Funds From: ccgrx - Columbia Large Cap Growth R4 - Large Growth to qopyx - Oppenheimer Flexible Strategies Y - Multialternative


  • Holdings: Apple Inc , Qualcomm Inc , Microsoft Corp , Starwood Hotels & Resorts Worldwide Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Comcast Corp Class A , Philip Morris International Inc , McDonald's Corp , Altria Group Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Biogen Idec Inc , Monsanto Co , Sherwin-Williams Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: GAF CORP , Vereinigte Mexikanische 5% , Poland(Rep Of) 4.75% , US Treasury Note , Apple Inc ,
  • Category: World Allocation
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  • Holdings: Johnson & Johnson , Google Inc Class A , Harley-Davidson Inc , First Republic Bank , WellPoint Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for rgrfx investment picks
  • Holdings: Textron Inc , Lazard Ltd , NRG Energy Inc , Northern Trust Corp , Hospira Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward EM Corporate Debt Institutional , Forward International Dividend Instl , Forward Emerging Markets Instl , Forward Fds ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
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  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS EAFEĀ® Equity Index Inst , DWS Small Cap Core S , DWS Global Small Cap Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Holdings: RidgeWorth Total Return Bond I , RidgeWorth Large Cap Growth Stock I , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for scctx investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Macys Retail Hldgs 7.45% , Equitable Life Assurn Soc U S 144A 7.7% ,
  • Category: Commodities Broad Basket
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  • Holdings: Novartis AG , Sanofi , Iberdrola SA , Total SA , Unilever PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
Sign-up for msnjx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
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  • Holdings: Hartford Inflation Plus Y , Hartford Dividend & Growth Y , Hartford International Opportunities Y , Hartford World Bond Y , Hartford Total Return Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hbasx investment picks
  • Holdings: Dreyfus Global Emerging Markets Y , Tencent Holdings Ltd. , Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for sbcex investment picks
  • Holdings: Tencent Holdings Ltd. , AviChina Industry & Technology Co Ltd H Shares , China State Construction International Holdings Ltd , Sinotrans Ltd H Shares , Chongqing Changan Automobile Co Ltd ,
  • Category: China Region
  • Morningstar Rating: 1 Stars
Sign-up for dpccx investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS , ClearBridge Appreciation IS , ClearBridge International Value IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for lanix investment picks
  • Holdings: General Electric Co , Johnson & Johnson , Wells Fargo & Co , Exxon Mobil Corporation , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for trlcx investment picks
  • Holdings: FHLMC 4.5% , FNMA 3% , Fannie Mae Single Family TBA 2.5% 2029-06-01 , Microsoft Corp , PepsiCo Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for siblx investment picks
  • Holdings: 90day Euro$ Future 12/14/15 Notional Euro$ 3mo Td , 90day Euro$ Futr 09/14/15 Notional Euro$ 3mo Td , 90day Euro$ Future 03/14/16 Notional Euro$ 3mo Td , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , 5 Year US Treasury Note Future Sept14 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pbcfx investment picks
  • Holdings: AT&T Inc , Verizon Communications Inc , Vodafone Group PLC , Comcast Corp Class A , BT Group PLC ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay S&P 500 Index I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for myrdx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Hyundai Motor Co , Aspen Pharmacare Holdings PLC , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
Sign-up for mdlmx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , JPMorgan Chase & Co , Pfizer Inc , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for kdcqx investment picks
  • Holdings: Blade Engine Securitization 144A FRN , Airspeed Ltd 2007-1 FRN , PPL Corp , SPDR Gold Shares , Actavis PLC ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for qopyx investment picks
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Funds From: ccgrx - Columbia Large Cap Growth R4 - Large Growth to qopyx - Oppenheimer Flexible Strategies Y - Multialternative
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