Funds From: cnrvx - City National Rochdale US Cor Eq Svc - Large Growth to jmgzx - JPMorgan Mid Cap Growth R2 - Mid-Cap Growth


  • Holdings: Apple Inc , Celgene Corp , CVS Caremark Corp , Gilead Sciences Inc , American Express Co ,
  • Category: Large Growth
Sign-up for cnrvx investment picks
  • Holdings: SeaWorld Entertainment Inc , Dana Holding Corp , HMS Holdings Corp , Peyto Exploration & Development Corp , First American Financial Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rspkx investment picks
  • Holdings: SPDR® S&P 500 ETF , Frost Total Return Bond Inst , iShares MSCI EAFE , Frost Growth Equity Inst , Frost Value Equity Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fibtx investment picks
  • Holdings: Ascendas Real Estate Inv Trust , Baytex Energy Corp , Insurance Australia Group Ltd , Challenger Ltd , KT&G Corp ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for csirx investment picks
  • Holdings: Forward International Dividend Instl , Comcast Corp Class A , 3M Co , CME Group Inc Class A , KLA-Tencor Corp ,
  • Category: World Stock
Sign-up for fmdvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for rfaex investment picks
  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cddyx investment picks
  • Holdings: Wal-Mart Stores Inc , Amazon.com Inc , Home Depot Inc , CVS Health Corp , Priceline Group Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
Sign-up for ryrax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ekhbx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for sdibx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for pubrx investment picks
  • Holdings: Loomis Sayles Bond Instl , SPDR® S&P MidCap 400 ETF , American Funds AMCAP A , Templeton Global Bond A , Dodge & Cox Income ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ncipx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for thycx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , US Treasury TIP 2.5% , Oracle Corporation , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for twsmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for dvcsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for cpcfx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Honeywell International Inc , Union Pacific Corp , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sleix investment picks
  • Holdings: Hanesbrands Inc , Endurance Specialty Holdings Ltd , United Continental Holdings Inc , Swift Transportation Co , Superior Energy Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for svmcx investment picks
  • Holdings: Kinder Morgan, Inc. , Time Warner Cable Inc , Verizon Communications Inc , Qualcomm Inc , Spectra Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for bcegx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for jcbix investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mbgwx investment picks
  • Holdings: Exxon Mobil Corporation , Duke Energy Corporation , Chevron Corp , Eli Lilly and Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for sfvax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for rgccx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Chevron Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jicax investment picks
  • Holdings: Apache Corporation , Consolidated Water Co Ltd , CVR Refining LP , Digital Realty Trust Inc , Intel Cv 2.95% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for twocx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for focfx 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: Gilead Sciences Inc , Facebook Inc Class A , Home Depot Inc , MasterCard Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for oglgx investment picks
  • Holdings: Gentera SAB de CV , Roche Holding AG , Barclays PLC , Isuzu Motors Ltd , Hyundai Motor Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for crmix investment picks
  • Holdings: Acuity Brands Inc , Illumina Inc , Affiliated Managers Group Inc , Alliance Data Systems Corp , CBRE Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for jmgzx investment picks
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Funds From: cnrvx - City National Rochdale US Cor Eq Svc - Large Growth to jmgzx - JPMorgan Mid Cap Growth R2 - Mid-Cap Growth
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