Funds From: atbix - Ascendant Balanced I - Moderate Allocation to raimx - Rainier Mid Cap Equity Institutional - Mid-Cap Growth


  • Holdings: Rambus Inc Del 144A Cv 1.125% , Intermune Cv 2.5% , Nuance Comms Cv 2.75% , Cobalt Intl Engy Cv 2.625% , Liberty Media 3.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Wells Fargo & Co , Johnson & Johnson , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for alvsx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for penmx investment picks
  • Holdings: Market Vectors® High-Yield Municipal ETF , SPDR® Nuveen S&P High Yield Muni Bd ETF , MSCI Emerging Market Index Future Dec14 , PIMCO Enhanced Short Maturity Active ETF , MSCI EAFE Index Future Dec14 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ecrax investment picks
  • Holdings: Akamai Tech 144A Cv , Starwood Ppty Tr Cv 4.55% , Siemens Financier ([Wts/Rts]) , Liberty Interactive 144A 1% , Chesapeake Engy Cv 2.5% ,
  • Category: Convertibles
  • Morningstar Rating: 1 Stars
Sign-up for hicsx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Home Depot Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 5 Stars
Sign-up for orohx investment picks
  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , Microsoft Corp , Apple Inc , The Hershey Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pyodx investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Bond & Mtg Securities Inst , Principal Overseas Instl , Principal Diversified Intl Inst ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for ltpex investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Income Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2031-2035
Sign-up for gvlax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mpcix investment picks
  • Holdings: Dow Chemical Co , Merck & Co , Lockheed Martin Corp , PartnerRe Ltd , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for apigx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Kinnevik Investment AB Class B , Novo Nordisk A/S Class B , BG Group PLC , Svenska Handelsbanken Class A ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for HRIGX investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for prrqx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for cmmax investment picks
  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I , Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for lagcx investment picks
  • Holdings: White Mountains Insurance Group Ltd , ADT Corp , CSG Systems International Inc , UniFirst Corp , National Fuel Gas Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for arsmx investment picks
  • Holdings: Advance Auto Parts Inc , Equifax Inc , Robert Half International Inc , Alkermes PLC , Vantiv Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for hambx investment picks
  • Holdings: Guggenheim Strategy II , Guggenheim Strategy I ,
  • Category: Trading-Miscellaneous
Sign-up for rysdx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Total SA , Roche Holding AG Dividend Right Cert. , Novo Nordisk A/S Class B , AstraZeneca PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
Sign-up for maefx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
Sign-up for jurdx investment picks
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for hstix investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for wftax investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
Sign-up for pcdix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for jibdx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Google Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pnobx investment picks
  • Holdings: American Express Co , Berkshire Hathaway Inc Class A , Sanofi ADR , Northern Trust Corp , Progressive Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for chrsx investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for ianrx investment picks
  • Holdings: United Rentals Inc , Oasis Petroleum Inc , B/E Aerospace Inc , NXP Semiconductors NV , Mohawk Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for raimx investment picks
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Funds From: atbix - Ascendant Balanced I - Moderate Allocation to raimx - Rainier Mid Cap Equity Institutional - Mid-Cap Growth
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