500 Enh Volatil Wtd I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP US 500 Volatil Wtd I , Compass EMP Intl 500 Volatil Wtd I , Compass EMP US Sm Cp 500 Volatil Wtd I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
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  • Holdings: Affiliated Managers Group Inc , Equinix Inc , SL Green Realty Corp , United Rentals Inc , Henry Schein Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: The Middleby Corp , Acuity Brands Inc , Old Dominion Freight Lines , Watsco Inc , Envestnet Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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  • Holdings: Akamai Technologies Inc , Ryder System Inc , PacWest Bancorp , Marvell Technology Group Ltd , HCC Insurance Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank of New York Mellon Corp , Goldman Sachs Group Inc , Mondelez International Inc Class A , Bank of America Corporation , Abbott Laboratories ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Strategic Real Return , Fidelity® Government Income , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Bank of America Corporation , American International Group Inc , Chevron Corp , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares S&P 500 Growth , EOG Resources Inc , SM Energy Co , Cognizant Technology Solutions Corp Class A , Herbalife Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tvgax investment picks
  • Holdings: Total SA , Novartis AG , Johnson & Johnson , Royal Dutch Shell PLC Class A , Roche Holding AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Cubist Pharmaceuticals Inc , Aspen Technology Inc , NCR Corp , Oceaneering International , Idex Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank of America Corporation , Biogen Idec Inc , Chicago Bridge & Iron Company , Westlake Chemical Corp , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Bond Index Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for falax investment picks
  • Holdings: Apple Inc , MasterCard Inc Class A , Priceline Group Inc , Celgene Corp , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Bayer AG , Baidu Inc ADR , BP PLC , Toyota Motor Corp , Zurich Insurance Group AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Royal Dutch Shell PLC Class B , HSBC Holdings PLC , GlaxoSmithKline PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Netflix Inc , Incyte Corp Ltd , Synageva BioPharma Corp , Domino's Pizza Inc , Myriad Genetics Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Manning & Napier Pro-Blend Mod Term I , Manning & Napier Pro-Blend Extnd Term I ,
  • Category: Target Date 2011-2015
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  • Holdings: Comcast Corp Class A , Walt Disney Co , Wal-Mart Stores Inc , Amazon.com Inc , Home Depot Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for cypix investment picks
  • Holdings: Apple Inc , Targa Resources Corp , Frontier Communications Corp Class B , Wells Fargo & Co , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jeibx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for thmcx investment picks
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Funds From: cnsxx - City National Rochdale Prime MMkt S - Money Market-Taxable to thmcx - Thornburg Intermediate Municipal C - Muni National Interm
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