Funds From: ustfx - Waddell & Reed Science & Tech Y - Technology to fiifx - Federated Intermediate Corp Bd Instl - Corporate Bond


  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Aspen Technology Inc , Vertex Pharmaceuticals Inc , Cree Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Merger Institutional , BlackRock Global Long/Short Credit Instl , Avenue Credit Strategies Institutional , Robeco Boston Partners L/S Rsrch Instl , Driehaus Active Income ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: SanDisk Corp , Apple Inc , ASML Holding NV , Cardinal Health Inc , Check Point Software Technologies Ltd ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: AECOM Technology Corp , Electronic Arts Inc , PartnerRe Ltd , Office Depot Inc , UGI Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Sino Biopharmaceutical Ltd , Cemex Latam Holdings SA , International Container Terminal Services Inc , Metropolitan Bank & Trust Company , Kasikornbank Public Co Ltd Shs Foreign Registered ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Apple Inc , Alliance Data Systems Corp , Costco Wholesale Corp , Union Pacific Corp , ASML Holding NV ADR ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Visa Inc Class A , Nike Inc Class B , Google Inc Class C , Schlumberger NV , AIA Group Ltd ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: McGraw Hill Financial Inc , Cummins Inc , Adobe Systems Inc , Ameriprise Financial Inc , Bank of America Corporation ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: CareFusion Corp , Red Hat Inc , Steelcase Inc , GATX Corp , Apollo Education Group Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SeaChange International Inc , Rosetta Stone Inc , Sizmek Inc , Oxford Lane Cap Pfd , Samsung Electnc Pfd ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: TIAA-CREF Bond Index Institutional , TIAA-CREF Equity Index Instl , TIAA-CREF Inflation Link Bd Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for vbllx investment picks
  • Holdings: Krispy Kreme Doughnuts Inc , First Citizens BancShares Inc (DE) Class A , Simpson Manufacturing , Mueller Industries Inc , Treehouse Foods Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , JPMorgan Chase & Co , Texas Instruments Inc , Express Scripts , Qualcomm Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West Bond Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for cnyrx investment picks
  • Holdings: Textron Inc , Blackstone Group LP , HCP Inc , Yum Brands Inc , Cree Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Commodity Strategy R5 , MFS® Global Real Estate R5 , Japan(Govt Of) 2.1% , Japan(Govt Of) 1.1% , Australia(Cmnwlth) 5.75% ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Guangdong Investment Ltd , Kaken Pharmaceutical Co., Ltd. , Wasion Group Holdings Ltd , First Pacific Co Ltd , Ipsen SA ,
  • Category: Foreign Small/Mid Value
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Tesla Motors Inc , ServiceNow Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for wfstx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
Sign-up for dipix investment picks
  • Holdings: Apple Inc , Avago Technologies Ltd , Canadian Pacific Railway Ltd , Novartis AG ADR , Covidien PLC ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: MasterCard Inc Class A , iShares Russell 1000 Growth , Gilead Sciences Inc , Lowe's Companies Inc , Stericycle Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Acadia Healthcare Co Inc , Team Health Holdings Inc , Guidewire Software Inc , Ultimate Software Group Inc , Monolithic Power Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for odicx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for fiifx investment picks
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Funds From: ustfx - Waddell & Reed Science & Tech Y - Technology to fiifx - Federated Intermediate Corp Bd Instl - Corporate Bond
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