Funds From: cibcx - American Funds Capital Income Bldr C - World Allocation to jvmsx - JHancock Disciplined Value Mid Cap R2 - Mid-Cap Value


  • Holdings: Altria Group Inc , Philip Morris International Inc , Verizon Communications Inc , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Oracle Corporation , Schlumberger NV , US Treasury TIP ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Chevron Corp , Exxon Mobil Corporation , BHP Billiton PLC , Jpmorgan Chase Bk N A Mandatory Exc 144A ,
  • Category: Commodities Broad Basket
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  • Holdings: Intel Corp , Broadcom Corp , Texas Instruments Inc , Altera Corp , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Potash Corp of Saskatchewan Inc , Schlumberger NV , Devon Energy Corp , Bank of New York Mellon Corp , Accenture PLC Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Schlumberger NV , U.S. Bancorp , Estee Lauder Cos Inc Class A , CVS Caremark Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , EOG Resources Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , Facebook Inc Class A , Naspers Ltd Class N , Visa Inc Class A , Housing Development Finance Corp Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for scgvx investment picks
  • Holdings: Apple Inc , Mitsubishi UFJ Financial Group Inc , Ares Capital Corporation , Microsoft Corp , Royal Dutch Shell PLC Class A ,
  • Category: Conservative Allocation
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  • Holdings: Crown Holdings Inc , Newell Rubbermaid Inc , PerkinElmer Inc , Molson Coors Brewing Co , BB&T Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Schlumberger NV , JPMorgan Chase & Co , eBay Inc , HCA Holdings Inc , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for nmulx investment picks
  • Holdings: Verizon Communications Inc , Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gsftx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan Core Bond R6 , JPMorgan International Equity R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Mobile Mini Inc , On Assignment Inc , The Middleby Corp , H&E Equipment Services Inc , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu Inc ADR , Yandex NV , OJSC Magnit , OAO Novatek GDR , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for lbhyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for fcddx investment picks
  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rfnex investment picks
  • Holdings: Nestle SA , HSBC Holdings PLC , Roche Holding AG , Novartis AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Celgene Corp , Aetna Inc , Johnson & Johnson , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for jfncx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Apple Inc , Qualcomm Inc , EMC Corp , Express Scripts ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for rwgix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for oifix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for gszcx investment picks
  • Holdings: Texas Pacific Land Trust , Trinity Industries Inc , Micron Technology Inc , Halliburton Co , Matador Resources Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for hdpmx investment picks
  • Holdings: Lear Corp , TD Ameritrade Holding Corp , Western Digital Corp , Graphic Packaging Holding Co , Omnicare Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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Funds From: cibcx - American Funds Capital Income Bldr C - World Allocation to jvmsx - JHancock Disciplined Value Mid Cap R2 - Mid-Cap Value
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