Funds From: onmix - Oppenheimer Moderate Inv R - Moderate Allocation to pbmjx - Principal Bond & Mtg Securities J - Intermediate-Term Bond


  • Holdings: FNMA 4.5% TBA , FNMA 4% TBA , Apple Inc , US Treasury Note 0.75% , Biogen Idec Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Qorvo Inc , Kilroy Realty Corp , Aspen Insurance Holdings Ltd , Manhattan Associates Inc , Team Health Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Biogen Idec Inc , MasterCard Inc Class A , Nike Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd Class N , China Construction Bank Corp H Shares , Samsung Electronics Co Ltd , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Eem Merrill Lynch Bullet Swap ,
  • Category: Trading-Leveraged Equity
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , EOG Resources Inc , Genel Energy PLC , Total SA , Baker Hughes Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for otbax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for nerbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for weiix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for vmibx investment picks
  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for mdswx investment picks
  • Holdings: Apple Inc , L-3 Communications Holdings Inc , Google Inc Class C , Microsoft Corp , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank Nederlandse Gemeenten Nv , Canada 0.875% , eBay Inc , Sprouts Farmers Market Inc , Allscripts Healthcare Solutions Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for ddmcx investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for nhymx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fkyrx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for lrrrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pcybx investment picks
  • Holdings: Lockheed Martin Corp , Hennes & Mauritz AB Class B , Archer-Daniels Midland Co , Western Union Co , Spark New Zealand Ltd ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gtnyx investment picks
  • Holdings: Microsemi Corp , Sanmina Corp , Mueller Industries Inc , Advanced Energy Industries Inc , Commercial Metals Co ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for ryofx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Amgen Inc , Medtronic PLC ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cmicx investment picks
  • Holdings: Staples Inc , Hewlett-Packard Co , Entergy Corp , Cisco Systems Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for sbcux investment picks
  • Holdings: NXP Semiconductors NV , Palo Alto Networks Inc , PPG Industries Inc , Harman International Industries Inc , Constellation Brands Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vgrbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pbmjx investment picks
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Funds From: onmix - Oppenheimer Moderate Inv R - Moderate Allocation to pbmjx - Principal Bond & Mtg Securities J - Intermediate-Term Bond
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