Funds From: cugzx - Columbia US Government Mortgage Z - Intermediate Government to ficvx - Fidelity Advisor Convertible Secs I - Convertibles


  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Ru20intr Trs Equity 3ml-35 *Bullet* Boa , Mini Russell 2000 Index TIC Future June14 , Fin Fut Euro$ Cme 12/14/15 , Ru20intr Trs Equity 3ml-40 *Bullet* Fbf ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Putnam Absolute Return 700 Y , Cdx Cdx.Em.21 500.0 06/20/2019 Bc , iShares MSCI EAFE , Buenos Aires Prov Euro Mtn Be 11.75% , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Russell 2000 Mini Fut Sept 14 , Tyler Technologies Inc , Universal Electronics Inc , Smith & Wesson Holding Corp , PBF Energy Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , AT&T Inc , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • 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 100 Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , Covidien PLC , McKesson Corp , Forest Laboratories Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Express Scripts , Qualcomm Inc , Schlumberger NV , Gilead Sciences Inc , Covidien PLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , Apple Inc , Fidelity Cent Invt Portfolios , Exxon Mobil Corporation ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Energy XXI (Bermuda) Ltd , EnLink Midstream LLC , Sanmina Corp , Temporary Invt Fd , Green Plains Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for botsx investment picks
  • Holdings: Brazil(Fed Rep Of) 10% , Bk Ned Gemeenten 1.85% , Mexico(Utd Mex St) 8% , EURO INV BANK , EUROPEAN UNION 3.625% ,
  • Category: Currency
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for ptebx investment picks
  • Holdings: Vodafone Group PLC , Verizon Communications Inc , SOFTBANK Corp , BT Group PLC , Telecom Italia SpA Rsp ,
  • Category: Communications
  • Morningstar Rating: 4 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
Sign-up for snjbx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
Sign-up for vidax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for tcusx investment picks
  • Holdings: Bny Mellon Cash Reserve Eod Fund , World Fuel Services Corp , Asbury Automotive Group Inc , Graphic Packaging Holding Co , Abercrombie & Fitch Co Class A ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for bpscx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for etmbx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , DISH Network Corp , CVS Caremark Corp , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for sinox investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for harrx investment picks
  • Holdings: Liberty Interactive Corp Class A , SeaWorld Entertainment Inc , HMS Holdings Corp , Actavis PLC , Twenty-First Century Fox Inc Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for rsinx investment picks
  • Holdings: Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for rderx investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Short-Term Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for azgix investment picks
  • Holdings: Kennedy-Wilson Holdings Inc , Chatham Lodging Trust , Simon Property Group Inc , Kennedy Wilson Europe Real Estate Plc , CapitaLand Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for jngsx investment picks
  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Mtr Co Del Cv 4.25% , Mgm Resorts Intl Cv 4.25% , General Motors Co , Micron Tech Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for ficvx investment picks
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Funds From: cugzx - Columbia US Government Mortgage Z - Intermediate Government to ficvx - Fidelity Advisor Convertible Secs I - Convertibles
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