Funds From: pobcx - PL Port Optimization Mod-Cnsrv C - Conservative Allocation to igbfx - Columbia Global Bond A - World Bond


  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Large-Cap Value P , PL Inflation Managed P , PL Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Magellan Financial Group Ltd , RPS Group PLC , Melexis , Clinigen Group PLC , CETIP SA Mercados Organizados ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Russell 2000 Index Mini TIC , US Treasury Note 0.75% , 2 Year US Treasury Note Future Dec14 , US Treasury Note 0.875% , US Treasury Note 0.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: United Rentals Inc , Westinghouse Air Brake Technologies Corp , Jarden Corp , RF Micro Devices Inc , Red Hat Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Willis Group Holdings PLC , Teva Pharmaceutical Industries Ltd ADR , Valeant Pharmaceuticals International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , E-mini S&P 500 Index Future Dec14 , Intel Corp , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Valeant Pharmaceuticals International Inc , TJX Companies ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , MIP International Tilts Master Portfolio , Master Small Cap Index ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for clbwx investment picks
  • Holdings: iShares MSCI Emerging Markets , Mtn Group Ltd , Tractebel Energia SA , Wal - Mart de Mexico SAB de CV Class V , Telekom Malaysia Bhd ,
  • Category: Diversified Emerging Mkts
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
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  • Holdings: Forward Emerging Markets Instl , Forward Tactical Enhanced Instl , Forward Real Estate Long/Short Instl , Forward International Dividend Instl , Forward Dynamic Income Institutional ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for agrrx investment picks
  • Holdings: SL Green Realty Corp , Realty Income Corp , HollyFrontier Corp , Hillshire Brands Co , Ashland Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for mlpix investment picks
  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , Actavis PLC , McKesson Corp , Medtronic Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , PepsiCo Inc , McKesson Corp , Biogen Idec Inc , Mondelez International Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for evscx investment picks
  • Holdings: Moody's Corporation , Intel Corp , Wells Fargo & Co , AbbVie Inc , Medtronic Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for gnytx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for suvbx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Alpha Opportunities NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for jlfix investment picks
  • Holdings: Putnam Absolute Return 700 Y , Micron Tech Cv 1.625% , Buenos Aires Prov Euro Mtn Be 11.75% , Simon Property Group Inc , SPDR® S&P 500 ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Celgene Corp , AbbVie Inc , Amgen Inc , Alexion Pharmaceuticals Inc , Merck & Co Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for shspx investment picks
  • Holdings: Qualcomm Inc , Apple Inc , Gilead Sciences Inc , Schlumberger NV , CME Group Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for etctx investment picks
  • Holdings: Aegon NV , Intesa Sanpaolo , Krung Thai Bank PLC Shs Foreign Registered , WPP PLC , Volvo Ab ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for hisix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for mfwvx investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for igbfx investment picks
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Funds From: pobcx - PL Port Optimization Mod-Cnsrv C - Conservative Allocation to igbfx - Columbia Global Bond A - World Bond
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