Funds From: cwifx - American Funds Capital World Gr&Inc 529F - World Stock to wfusx - Wells Fargo Advantage Ult S/T Mun Inc C - Muni National Short


  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for cwifx investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ceucx investment picks
  • Holdings: PowerShares Senior Loan ETF , Cdx 2i65brkl3 05.000 Na 06/20/2019 Barclays Ban Lo , Marfrig Hldgs Europe B V 144A 6.875% , Trs Gol Eqtrs Oex Us0001m-5bps /Short/ , Cemex Fin 144A 6% ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for oaryx investment picks
  • Holdings: Casey's General Stores Inc , Irish Continental Group PLC , Abbott Laboratories , Merck & Co Inc , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
Sign-up for jsvtx investment picks
  • Holdings: General Electric Co , Wells Fargo & Co , Johnson & Johnson , Exxon Mobil Corporation , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gclsx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Home Depot Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for inydx investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Novellus Sys Cv 2.625% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for pcvrx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for rayhx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for ltpex investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for lmwdx investment picks
  • Holdings: PureCircle Ltd , Opera Software ASA , Kajima , BillerudKorsnas AB , Entertainment One Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for tlsix investment picks
  • Holdings: Deutsche Global Infrastructure Instl , Deutsche Floating Rate Institutional , Deutsche Enh Emerg Mkts Fxd Inc Instl , SPDR┬« Barclays Convertible Secs ETF , Deutsche Diversified Market Netrl Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for selrx investment picks
  • Holdings: Bristow Group Inc , Hexcel Corp , Protective Life Corp , Core Laboratories NV , EnerSys ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for hisvx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Itau Unibanco Holding S.A. , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for peasx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for agsrx investment picks
  • Holdings: JPMorgan Chase & Co , Microsoft Corp , Chevron Corp , CVS Health Corp , Eli Lilly and Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for hgiyx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2036-2040
Sign-up for jobyx investment picks
  • Holdings: Casetek Holdings Limited , Sunac China Holdings Ltd , PT Bank Tabungan Negara (Persero) Tbk , SouFun Holdings Ltd ADR , Innolux Corporation ,
  • Category: Diversified Emerging Mkts
Sign-up for essax investment picks
  • Holdings: Harman International Industries Inc , ServiceNow Inc , Netflix Inc , Westlake Chemical Corp , Canadian Pacific Railway Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for pgppx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for sstlx investment picks
  • Holdings: Russell 2000 Index Mini TIC , HomeAway Inc , Ultimate Software Group Inc , Idex Corp , Cavium Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for ppnnx investment picks
  • Holdings: B0011249 Irs Usd R V 03mliborl00011249 Ccpvanilla , B0011249 Irs Usd P F 1.32000s00011249 Ccpvanilla , Dws Cayman Commodity Ii Ltd , B0011250 Irs Usd R V 03mliborl00011250 Ccpvanilla , B0011250 Irs Usd P F 2.00000s00011250 Ccpvanilla ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 5 Stars
Sign-up for sknrx investment picks
  • Holdings: iShares Russell 2000 Growth , Tenneco Inc , DexCom Inc , Aspen Technology Inc , Deluxe Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for hslix investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for wgbcx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for frrax investment picks
  • Holdings: US Treasury Note 0.5% , US Treasury Note 0.875% , Fannie Mae 3% 30 Year , Fannie Mae 4% 30 Year , Fidelity Cent Invt Portfolios ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ftbwx investment picks
  • Holdings: Apple Inc , Naspers Ltd Class N , Azimut Hldg S.P.A Cv 2.125% , Novo Nordisk A/S , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cgcix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for fksrx investment picks
  • Holdings: Sumitomo Mitsui Financial Group Inc , Hon Hai Precision Ind Co Ltd , Lend Lease Group , Samsung Electronics Co Ltd , Commonwealth Bank of Australia ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 4 Stars
Sign-up for mapcx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
Sign-up for wfusx investment picks
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Funds From: cwifx - American Funds Capital World Gr&Inc 529F - World Stock to wfusx - Wells Fargo Advantage Ult S/T Mun Inc C - Muni National Short
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