Funds From: pbsmx - Prudential Short-Term Corporate Bd A LW - Short-Term Bond to cnpax - American Funds New Perspective 529A LW - World Stock


  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: China Construction Bank Corp H Shares , Vanguard FTSE Emerging Markets ETF , Itau Unibanco Holding SA ADR , Mtn Group Ltd , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Dec14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme (Red) 12/14/15 , Fin Fut Euro$ Cme (Red) 03/14/16 ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares National AMT-Free Muni Bond , iShares 20+ Year Treasury Bond , SPDR® Barclays High Yield Bond ETF , PowerShares DB Commodity Tracking ETF , Vanguard FTSE Developed Markets ETF ,
  • Category: Tactical Allocation
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S Class B , Bayer AG , Novartis AG , SOFTBANK Corp , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: EPR Properties , Frontier Communications Corp Class B , Starwood Property Trust, Inc. , KKR & Co LP , Hospitality Properties Trust ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Aetna Inc , Pfizer Inc , PNC Financial Services Group Inc , Wells Fargo & Co , Medtronic PLC ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: HSBC Holdings PLC , Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Commonwealth Bank of Australia , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Samsung Electronics Co Ltd , America Movil SAB de CV ADR , Grupo Televisa SAB ADR , Turkiye Garanti Bankasi AS , Commercial International Bank (Egypt) SAE ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Manning & Napier Pro-Blend Cnsrv Term I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Prosperity Bancshares, Inc. , CubeSmart , The GEO Group Inc , PrivateBancorp Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Central Fund of Canada , Royal Gold Inc , Agnico Eagle Mines Ltd , Newmont Mining Corp , Yamana Gold Inc ,
  • Category: Currency
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  • Holdings: Netflix Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Gilead Sciences Inc , Hologic Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: First Republic Bank , Healthcare Services Group Inc , CBRE Group Inc , Kate Spade & Co , Hain Celestial Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Alimentation Couche-Tard Inc , Brookfield Asset Management Inc Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for nshlx investment picks
  • Holdings: Novo Nordisk A/S Class B , Amazon.com Inc , Microsoft Corp , Regeneron Pharmaceuticals Inc , United Continental Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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Funds From: pbsmx - Prudential Short-Term Corporate Bd A LW - Short-Term Bond to cnpax - American Funds New Perspective 529A LW - World Stock
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