Funds From: whghx - Westwood Short Duration High Yield Instl - High Yield Bond to musdx - Morgan Stanley Inst US Real Estate A - Real Estate


  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , American Tower Corp , Equinix Inc , Amazon.com Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Bank Of China Ltd. H Shares , Itau Unibanco Holding S.A. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: DexCom Inc , Bank of the Ozarks Inc , United Natural Foods Inc , Carrizo Oil & Gas Inc , First Cash Financial Services Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Approach Resources Inc , Bellatrix Exploration Ltd , Acacia Research Corporation , inContact Inc , PICO Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Tower Corp , Enbridge Inc , Spectra Energy Corp , Kinder Morgan Energy Partners LP , Sempra Energy ,
  • Category: World Stock
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  • Holdings: Aryzta AG , Reed Elsevier PLC , British Sky Broadcasting Group PLC , Shire PLC , DCC PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: VY Franklin Income I , VY Franklin Mutual Shares I , VY Templeton Global Growth I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Erauslt Trs Equity 1ml+46 Bps , Sptr Trs Equity 1ml+44 Bps , Erauslt Trs Equity 1ml+38 *Bullet* Jpm , Fin Fut Euro$ Cme 12/14/15 ,
  • Category: Market Neutral
  • Morningstar Rating: 5 Stars
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  • Holdings: Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia High Yield Bond I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Pfizer Inc , PepsiCo Inc , Wells Fargo & Co , Danaher Corp , Visa Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional , Touchstone Premium Yield Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Janus Global Bond N , Janus International Equity N , Janus Flexible Bond N , Janus Short Term Bond N , INTECH U.S. Value I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Union Pacific Corp , Humana Inc , Wells Fargo & Co , TJX Companies ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ncicx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Shire PLC , Total SA , Roche Holding AG , Toyota Motor Corp , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: DWS RREEF Global Infrastructure Inst , DWS Floating Rate Inst , DWS Enhanced Emerg Mkts Fixed Inc Instl , SPDR Barclays Capital Convertible Secs , DWS Diversified Market Neutral Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: WisdomTree Europe Hedged Equity , Vanguard FTSE Europe ETF , iShares MSCI All Country Asia ex Jpn Idx , ALPS RiverFront Strategic Income , WisdomTree Japan Hedged Equity ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Eaton Corp PLC , Intel Corp , Activision Blizzard Inc , Aetna Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for valex investment picks
  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Equity Residential , Vornado Realty Trust , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for musdx investment picks
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Funds From: whghx - Westwood Short Duration High Yield Instl - High Yield Bond to musdx - Morgan Stanley Inst US Real Estate A - Real Estate
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