Funds From: mwstx - Metropolitan West Strategic Income M - Nontraditional Bond to wsgbx - Ivy Small Cap Growth B - Small Growth


  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Wynn Macau Ltd , Google Inc Class A , Priceline.com Inc , Monsanto Co ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , Exxon Mobil Corporation , Royal Dutch Shell PLC ADR Class A , ConocoPhillips , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , International Tilts , Russel 1000 Lifepath , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Jun14 , Webster Financial Corp , Esterline Technologies , CNO Financial Group Inc , Graphic Packaging Holding Co ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 5 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV , JHFunds2 Alpha Opportunities NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: Long Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Sterling Capital Equity Income Instl , Sterling Capital Special Opps Eq Inst , Sterling Capital Total Return Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , OAO Gazprom ADR , Industrial And Commercial Bank Of China Ltd H Shares , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Google Inc , China Construction Bank Corp H Shares , China Mobile Ltd , United Technologies Corp ,
  • Category: World Stock
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.25% , US Treasury Note 0.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Gs Cayman Blocker , FNMA , US TREASURY TIP , FHLMC CMO , US Treasury Bond 3.625% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for gcctx investment picks
  • Holdings: E-L Financial Corp Ltd , Atrion Corp , State Street Corp , Value Partners Group Ltd , Reliance Steel and Aluminum ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for iibax investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , Discover Financial Services , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for ltfax investment picks
  • Holdings: Sociedad Quimica Y Minera De Chile SA ADR , Turquoise Hill Resources Ltd , First Quantum Minerals Ltd , Mosaic Co , Cabot Oil & Gas Corp Class A ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for rgncx investment picks
  • Holdings: Vinci , Shire PLC , Safran SA , Fresenius SE & Co KGaA , Daimler AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for iviyx investment picks
  • Holdings: Basic Energy Services Inc , Natural Grocers by Vitamin Cottage Inc , iShares Russell 2000 Growth , Gentherm Inc , RigNet Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for igwax investment picks
  • Holdings: Dana Holding Corp , Integrated Device Technology , First Horizon National Corp , First American Financial Corp , AOL Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for ptrkx investment picks
  • Holdings: SVB Financial Group , Westinghouse Air Brake Technologies Corp , Ultimate Software Group Inc , Matrix Service Co , Demandware Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for wsgbx investment picks
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Funds From: mwstx - Metropolitan West Strategic Income M - Nontraditional Bond to wsgbx - Ivy Small Cap Growth B - Small Growth
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