Funds From: icdcx - Ivy Cundill Global Value C - World Stock to iivax - Transamerica Small/Mid Cap Value A - Mid-Cap Value


  • Holdings: American International Group Inc , Citigroup Inc , Bank of America Corporation , Mediaset , Munchener Ruck AG ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Mini Msci Eafe Mar15 Ifus 20150320 , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for wfqtx investment picks
  • Holdings: MainStay Large Cap Growth I , MainStay Epoch US All Cap I , iShares Russell 2000 , MainStay ICAP International I , MainStay Common Stock I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Vertex Pharmaceuticals Inc , Euronet Worldwide Inc , iGate Corp ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
Sign-up for wstbx investment picks
  • Holdings: Apple Inc , Medtronic PLC , Citigroup Inc , CVS Health Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for lccbx investment picks
  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for onebx investment picks
  • Holdings: Visa Inc Class A , Wells Fargo & Co , Microsoft Corp , Procter & Gamble Co , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cvalx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for lbnpx investment picks
  • Holdings: Harbor International Institutional , T. Rowe Price Intl Gr & Inc , American Funds Europacific Growth F1 , Sextant International , Aberdeen International Equity I/S ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sitix investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West Bond Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for mxlrx investment picks
  • Holdings: Blackstone Group LP , U.S. Bancorp , Citigroup Inc , Bank of America Corporation , JPMorgan Chase & Co ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for fidcx investment picks
  • Holdings: AllianzGI Best Styles US Equity R6 , PIMCO Income Instl , AllianzGI Best Styles Intl Eq R6 , PIMCO Real Return Instl , PIMCO 1-5 Year U.S. TIPS ETF ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for avsax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for iibax investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for pgsdx investment picks
  • Holdings: Sanmina Corp , AerCap Holdings NV , Platinum Underwriters Holdings Ltd , Resolute Forest Products Inc , Dana Holding Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for asvax investment picks
  • Holdings: The Middleby Corp , Pacira Pharmaceuticals Inc , PRA Group Inc , Alaska Air Group Inc , Align Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for csgyx investment picks
  • Holdings: Idacorp Inc , Mentor Graphics Corp , Highwoods Properties Inc , Dana Holding Corp , Southwest Gas Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for cuurx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager Large Cap Core Port I , Voya Large Cap Growth Port I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager International Eq I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for isnjx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Growth R5 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for mflgx investment picks
  • Holdings: JHFunds2 Active Bond NAV , JHancock Floating Rate Income NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for julcx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for pwasx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for hyinx investment picks
  • Holdings: Celgene Corp , Allergan Inc , Baidu Inc ADR , Priceline Group Inc , MasterCard Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for dggix investment picks
  • Holdings: Greencore Group PLC , iShares MSCI EAFE Small-Cap , Fastighets AB Balder Class B , Royal UNIBREW A/S , Magellan Financial Group Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for tnscx investment picks
  • Holdings: iShares iBoxx $ Invst Grade Crp Bond , iShares 3-7 Year Treasury Bond , iShares 1-3 Year Treasury Bond , Vanguard 500 Index Admiral , Vanguard FTSE All-Wld ex-US Idx Admiral ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hbcgx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
Sign-up for vnyyx investment picks
  • Holdings: Goldcorp Inc , Franco-Nevada Corp , Barrick Gold Corp , Silver Wheaton Corp , Randgold Resources Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
Sign-up for sgdcx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Intel Corp , Gilead Sciences Inc , Hewlett-Packard Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for digix investment picks
  • Holdings: Fidelity Cent Invt Portfolios , US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , US Treasury Note 1% , US Treasury Note 0.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ffamx investment picks
  • Holdings: Webster Financial Corp , Liberty Property Trust , Raymond James Financial Inc , American Eagle Outfitters , Allison Transmission Holdings Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for iivax investment picks
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Funds From: icdcx - Ivy Cundill Global Value C - World Stock to iivax - Transamerica Small/Mid Cap Value A - Mid-Cap Value
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