Funds From: ccvix - Calamos Convertible A - Convertibles to aegbx - American Funds Europacific Growth B - Foreign Large Growth


  • Holdings: Sandisk Cv 0.5% , Salesforce Com Cv 0.25% , Wellpoint Cv 2.75% , Priceline Grp Cv 1% , Nvidia 144A Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: Bristol-Myers Squibb Company , Apple Inc , AstraZeneca PLC , Merck & Co Inc , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Health Corp , Walt Disney Co , HCA Holdings Inc , FedEx Corp , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Salesforce.com Inc , Cirrus Logic Inc , Western Digital Corp , CA Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for bogsx investment picks
  • Holdings: Actavis PLC , Silgan Holdings Inc , Coca-Cola Enterprises Inc , American International Group Inc , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for pmvyx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Manhattan Associates Inc , SBA Communications Corp , Jack In The Box Inc , CoStar Group Inc , Westinghouse Air Brake Technologies Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gtsix investment picks
  • Holdings: Biogen Idec Inc , Amgen Inc , Roche Holding AG ADR , American Airlines Group Inc , Adobe Systems Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for qtrix investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhbtx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for lgbcx investment picks
  • Holdings: Remgro Ltd , Tata Consultancy Services Ltd , Brilliance China Automotive Holdings Ltd , Siam Commercial Bank PLC , Itau Unibanco Holding SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Celgene Corp , Apple Inc , Visa Inc Class A , Priceline Group Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for tlgux investment picks
  • Holdings: Thermo Fisher Scientific Inc , Express Scripts , Gilead Sciences Inc , JPMorgan Chase & Co , Zoetis Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tvafx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Iberdrola SA , Sanofi , Teva Pharmaceutical Industries Ltd ADR , ABB Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lieqx investment picks
  • Holdings: Facebook Inc Class A , Apple Inc , Akamai Technologies Inc , VF Corp , AbbVie Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for aqegx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mboyx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Cisco Systems Inc , Merck & Co Inc , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for jmtrx investment picks
  • Holdings: Casey's General Stores Inc , Bank of the Ozarks Inc , Multi-Color Corp , RBC Bearings Inc , Quaker Chemical Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for gsxax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for frvzx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for bfmcx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for vltcx investment picks
  • Holdings: Bank Of China Ltd. H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Agricultural Bank of China Ltd H Shares , Resona Holdings Inc , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for prtpx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for dbpix investment picks
  • Holdings: Brent Crude Futr Nov14 , Gold 100 Oz Futr Dec14 , Natural Gas Futr Nov14 , Lme Nickel Future Nov14 , Wti Crude Future Jan15 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for cciyx investment picks
  • Holdings: Actavis PLC , Monster Beverage Corp , Apple Inc , Microsoft Corp , Aetna Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for acfox investment picks
  • Holdings: Wfa Core Bond Portfolio , Wells Fargo Advantage Sh Dur Govt Bd I , Wells Fargo Advantage Government Sec I , PIMCO High Yield Instl , Oppenheimer International Bond Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for wbcax investment picks
  • Holdings: Novo Nordisk A/S Class B , Bayer AG , Novartis AG , SOFTBANK Corp , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for aegbx investment picks
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Funds From: ccvix - Calamos Convertible A - Convertibles to aegbx - American Funds Europacific Growth B - Foreign Large Growth
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