Funds From: sscyx - Saratoga Small Capitalization A - Small Blend to ltjcx - AllianceBern 2030 Retirement Strat C - Target Date 2026-2030


  • Holdings: ConnectOne Bancorp Inc , Federated National Holding Co , Eagle Bancorp Inc , Core-Mark Holding Co Inc , Teleflex Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Procter & Gamble Co , Johnson & Johnson , Nestle SA , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , S&P 500 Index Future Dec14 , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for cceix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
Sign-up for iedbx investment picks
  • Holdings: Novartis AG , Gilead Sciences Inc , Amgen Inc , Altria Group Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cbfcx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for hipax investment picks
  • Holdings: Samsung Electronics Co Ltd , Toyota Motor Corp , Taiwan Semiconductor Manufacturing Co Ltd ADR , KDDI Corp , Tencent Holdings Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
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  • Holdings: LinkedIn Corp Class A , Illumina Inc , Priceline Group Inc , Vertex Pharmaceuticals Inc , Pharmacyclics Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for urlgx investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , Public Storage , Equity Office Properties Trust , General Growth Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for jrltx investment picks
  • Holdings: Apple Inc , US Treasury Note 1.625% , Fed Natl Mort Assc 3.5% , Johnson & Johnson , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for tblix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for dugrx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for mllbx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , MasterCard Inc Class A , Home Depot Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for oglgx investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Gr I , MassMutual Premier Disciplined Value I , MassMutual Premier Core Bond I ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for mmxsx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mhhrx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for fziax investment picks
  • Holdings: BlackRock Inc , Norfolk Southern Corp , United Parcel Service Inc (UPS) Class B , Stryker Corporation , Omnicom Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cdgcx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Vwo Us R Usl3m P 07/14/15 Jp , Vwo Us R Usl3m P 07/01/15 Cs , Fed Natl Mort Assc 6% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pdrgx investment picks
  • Holdings: Nippon Telegraph & Telephone Corp , Novartis AG ADR , Zurich Insurance Group AG , Imperial Tobacco Group PLC , Nestle SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for cihpx investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth US Gov Sec Ultra-Short Bd I , RidgeWorth Large Cap Growth Stock IS , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for scctx investment picks
  • Holdings: Vodafone Group PLC ADR , Covanta Holding Corp , Deutsche Telekom AG ADR , Reynolds American Inc , iShares Russell 2000 ,
  • Category: Large Value
Sign-up for dnalx investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , American Realty Capital Properties Inc Class A , HCP Inc , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for lreix investment picks
  • Holdings: Facebook Inc Class A , Cisco Systems Inc , Visa Inc Class A , Amazon.com Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for lgrrx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for pxczx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for menkx investment picks
  • Holdings: Lord Abbett Developing Growth I , Lord Abbett Value Opportunities I , Lord Abbett Small Cap Value I , Lord Abbett International Opp I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for alfyx investment picks
  • Holdings: iShares Core MSCI Emerging Markets , US Treasury TIP , Exxon Mobil Corporation , Apple Inc , Gilead Sciences Inc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for ltjcx investment picks
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Funds From: sscyx - Saratoga Small Capitalization A - Small Blend to ltjcx - AllianceBern 2030 Retirement Strat C - Target Date 2026-2030
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