Funds From: meifx - Meridian Equity Income Legacy - Large Value to fcagx - Fidelity Advisor Small Cap Growth A - Small Growth


  • Holdings: Enbridge Energy Partners LP , Leggett & Platt Inc , Occidental Petroleum Corp , Hasbro Inc , Norfolk Southern Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd Class N , Cognizant Technology Solutions Corp Class A , Samsung Electronics Co Ltd , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Balchem Corp , WEX Inc , Euronet Worldwide Inc , Lazard Ltd , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Category: Short Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Intel Corp , Nike Inc Class B , Walt Disney Co , United Technologies Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Us 2yr Note (Cbt) Mar15 Xcbt 20150331 , S+p Mid 400 Emini Mar15 Xcme 20150320 , US Treasury Note 0.5% , Us 10yr Note (Cbt)mar15 Xcbt 20150320 , Vanguard FTSE Emerging Markets ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: British American Tobacco PLC , Philip Morris International Inc , MasterCard Inc Class A , Housing Development Finance Corp Ltd , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for pmbdx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for esadx investment picks
  • Holdings: Dynavax Technologies Corp , DexCom Inc , BioDelivery Sciences International Inc , Aramex PJSC , Caesarstone Sdot-Yam Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for fkcsx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2041-2045
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , Naspers Ltd Class N , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 1 Stars
Sign-up for ltubx investment picks
  • Holdings: Ibex 35 Indx Futr Oct14 Xmrv 20141017 , Ftse/Mib Idx Fut Dec14 Xdmi 20141219 , Euro Stoxx 50 Dec14 Xeur 20141219 , Novartis AG , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Discover Financial Services , Hanover Insurance Group Inc , HCC Insurance Holdings Inc , PNC Financial Services Group Inc ,
  • Category: Financial
  • Morningstar Rating: 5 Stars
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  • Holdings: Enbridge Inc , National Grid PLC , American Tower Corp , Sempra Energy , TransCanada Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for lanyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mfinx investment picks
  • Holdings: Spirit Airlines Inc , NXP Semiconductors NV , FedEx Corp , Hanesbrands Inc , TE Connectivity Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for ifdmx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 1 Stars
Sign-up for ncbdx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for sgusx investment picks
  • Holdings: Compass EMP Long/Short Strategies I , Compass EMP Market Neutral Income I , Compass EMP REC Enhanced Volatil Wtd I , Compass EMP Cmdty Strats Enh Vltl Wtd I , Compass EMP Intl 500 Enh Volatil Wtd I ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for ftgsx investment picks
  • Holdings: Texas Roadhouse Inc , Global Payments Inc , Huron Consulting Group Inc , PRA Group Inc , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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Funds From: meifx - Meridian Equity Income Legacy - Large Value to fcagx - Fidelity Advisor Small Cap Growth A - Small Growth
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