Funds From: cdirx - Columbia Dividend Income R - Large Value to otcfx - T. Rowe Price Small-Cap Stock - Small Growth


  • Holdings: Verizon Communications Inc , Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cdirx investment picks
  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Inflation Focused Bond , T. Rowe Price Growth Stock , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 5 Stars
Sign-up for trrgx investment picks
  • Holdings: Itausa Investimentos ITAÚ S.A. , Petroleo Brasileiro SA Petrobras ADR , Energy Company of Parana ADR , Suzano Bahia Sul Papel e Celulose SA , Bank Bradesco ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
Sign-up for dbzax investment picks
  • Holdings: AvalonBay Communities Inc , Land Securities Group PLC , Simon Property Group Inc , Essex Property Trust Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for asryx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for fvaix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for pdinx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for parrx investment picks
  • Holdings: Energy Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , France(Govt Of) 2.25% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pcbax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for aybdx investment picks
  • Holdings: Reliance Steel and Aluminum , NVR Inc , Unit Corp , Federated Investors, Inc. Class B , Pason Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for rypfx investment picks
  • Holdings: Kinder Morgan, Inc. , Intel Corp , Merck & Co Inc , General Electric Co , Williams Companies Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tpyax investment picks
  • Holdings: NetApp Inc , WellPoint Inc , Cigna Corp , Stericycle Inc , TD Ameritrade Holding Corp ,
  • Category: Mid-Cap Blend
Sign-up for rmcax investment picks
  • Holdings: Reliance Industries Ltd , Li & Fung Ltd , United Continental Holdings Inc , Petroleo Brasileiro SA Petrobras ADR , Adani Enterprises Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jaosx investment picks
  • Holdings: National Bank of Kuwait SAK , Gulf International Services QSC , Emaar Properties PJSC , Qatar National Bank SAQ , Ooredoo QSC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for mfmpx investment picks
  • Holdings: iShares Russell 2000 Growth , SS&C Technologies Holdings Inc , Carter's Inc , Heico Corp Class A , Measurement Specialties ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for javtx investment picks
  • Holdings: UDG Healthcare PLC , PCCW Ltd , Kaken Pharmaceutical Co., Ltd. , Banco Latinoamericano de Comercio Exterior SA Class E , Guangdong Investment Ltd ,
  • Category: Foreign Small/Mid Value
Sign-up for ajvdx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for stisx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for fshax investment picks
  • Holdings: Google Inc Class A , Red Hat Inc , Amazon.com Inc , Cisco Systems Inc , Microsoft Corp ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for prscx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for wfqdx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for shmmx investment picks
  • Holdings: Exterran Holdings Inc , Textron Inc , E*Trade Financial Corp , Northern Trust Corp , Southwest Airlines Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for trmcx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Nvidia 144A Cv 1% , Wells Fargo & Co, San Francisco Ca Pfd , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for cnsax investment picks
  • Holdings: Ishares Barclays 7-10 Yr Tr Swap Credit Suisse ,
  • Category: Trading-Leveraged Debt
Sign-up for dxklx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Microsoft Corp , General Electric Co , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tiirx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for gnmax investment picks
  • Holdings: Master Small Cap Index ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for mdskx investment picks
  • Holdings: Sempra Energy , Edison International , ITC Holdings Corp , E-mini S&P MidCap 400 Index Future June14 , NiSource Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fdvlx investment picks
  • Holdings: 5 Year US Treasury Note Future June14 , FNMA , MSCI EAFE Index Future June14 , Fannie Mae Single Family TBA 3.5% 2029-05-01 , Ultra Treasury Bond Future June14 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aahyx investment picks
  • Holdings: Brunswick Corp , Incyte Corp Ltd , Jack In The Box Inc , Signature Bank , Lennox International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for otcfx investment picks
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Funds From: cdirx - Columbia Dividend Income R - Large Value to otcfx - T. Rowe Price Small-Cap Stock - Small Growth
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