Funds From: rfrfx - Columbia Floating Rate R5 - Bank Loan to hwiax - Hotchkis and Wiley Capital Income A LW - Moderate Allocation


  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: NCsoft Corp , AAC Technologies Holdings Inc , Powszechny Zaklad Ubezpieczen SA , Samsung Electronics Co Ltd , Aksa Akrilik Kimya Sanayii A.S. ,
  • Category: Diversified Emerging Mkts
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  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , Apple Inc , Gilead Sciences Inc , Google Inc Class A , Nike, Inc. Class B ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
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  • Holdings: Apple Inc , Google Inc Class A , Exxon Mobil Corporation , International Business Machines Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Mar14 , Lincoln National Corp (Radnor, PA) , Agilent Technologies Inc , Cardinal Health Inc , Textron Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for pvejx investment picks
  • Holdings: Novartis AG , Sanofi , MSCI EAFE Index Future Mar14 , Daimler AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: -1 Stars
Sign-up for pintx investment picks
  • Holdings: Russell 2000 Mini Mar14 , Webster Financial Corp , CNO Financial Group, Inc. , Esterline Technologies , Firstmerit Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for ppvix investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for lvpix investment picks
  • Holdings: General Electric Co , JPMorgan Chase & Co , Chevron Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iteix investment picks
  • Holdings: Roche Holding AG , Microsoft Corporation , Samsung Electronics Co Ltd , BNP Paribas , Pfizer Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Jacobs Engineering Group Inc , Cisco Systems Inc , Corning Inc , Orion Marine Group, Inc. , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cmafx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ardrx investment picks
  • Holdings: First Republic Bank (San Francisco, CA) , Protective Life Corp , Pacira Pharmaceuticals, Inc. , Vantiv Inc , White Mountains Insurance Group Ltd. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for psccx investment picks
  • Holdings: PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Floating Income Instl , AllianzGI Best Styles Global Equity R6 , PIMCO Senior Floating Rate Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for abamx investment picks
  • Holdings: Exxon Mobil Corporation , Marathon Oil Corp , Northrop Grumman Corp , MetLife Inc , Cigna Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for peimx investment picks
  • Holdings: Gilead Sciences Inc , Celgene Corporation , Sanofi , Johnson & Johnson , Actavis PLC ,
  • Category: Health
  • Morningstar Rating: 1 Stars
Sign-up for phlmx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corporation , Johnson & Johnson , Chevron Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for scnax investment picks
  • Holdings: Janus Global Bond N , Janus International Equity N , INTECH U.S. Value Instl , INTECH International I , Janus Diversified Alternatives N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jmoix investment picks
  • Holdings: Eaton Corporation PLC , Union Pacific Corp , Rockwell Automation Inc , Boeing Co , Precision Castparts Corp. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for rricx investment picks
  • Holdings: Google Inc Class A , Gilead Sciences Inc , Apple Inc , Amazon.com Inc , Visa, Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for cgfyx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for rccex investment picks
  • Holdings: Novartis AG , BP PLC , Amgen Inc , Altria Group Inc. , Philip Morris International, Inc. ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Emerging Markets Bond
Sign-up for emfax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: -1 Stars
Sign-up for mnhax investment picks
  • Holdings: Total SA ADR , Microsoft Corporation , Royal Dutch Shell PLC ADR Class B , JPMorgan Chase & Co , Public Service Enterprise Group Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for hwiax investment picks
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Funds From: rfrfx - Columbia Floating Rate R5 - Bank Loan to hwiax - Hotchkis and Wiley Capital Income A LW - Moderate Allocation
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity