Funds From: afnix - AAM/Bahl & Gaynor Income Growth I - Large Blend to otcnx - Oppenheimer Capital Appreciation R - Large Growth


  • Holdings: Johnson & Johnson , Kimberly-Clark Corp , 3M Co , Lockheed Martin Corp , General Electric Co ,
  • Category: Large Blend
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: TransCanada Corp , Enbridge Inc , National Grid PLC , American Tower Corp , Sempra Energy ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: TIAA-CREF Bond Index Institutional , TIAA-CREF Equity Index Instl , TIAA-CREF Inflation Link Bd Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: Itau Unibanco Holding S.A. , Ambev SA ADR , America Movil SAB de CV ADR , Petroleo Brasileiro SA Petrobras , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Eurazeo Ord , Christian Dior SA , Nestle SA , Mandarin Oriental International Ltd , Tamburi Investment Partners SPA ,
  • Category: Foreign Small/Mid Blend
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  • Holdings: iPath DJ-UBS Commodity Index TR ETN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Commodity Strategy R5 , MFS® Global Real Estate R5 , Japan(Govt Of) 1.1% , Italy(Rep Of) 3.75% , Japan(Govt Of) 2.1% ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Interserve PLC , Deutsche Lufthansa AG , Teleperformance , Jungheinrich AG , Azimut Holding SPA ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: SK Telecom Co Ltd , Ivory Coast Republic 2.5% , Komercni Banka AS , Industrial And Commercial Bank Of China Ltd H Shares , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Forward Commodity Long/Short Strategy (Cayman) Fund, Ltd. , US Treasury Note 0.875% , US Treasury Note 0.75% , US Treasury Note 0.75% , FNMA 1.375% ,
  • Category: Managed Futures
  • Morningstar Rating: 1 Stars
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  • Holdings: Verizon Communications Inc , AT&T Inc , T-Mobile US Inc , CenturyLink Inc , American Tower Corp ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.375% , US Treasury Note 1.375% , US Treasury TIP 2.5% , US Treasury Note 1.25% , US Treasury TIP 1.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: InterMune Inc , Prosperity Bancshares, Inc. , Aspen Technology Inc , WEX Inc , Isis Pharmaceuticals ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for gmrix investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Morgan Stanley , Applied Materials Inc , Viacom Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: American Express Co , Wells Fargo & Co , Comcast Corp Class A , Time Warner Inc , Verizon Communications Inc ,
  • Category: Large Growth
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  • Holdings: Underlying Fds Tr ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Aspen Technology Inc , Cree Inc , Acxiom Corp ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for VBINX investment picks
  • Holdings: Mtn Group Ltd , Consolidated Infrastructure Group Ltd , Tiger Brands Ltd , African Bank Investments Ltd , Massmart Holdings Ltd ,
  • Category: Miscellaneous Region
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  • Holdings: ADT Corp , Liberty Interactive Corp Class A , Catamaran Corp , XO Group Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mstlx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for orvbx investment picks
  • Holdings: Apple Inc , Biogen Idec Inc , Facebook Inc Class A , Gilead Sciences Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for otcnx investment picks
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Funds From: afnix - AAM/Bahl & Gaynor Income Growth I - Large Blend to otcnx - Oppenheimer Capital Appreciation R - Large Growth
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