Funds From: faivx - Fidelity Advisor Equity Value I - Large Value to ceerx - JPMorgan Sec Cptl US Cor Rl Estt Secs R6 - Real Estate


  • Holdings: Chevron Corp , Berkshire Hathaway Inc Class B , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Roche Holding AG Dividend Right Cert. , Bayer AG , Sanofi , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Proofpoint Inc , Cavium Inc , DexCom Inc , Akorn Inc , PRA Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for gvldx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Actavis PLC , Ecolab Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Waste Connections Inc , Western Refining Inc , Now Inc , Imax Corp , Noble Energy Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for opmyx investment picks
  • Holdings: Johnson & Johnson , Roper Industries Inc , United Technologies Corp , Medtronic Inc , Praxair Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for frdrx investment picks
  • Holdings: SBA Communications Corp , Electronic Arts Inc , Alliance Data Systems Corp , Actavis PLC , Constellation Brands Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for athwx investment picks
  • Holdings: Meiji Holdings Co Ltd , Greencore Group PLC , Barratt Developments PLC , Teva Pharmaceutical Industries Ltd ADR , Bellway PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , AvalonBay Communities Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for arycx investment picks
  • Holdings: Computershare Ltd , Royal Dutch Shell PLC Class A , Wolseley PLC , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Fin Fut Euro$ Cme (Red) 03/14/16 , Fin Fut Euro$ Cme (Red) 06/13/16 , Fin Fut Euro$ Cme (Grn) 06/19/17 , Fin Fut Euro$ Cme (Grn) 03/13/17 , PIMCO Emerging Markets Currency Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Ventas Inc , SL Green Realty Corp , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Verizon Communications Inc , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: SEI Global Managed Volatility A (SIMT) , SEI US Managed Volatility A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for aztyx investment picks
  • Holdings: E-Mini S&P 500 , Sigma-Aldrich Corp , Vertex Pharmaceuticals Inc , CF Industries Holdings Inc , E I du Pont de Nemours & Company ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for bicax investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , Public Storage , Crown Castle International Corp , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for ryrex investment picks
  • Holdings: SS&C Technologies Holdings Inc , Sally Beauty Holdings Inc , Solera Holdings Inc , Heico Corp Class A , Carter's Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for jvtcx investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Holdings: Nuveen Tactical Market Opportunities I , Nuveen Core Bond I , Nuveen Core Plus Bond I , Nuveen Dividend Value R6 , Nuveen High Yield Municipal Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fsgnx investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Bristol-Myers Squibb Company , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ifafx investment picks
  • Holdings: Danaher Corp , Marsh & McLennan Companies Inc , United Technologies Corp , UnitedHealth Group Inc , Fiserv Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for itrax 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
Sign-up for tdmtx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Health Care REIT, Inc. , Public Storage , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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Funds From: faivx - Fidelity Advisor Equity Value I - Large Value to ceerx - JPMorgan Sec Cptl US Cor Rl Estt Secs R6 - Real Estate
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