Funds From: prtbx - Permanent Portfolio Short Term Treasury - Ultrashort Bond to mcifx - Miller Convertible Bond I - Convertibles


  • Category: Ultrashort Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Randgold Resources Ltd ADR , Eldorado Gold Corp , B2Gold Corp , New Gold Inc , Franco-Nevada Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd Class N , Cognizant Technology Solutions Corp Class A , Samsung Electronics Co Ltd , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for pyusx investment picks
  • Holdings: iPath® MSCI India ETN , iShares MSCI India , China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Express Scripts , VF Corp , Western Digital Corp , Sealed Air Corp , Amgen Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Williams Companies Inc , Enbridge Inc , Verizon Communications Inc , AT&T Inc , TransCanada Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for pgiux investment picks
  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Compass Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for mgibx investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Wells Fargo & Co , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for iwedx investment picks
  • Holdings: Vanguard Dividend Appreciation ETF , Technology Select Sector SPDR® ETF , iShares MSCI EAFE , iShares MSCI USA Quality Factor , PowerShares QQQ ETF ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Saia Inc , Gentherm Inc , Move Inc , EPAM Systems Inc , Summit Hotel Properties Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for wamvx investment picks
  • Holdings: TIAA-CREF Bond Index Institutional , TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Inflation Link Bd Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for umuhx investment picks
  • Holdings: Republic Services Inc Class A , PPL Corp , Alliant Energy Corp , Allstate Corp , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for jdpax investment picks
  • Holdings: John Wiley & Sons Inc Class A , Microsoft Corp , Wells Fargo & Co , Apple Inc , The Hershey Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pcodx investment picks
  • Holdings: OJSC PhosAgro GDR , Tupy SA , Wonik IPS Co Ltd , Astaldi , Goodbaby International Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for pemfx investment picks
  • Holdings: SPDR® Barclays High Yield Bond ETF , Vanguard Growth ETF , Vanguard Total Bond Market ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for igtcx investment picks
  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Kohl's Corp , Forest City Enterprises Cv 4.25% , United Rentals Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rpfcx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for iiinx investment picks
  • Holdings: Microsoft Corp , Iron Mountain Inc , Intel Corp , PNC Financial Services Group Inc , National Fuel Gas Co ,
  • Category: Large Value
Sign-up for advtx investment picks
  • Holdings: Spirit Airlines Inc , East West Bancorp Inc , Mattress Firm Holding Corp , Cavium Inc , SolarWinds Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for jscrx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for avaax investment picks
  • Holdings: Alaska Air Group Inc , Westar Energy Inc , Piedmont Office Realty Trust Inc , Synopsys Inc , Retail Properties of America Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for htscx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for gifax investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Johnson & Johnson , Pfizer Inc , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for milcx investment picks
  • Holdings: SPDR® Barclays Short Term Hi Yld Bd ETF , PIMCO 0-5 Year High Yield Corp Bd ETF , iShares iBoxx $ High Yield Corporate Bd , SPDR® Barclays High Yield Bond ETF , AdvisorShares Newfleet Mult-Sect Inc ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for apimx investment picks
  • Holdings: UniFirst Corp , Bed Bath & Beyond Inc , AVX Corp , Meredith Corp , Children's Place Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Miller Convertible Bond Fund , Jazz Investments I 144A 1.875% , Barclays Bk , Emergent Biosolutions 144A Cv 2.875% , New Mtn Fin 144A Cv 5% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for mcifx investment picks
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Funds From: prtbx - Permanent Portfolio Short Term Treasury - Ultrashort Bond to mcifx - Miller Convertible Bond I - Convertibles
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