Funds From: slvrx - Columbia Select Large-Cap Value R - Large Value to iidpx - Natixis Diversified Income A - Moderate Allocation


  • Holdings: Verizon Communications Inc , Tyson Foods Inc Class A , Applied Materials Inc , Citigroup Inc , Bristol-Myers Squibb Company ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for slvrx investment picks
  • Holdings: Novartis AG , KDDI Corp , Royal Dutch Shell PLC Class B , Sumitomo Mitsui Financial Group Inc , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for teqrx investment picks
  • Holdings: Lifeway Foods Inc , Cornerstone OnDemand Inc , Boston Beer Co Inc Class A , FireEye Inc , Endologix Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for tgscx investment picks
  • Holdings: NCI Building Systems Inc , Thor Industries Inc , Regis Corp , Schnitzer Steel Industries Inc Class A , Headwaters Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for tsvux 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 tvcfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for iibox investment picks
  • Holdings: Celgene Corp , Teva Pharmaceutical Industries Ltd ADR , 5 Year US Treasury Note Future Mar15 , Novartis AG , Baidu Inc ADR ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for dfgrx investment picks
  • Holdings: Eli Lilly and Co , Teva Pharmaceutical Industries Ltd ADR , Bristol-Myers Squibb Company , UCB SA , Sanofi ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for dlhix investment picks
  • Holdings: Microsoft Corp , Johnson & Johnson , Pfizer Inc , Ares Capital Corporation , Novartis AG ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for pmfyx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for oosnx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for hiprx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC ADR Class A , Schlumberger NV , Pioneer Natural Resources Co ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for VGENX investment picks
  • Holdings: Micron Tech Cv 3% , Intel Cv 3.25% , Sandisk Cv 0.5% , Salesforce Com Cv 0.25% , Lam Rsrch Cv 1.25% ,
  • Category: Convertibles
  • Morningstar Rating: 5 Stars
Sign-up for annpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for tatbx investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Google Inc Class A , Facebook Inc Class A , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mfecx investment picks
  • Holdings: MFS® High Yield Pooled , US Treasury Note 0.75% , Simon Property Group Inc , Public Storage , AvalonBay Communities Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for difgx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2051+
Sign-up for jtybx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
Sign-up for nnjax investment picks
  • Holdings: Bank of America Corporation , American International Group Inc , Apache Corporation , Intel Corp , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for neoyx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for fcbax investment picks
  • Holdings: Chevron Corp , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Pfizer Inc , General Electric Co ,
  • Category: Large Value
Sign-up for fblex investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for ipbax investment picks
  • Holdings: Grafton Group PLC , Kennedy Wilson Europe Real Estate Plc , Fairfax Financial Holdings Ltd , RenaissanceRe Holdings Ltd , Sligro Food Group ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
Sign-up for fcsmx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for thirx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for bsbix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Celgene Corp , Home Depot Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for indcx investment picks
  • Holdings: Wells Fargo & Co , Microsoft Corp , Johnson & Johnson , Merck & Co Inc , Verizon Communications Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for hblyx investment picks
  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Ventas Inc , SL Green Realty Corp , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for praex investment picks
  • Holdings: 90day Euro$ Futr Dec15 , Spectra Energy Corp , Magellan Midstream Partners, L.P. , US Treasury TIP , Energy Transfer Equity LP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for prdpx investment picks
  • Holdings: US Treasury Note , Simon Property Group Inc , US Treasury Note , Equity Residential , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for iidpx investment picks
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Funds From: slvrx - Columbia Select Large-Cap Value R - Large Value to iidpx - Natixis Diversified Income A - Moderate Allocation
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