Funds From: oglgx - JPMorgan Large Cap Growth B - Large Growth to arecx - AB Global Real Estate Investment C - Global Real Estate


  • Holdings: Facebook Inc Class A , Home Depot Inc , MasterCard Inc Class A , Gilead Sciences Inc , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Air Products & Chemicals Inc , Johnson & Johnson , Isuzu Motors Ltd , PVH Corp , Regions Financial Corp ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
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  • Holdings: RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , RidgeWorth Mid-Cap Value Equity IS , RidgeWorth Total Return Bond IS , RidgeWorth International Equity I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Wesco Aircraft Holdings Inc , Idexx Laboratories , CIE FINANCIERE RICHEMONT SA , Schneider Electric SE , Liberty Global PLC Class C ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Bank of America Corporation , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Cardinal Health Inc , Sempra Energy , Ameriprise Financial Inc , DISH Network Corp , Vornado Realty Trust ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA 4% TBA , FNMA 4.5% TBA , US Treasury Bond 3.125% , 30 Year US Treasury Bond Future Mar15 , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Core Plus Bond R6 , Invesco Dividend Income R6 , Invesco Premium Income R6 , Invesco High Yield R6 , Invesco Corporate Bond R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • 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
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  • Holdings: Trinity Industries Inc , Oasis Petroleum Inc , Verizon Communications Inc , Toll Brothers Inc , B/E Aerospace Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity Cent Invt Portfolios , US Treasury Note 0.875% , US Treasury Note 0.875% , E-mini S&P 500 Index Future Mar15 , Fannie Mae 3% 30 Year ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for dualx investment picks
  • Holdings: Celgene Corp , Stryker Corporation , Express Scripts , McKesson Corp , AbbVie Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: NICE-Systems Ltd ADR , PrivateBancorp Inc , Resources Connection Inc , Everest Re Group Ltd , Cross Country Healthcare Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Total SA , Bayer AG , Sanofi , Banco Santander SA , Siemens AG ,
  • Category: Europe Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares MSCI Emerging Markets ,
  • Category: Target Date 2041-2045
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  • Holdings: Gilead Sciences Inc , Celgene Corp , Biogen Idec Inc , Alexion Pharmaceuticals Inc , Vertex Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , General Electric Co , Microsoft Corp , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , China Construction Bank Corp H Shares , AIA Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , E-mini S&P 500 Index Future Mar15 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for mfgbx investment picks
  • Holdings: Simon Property Group Inc , Macerich Co , Unibail-Rodamco SE , HCP Inc , British Land Co PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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Funds From: oglgx - JPMorgan Large Cap Growth B - Large Growth to arecx - AB Global Real Estate Investment C - Global Real Estate
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