Funds From: sbcux - Invesco Low Volatility Equity Yield B - Large Value to fdtzx - Fidelity Advisor Capital Development T - Large Growth


  • Holdings: S&P Mini Index (Fut) , Hewlett-Packard Co , Marvell Technology Group Ltd , Pfizer Inc , AT&T Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for sbcux investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Erauslt Trs Equity 1ml+46 Bps , Sptr Trs Equity 1ml+44 Bps , Erauslt Trs Equity 1ml+38 *Bullet* Jpm , Fin Fut Euro$ Cme 12/14/15 ,
  • Category: Market Neutral
  • Morningstar Rating: 5 Stars
Sign-up for pfatx investment picks
  • Holdings: Alliance Data Systems Corp , International Rectifier , Booz Allen Hamilton Holding Corp , Rovi Corp , Alere Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for atibx investment picks
  • Holdings: SVB Financial Group , Affiliated Managers Group Inc , Iberiabank Corp , Wintrust Financial Corp , Signature Bank ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for sbvlx investment picks
  • Holdings: Exxon Mobil Corporation , Hewlett-Packard Co , Walt Disney Co , JPMorgan Chase & Co , Avago Technologies Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dvfcx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for arbvx investment picks
  • Holdings: Chevron Corp , Wells Fargo & Co , JPMorgan Chase & Co , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for adecx investment picks
  • Holdings: Active Stock Master Portfolio , BlackRock CoreAlpha Bond Investor A , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for lpckx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , US Treasury TIP , BG Group PLC , BP PLC ADR , US Treasury TIP ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for hrlyx investment picks
  • Holdings: Chatham Lodging Trust , Kennedy-Wilson Holdings Inc , Brookfield Asset Management Inc Class A , Simon Property Group Inc , Kennedy Wilson Europe Real Estate Plc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for jercx investment picks
  • Holdings: JHancock Absolute Return Currency R6 , Gotham Absolute Return Institutional , ClearBridge Aggressive Growth IS , Wasatch Long/Short Investor , Industrial Select Sector SPDR┬« ETF ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for lptix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for bmpax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Home Depot Inc , Altria Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rdlax investment picks
  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , HSBC Holdings PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for sahmx investment picks
  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for rgbex investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Guangdong Investment Ltd , HSBC Holdings PLC , SAP SE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jievx investment picks
  • Holdings: Johnson & Johnson , Google Inc Class A , Harley-Davidson Inc , First Republic Bank , WellPoint Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for jrgtx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for waocx investment picks
  • Holdings: Housing Development Finance Corp Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , AIA Group Ltd , Tata Consultancy Services Ltd , ITC Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for jfamx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for baiax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mrbhx investment picks
  • Holdings: Us Treasury N/B 2.75 11/15/2023 , Danaher Corp , United Technologies Corp , UnitedHealth Group Inc , Marsh & McLennan Companies Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for itctx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Chevron Corp , Pfizer Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for lsvbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ivhex investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Bond Index Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for nwafx investment picks
  • Holdings: Blade Engine Securitization 144A FRN , Airspeed Ltd 2007-1 FRN , PPL Corp , SPDR Gold Shares , Actavis PLC ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for qopbx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for geiix investment picks
  • Holdings: Integrys Energy Group Inc , Expedia Inc , TRW Automotive Holdings Corp , Wisconsin Energy Corp , Valero Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for tvvix investment picks
  • Holdings: 10 Year Government of Canada Bond June14 , NYSE/Liffe 10 Year US Treasury Note Future June14 , Long Gilt Future Jun 2014 , Euro Bond Future Jun 2014 , Australian 10yr Bond Future Jun 2014 ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for mgasx investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fdtzx investment picks
Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Funds From: sbcux - Invesco Low Volatility Equity Yield B - Large Value to fdtzx - Fidelity Advisor Capital Development T - Large Growth
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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry