Funds From: hmcjx - Eagle Mid Cap Stock I - Mid-Cap Growth to wabcx - Western Asset Core Bond C - Intermediate-Term Bond


  • Holdings: Superior Energy Services Inc , Signature Bank , Affiliated Managers Group Inc , Hanesbrands Inc , Hain Celestial Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Walt Disney Co , Apple Inc , LM Ericsson Telephone Company Class B , LVMH Moet Hennessy Louis Vuitton SA , Citigroup Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Mid-Cap , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Apprec Idx ETF , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Merck & Co Inc , Verizon Communications Inc , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: East West Bancorp Inc , Cleco Corp , SVB Financial Group , Landstar System Inc , Wintrust Financial Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Myriad Genetics Inc , Pilgrims Pride Corp , Lannett Co Inc , Sanderson Farms Inc , Live Nation Entertainment Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year US TIPS Index ETF , Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Interm-Tm Corp Bd Idx ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corp Bd Idx ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Aust 10y Bond Fut Jun14 Xsfe 20140616 , Long Gilt Future Jun14 Xlif 20140626 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Jpn 10y Bond(Ose) Jun14 Xose 20140611 , Can 10yr Bond Fut Jun14 Xmod 20140619 ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Holdings: Bk Amer ([Wts/Rts]) , Sears Holdings Corp , American International Group Inc , FHLMC Pfd , Fed Natl Mort Assc Pfd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Google Inc Class C , Visa Inc Class A , Danaher Corp , Thermo Fisher Scientific Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , General Electric Co , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 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: 4 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP , US TREASURY TIP , Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for amtyx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • 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 , TIAA-CREF Inflation Link Bd Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
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  • Holdings: Time Warner Inc , Johnson & Johnson , Avago Technologies Ltd , Lockheed Martin Corp , ACE Ltd ,
  • Category: Long/Short Equity
  • 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
Sign-up for glmcx investment picks
  • Holdings: 3mo Euro Euribor Sep14 Xlif 20140915 , 90day Sterling Fu Sep14 Xlif 20140917 , Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , Jpn 10y Bond(Ose) Jun14 Xose 20140611 , Euro-Bobl Future Jun14 Xeur 20140606 ,
  • Category: Managed Futures
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for wabcx investment picks
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Funds From: hmcjx - Eagle Mid Cap Stock I - Mid-Cap Growth to wabcx - Western Asset Core Bond C - Intermediate-Term Bond
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