Funds From: ltbyx - Oppenheimer Rochester LtdTerm NY MunisY - Muni Single State Short to pcvdx - PIMCO Convertible D - Convertibles


  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
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  • Holdings: US Treasury Note 0.625% , US Treasury Note 0.625% , Sweden(Kingdom Of) 3% , Queensland Tsy Cp 6% , Canada Govt 1.5% ,
  • Category: Currency
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  • Holdings: Total SA , HSBC Holdings PLC , BP PLC , Novartis AG , Roche Holding AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Mondelez International Inc Class A , Monsanto Co , Occidental Petroleum Corp , McKesson Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Bond Index I , VY T. Rowe Price Capital Appreciation I , Voya Intermediate Bond R6 , Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap , iShares S&P 500 Growth , iShares S&P 500 Value ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Comcast Corp Class A , CVS Caremark Corp , Emerson Electric Co , Apache Corporation , Costco Wholesale Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: DWS RREEF Global Infrastructure Inst , DWS Floating Rate Inst , DWS Diversified Market Neutral Instl , DWS Enhanced Emerg Mkts Fixed Inc Instl , SPDR Barclays Capital Convertible Secs ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for selex investment picks
  • Holdings: Microsoft Corp , American Railcar Industries Inc , Berkshire Hathaway Inc Class B , Netflix Inc , Maiden Holdings Ltd ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Great-West Templeton Global Bond Init , Great-West Loomis Sayles Bond Init , Great-West US Gov Mortg Sec Init , Great-West Federated Bond Init , Great-West Short Duration Bond Init ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mxvpx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , AvalonBay Communities Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for eirex investment picks
  • Holdings: BNP Paribas , Samsung Electronics Co Ltd , Aviva PLC , Sanofi , GlaxoSmithKline PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for vcfvx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , JPMorgan Chase & Co , Walt Disney Co , United Technologies Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for eceax investment picks
  • Holdings: Guggenheim Strategy I , Guggenheim Strategy II , Theravance Inc , Golar LNG Ltd , Integrys Energy Group Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for rysrx investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
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  • Holdings: iPath MSCI India Index ETN , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
Sign-up for veiix investment picks
  • Holdings: Enbridge Inc , Williams Companies Inc , AT&T Inc , Verizon Communications Inc , National Grid PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for pgiux investment picks
  • Holdings: Public Service Enterprise Group Inc , Cenovus Energy Inc , Novartis AG , Microsoft Corp , Pfizer Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for ibgex investment picks
  • Holdings: Kroger Co , Hewlett-Packard Co , GlaxoSmithKline PLC , Oracle Corporation , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for abagx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , CVS Caremark Corp , Comcast Corp Class A , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ilabx investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , Irs Brl Zcs R 11.47/Cdi 08/15/13 Bps , Irs Jpy 1.000 03/20/14-10y Cme , Irs Brl Zcs P 10.41/Cdi 09/05/13 Boa , Irs Brl Zcs R 11.32/Cdi 09/05/13 Boa ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for pcvdx investment picks
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Funds From: ltbyx - Oppenheimer Rochester LtdTerm NY MunisY - Muni Single State Short to pcvdx - PIMCO Convertible D - Convertibles
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