Funds From: MNOAX - MainStay New York Tax Free Opp A - Muni New York Long to dhmax - Diamond Hill Small-Mid Cap A LW - Mid-Cap Value


  • Holdings: Monsanto Co , BHP Billiton PLC , Exxon Mobil Corporation , Syngenta AG , BHP Billiton Ltd ,
  • Category: Natural Resources
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  • Holdings: BlackRock Total Return , BlackRock Strategic Income Opps Instl , BlackRock Global Long/Short Credit Instl , iShares MSCI Japan , iShares US Technology ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Pfizer Inc , Exxon Mobil Corporation , Citigroup Inc ,
  • Category: Large Value
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  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , E-mini S&P 500 Index Future Sept14 , Euro BUND Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Aqr Risk Parity Ii Hv Off ,
  • Category: Tactical Allocation
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  • Holdings: Nuveen Preferred Securities I , Eaton Vance Floating Rate I , Aberdeen High Yield Instl , UBS E-TRACS Alerian MLP Infrastrctr ETN , iShares Core S&P 500 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Altegris Equity Long Short I , Altegris Fixed Income Long Short I , Altegris Futures Evolution Strategy I , Altegris Managed Futures Strategy I , Altegris Macro Strategy I ,
  • Category: Multialternative
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Shire PLC ADR , Smith & Nephew PLC ADR , Valeo SA ADR , Magna International Inc Class A , Fresenius Medical Care AG & Co. KGaA ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Eni SpA ADR , DNB ASA , Heineken Holding NV , Hitachi Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: American Airlines Group Inc , Delta Air Lines Inc , Priceline Group Inc , Actavis PLC , Signature Bank ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Lincoln National Corp , Delta Air Lines Inc , Helix Energy Solutions Group Inc , JPMorgan Chase & Co , Invesco Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Ameriprise Financial Inc , Visa Inc Class A , BorgWarner Inc , Henry Schein Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Novellus Sys Cv 2.625% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Ambev SA ADR , BRF SA ADR , Vale SA ADR , Fomento Economico Mexicano SAB de CV ADR , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Voya US Bond Index I , Voya Intermediate Bond R6 , VY T. Rowe Price Capital Appreciation I , VY BlackRock Inflation Protected Bond I , Voya Short Term Bond R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Holdings: International Business Machines Corp , Microsoft Corp , Hub Group Inc Class A , Willis Group Holdings PLC , Popular Inc ,
  • Category: Mid-Cap Blend
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  • Holdings: PacWest Bancorp , Barnes Group Inc , South State Corp , Pebblebrook Hotel Trust , Kennedy-Wilson Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Glimcher Rlty Tr Pfd , Ashford Hosptlty Tr Pfd , InnVest Real Estate Investment Trust , Starwood Property Trust, Inc. , British Land Co PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Corporate Bond R6 , JPMorgan Inflation Managed Bond R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for vazix investment picks
  • Holdings: Willis Group Holdings PLC , Cimarex Energy Co , Hub Group Inc Class A , Boston Scientific Inc , Brown & Brown Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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Funds From: MNOAX - MainStay New York Tax Free Opp A - Muni New York Long to dhmax - Diamond Hill Small-Mid Cap A LW - Mid-Cap Value
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