Funds From: ipofx - Investment Partners Opportunities A LW - Mid-Cap Value to asndx - AllianzGI Retirement 2050 D - Target Date 2046-2050


  • Holdings: Constellation Energy Partners LLC , Apple Inc , GT Advanced Technologies Inc , BlackRock Enhanced Equity Div Common , Texas Pacific Land Trust ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Coronation Fund Managers Ltd , Melco International Development Ltd , Melco Crown(Philippines)Resorts Corp , JSC Halyk Savings Bank of Kazakhstan GDR , Localiza Rent A Car SA ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Bank of America Corporation , Canadian Pacific Railway Ltd , Applied Materials Inc , American International Group Inc , Pentair Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Microchip Technology Inc , Anheuser-Busch Inbev SA ADR , Union Pacific Corp , Wynn Resorts Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Ascendas Real Estate Inv Trust , Tahoe Resources, Inc. , KT&G Corp , Baytex Energy Corp , Insurance Australia Group Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Ashtead Group PLC , Roche Holding AG , AXA SA , Aryzta AG , BNP Paribas ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Google Inc Class A , Johnson & Johnson , JPMorgan Chase & Co , Swisscom AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Halliburton Co , Schlumberger NV , Dow Chemical Co , Baker Hughes Inc , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Avis Budget Group Inc , Nordson Corp , Ametek Inc , Extra Space Storage Inc , Mettler-Toledo International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: LogMeIn Inc , Finisar Corp , Portfolio Recovery Associates Inc , Cytec Industries Inc , Ligand Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for RSDGX investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
Sign-up for rshcx investment picks
  • Holdings: Google Inc Class A , Facebook Inc Class A , Finisar Corp , VMWare Inc , Amazon.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , QS Legg Mason Strategic Real Return IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Prologis Inc , Boston Properties Inc , AvalonBay Communities Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Visa Inc Class A , Danone , Diageo PLC , Walt Disney Co , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for bctix investment picks
  • Holdings: PIMCO 1-5 Year US TIPS Index ETF , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Short-Term Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for oemcx investment picks
  • Holdings: Johnson & Johnson , Chevron Corp , Merck & Co Inc , Pfizer Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for CDORX investment picks
  • Holdings: Gilead Sciences Inc , Las Vegas Sands Corp , Apple Inc , MasterCard Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wytmx investment picks
  • Holdings: PIMCO Income Instl , AllianzGI Best Styles Global Equity R6 , PIMCO Senior Floating Rate Instl , AllianzGI Short Duration High Inc Instl , PIMCO 1-5 Year US TIPS Index ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for abdix investment picks
  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward International Dividend Instl , Forward EM Corporate Debt Institutional , Forward Select EM Dividend Institutional , Forward Commodity L/S Strategy Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for acbix investment picks
  • Holdings: GulfMark Offshore Inc , Vanguard Emerging Markets Stock Idx ETF , Apple Inc , Xerox Corporation , Intrepid Potash Inc ,
  • Category: Large Value
Sign-up for JBVLX investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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Funds From: ipofx - Investment Partners Opportunities A LW - Mid-Cap Value to asndx - AllianzGI Retirement 2050 D - Target Date 2046-2050
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry