Funds From: petpx - PIMCO Real Estate Real Return Strategy P - Real Estate to foitx - Franklin OH Tax-Free Inc C - Muni Ohio


  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , Dwrtft Trs Equity 1ml+45 Brc , US Treasury TIP , Dwrtft Trs Equity 1ml+42 Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Union Pacific Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Comcast Corp Class A , Cognizant Technology Solutions Corp Class A , CVS Health Corp , Verizon Communications Inc , PVH Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Microsoft Corp , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: United Parcel Service Inc (UPS) Class B , UnitedHealth Group Inc , Lockheed Martin Corp , TJX Companies , Wal-Mart Stores Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: SanDisk Corp , Intel Corp , Kroger Co , Apple Inc , Union Pacific Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG ADR , Paychex Inc , Johnson & Johnson , JPMorgan Chase & Co , Microchip Technology Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: EOG Resources Inc , Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , Dresser-Rand Group Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , Vodafone Group PLC , SOFTBANK Corp , BT Group PLC , Telecom Italia SpA Rsp ,
  • Category: Communications
  • Morningstar Rating: 4 Stars
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  • Holdings: Green Plains Inc , Hawaiian Holdings Inc , Pioneer Energy Services Corp , Brown Shoe Co Inc , Amkor Technology Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Thor Industries Inc , Kennedy-Wilson Holdings Inc , Garmin Ltd , iShares 1-3 Year Treasury Bond , DENTSPLY International Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for rmisx investment picks
  • Holdings: Noble Energy Inc , Comcast Corp Class A , National Oilwell Varco Inc , General Electric Co , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Team Health Holdings Inc , Guidewire Software Inc , Brunswick Corp , Medivation Inc , Pacira Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for sqmax investment picks
  • Holdings: Halliburton Co , Schlumberger NV , Dow Chemical Co , Canadian Pacific Railway Ltd , BHP Billiton PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Wal-Mart Stores Inc , Amazon.com Inc , Home Depot Inc , CVS Health Corp , Lowe's Companies Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Gsswap , E-mini S&P 500 Index Future Dec14 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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  • Category: Short Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Mitsubishi Estate Co Ltd , AvalonBay Communities Inc , HCP Inc , Mitsui Fudosan Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Liberty Global PLC Class C , Baidu Inc ADR , Diageo PLC , Roche Holding AG , Credit Suisse Group ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR® S&P 500 ETF , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Market Neutral
Sign-up for aziix investment picks
  • Holdings: Janus Global Bond N , Janus International Equity N , INTECH US Value I , Janus Diversified Alternatives N , INTECH International I ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ptsax investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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Funds From: petpx - PIMCO Real Estate Real Return Strategy P - Real Estate to foitx - Franklin OH Tax-Free Inc C - Muni Ohio
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