Funds From: hwhax - Hotchkis & Wiley High Yield A - High Yield Bond to lwocx - Legg Mason BW International Opps Bd C1 - World Bond


  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Bayer AG , LVMH Moet Hennessy Louis Vuitton SA , Compass Group PLC , Danone ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , Long Term Euro BTP Future Dec14 , iShares MSCI EAFE , US TREASURY TIP ,
  • Category: Conservative Allocation
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  • Holdings: Telefonica Brasil SA ADR , Isuzu Motors Ltd , Itochu Corp , Newcrest Mining Ltd , China Mobile Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Reckitt Benckiser Group PLC , Philip Morris International Inc ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Value , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds American Hi-Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 ,
  • Category: Conservative Allocation
Sign-up for cipfx investment picks
  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year U.S. TIPS ETF , Vanguard FTSE All-World ex-US ETF , iShares 3-7 Year Treasury Bond ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Union Pacific Corp , PNC Financial Services Group Inc , Applied Materials Inc , 3M Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for jrwsx investment picks
  • Holdings: Actavis PLC , Gartner Inc Class A , Ross Stores Inc , Jones Lang LaSalle Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Mercadolibre Inc , NVE Corp , MarketAxess Holdings Inc , The Chefs' Warehouse Inc , Sirona Dental Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for wblnx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Commonwealth Bank of Australia , BHP Billiton Ltd , Westpac Banking Corp , Australia and New Zealand Banking Group Ltd , National Australia Bank Ltd ,
  • Category: Miscellaneous Region
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  • Holdings: Gs Commodity Tr Swap 0.000 Nov 02 15 , Bbg Commodity F3 Tr Etrs Oct 30 15 , Jpm Commodity Tr Swaps 0.000 Sep 06 15 , Gs Commodity Tr Swap 0.000 Jul 09 15 , Bbg Energy Tr Etrs Sep 08 15 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: 10yr Mini Jgb Dec 14 , E-mini S&P 500 Index Future Dec14 , 3mo Euro Euribor Jun 15 , 3mo Euroyen (Tfx) Jun 15 , 90 Day Sterling Jun 15 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2036-2040
Sign-up for jobbx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
Sign-up for lftix investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
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  • Holdings: Deluxe Corp , Parexel International Corp , Sanmina Corp , Team Health Holdings Inc , Skechers USA Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Danaher Corp , Google 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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Funds From: hwhax - Hotchkis & Wiley High Yield A - High Yield Bond to lwocx - Legg Mason BW International Opps Bd C1 - World Bond
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