Funds From: ovebx - Sterling Capital Mid Cap Value B - Mid-Cap Value to pbaax - PNC Balanced Allocation A Load Waived - Moderate Allocation


  • Holdings: Markel Corporation , Leucadia National Corp , Omnicom Group Inc , Willis Group Holdings PLC , Aspen Insurance Holdings Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Heating Oil Flat Position No Contract ,
  • Category: Managed Futures
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  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Apple Inc , Exxon Mobil Corporation , US TREASURY TIP ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Mitsubishi UFJ Financial Group Inc , Bayer AG , Novartis AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Microsoft Corp , Pfizer Inc , ConocoPhillips , National Oilwell Varco Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Oracle Corporation , Priceline Group Inc , Gilead Sciences Inc , Boeing Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Comcast Corp Class A , Walt Disney Co , Johnson & Johnson , Apple Inc , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for ngimx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fafix investment picks
  • Holdings: Realpage Inc , Select Comfort Corp , Terreno Realty Corp , Camden Property Trust , US Physical Therapy Inc ,
  • Category: Small Growth
Sign-up for dfsax investment picks
  • Holdings: Schneider Electric , Vipshop Holdings Ltd ADR , CIE FINANCIERE RICHEMONT SA , Heineken Holding NV , Kühne & Nagel International AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for dilbx investment picks
  • Holdings: Hanesbrands Inc , HollyFrontier Corp , Everest Re Group Ltd , Fidelity National Financial Inc , Alaska Air Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for omebx investment picks
  • Holdings: Micron Tech Cv 2.125% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% , CU 144A Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for COCRX investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Global Bond R5 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , American Tower Corp , AvalonBay Communities Inc , American Campus Communities Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for rpfrx investment picks
  • Holdings: Roche Holding AG , Novartis AG , Total SA , Baxter International Inc , British American Tobacco PLC ,
  • Category: World Allocation
Sign-up for HDCVX investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ptdax investment picks
  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Capital Accumulation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cclax investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Public Storage , Equity Residential ,
  • Category: Real Estate
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  • Holdings: GMO Global Asset Allocation III ,
  • Category: World Allocation
Sign-up for GATRX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for dhoax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for aztfx investment picks
  • Holdings: Eli Lilly and Co , WellPoint Inc , Teva Pharmaceutical Industries Ltd ADR , UCB SA , Quest Diagnostics Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for dlhax investment picks
  • Holdings: Apple Inc , Cisco Systems Inc , Qualcomm Inc , KKR & Co LP , Sprott Physical Platinum & Palladium Tr ,
  • Category: Multialternative
Sign-up for OMOAX investment picks
  • Holdings: FNMA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-04-01 , CVS Caremark Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pacax investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR S&P 500 , Apple Inc , US Treasury Note 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pbaax investment picks
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Funds From: ovebx - Sterling Capital Mid Cap Value B - Mid-Cap Value to pbaax - PNC Balanced Allocation A Load Waived - Moderate Allocation
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