Funds From: jeiax - JPMorgan Global Equity Income A LW - World Stock to sbcpx - QS Legg Mason Lifestyle Allocation A LW - Conservative Allocation


  • Holdings: Johnson & Johnson , Statoil ASA , Royal Dutch Shell PLC Class A , Microsoft Corp , ConocoPhillips ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for jeiax investment picks
  • Holdings: American Realty Capital Properties Inc Class A , AthenaHealth, Inc. , Acuity Brands Inc , CoStar Group, Inc. , Northstar Realty Finance Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for smiix investment picks
  • Holdings: Qualcomm Inc , Apple Inc , JPMorgan Chase & Co , CVS Caremark Corp , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jbatx investment picks
  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Wal-Mart Stores Inc , Johnson & Johnson ,
  • Category: Large Blend
Sign-up for CFLCX investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for mltex investment picks
  • Holdings: Unibail-Rodamco SE , Mitsui Fudosan Co Ltd , Westfield Group , British Land Co PLC , Japan Real Estate Investment Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for jirax investment picks
  • Holdings: Heating Oil Flat Position No Contract ,
  • Category: Managed Futures
Sign-up for ngsax investment picks
  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Apple Inc , Exxon Mobil Corporation , US TREASURY TIP ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for ltkix investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Microsoft Corp , General Electric Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for MARNX investment picks
  • Holdings: Forward International Dividend Instl , Forward Investment Grade Fxd-Inc Z , Forward Select EM Dividend Institutional , Forward Total MarketPlus Z , Forward EM Corporate Debt Institutional ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for aoiax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for eacax investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Pfizer Inc , Walt Disney Co , Microsoft Corp ,
  • Category: Large Growth
Sign-up for gcalx investment picks
  • Holdings: Wells Fargo & Co , Microsoft Corp , Pfizer Inc , ConocoPhillips , National Oilwell Varco Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jiacx investment picks
  • Holdings: Comcast Corp Class A , Walt Disney Co , Johnson & Johnson , Apple Inc , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for stwax 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 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for pzasx investment picks
  • Holdings: Bill Barrett Corporation , HudBay Minerals Inc , Avnet Inc , ITT Corp , Bank of the Ozarks Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for cusrx investment picks
  • Holdings: Wells Fargo & Co , Pfizer Inc , Chevron Corp , Hewlett-Packard Co , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jivmx investment picks
  • Holdings: S+p 500 Index Jul14 1650 Call , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Market Neutral
Sign-up for azidx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for cviax 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 dilcx 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 omecx investment picks
  • Category: Emerging Markets Bond
Sign-up for EMFCX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mixax investment picks
  • Holdings: Marsh & McLennan Companies Inc , Loews Corp , Gap Inc , Ball Corp , Ameriprise Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for jamcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for HCBIX investment picks
  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for prmax investment picks
  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS EAFE® Equity Index Inst , DWS Small Cap Core S , DWS Global Small Cap Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for plusx investment picks
  • Holdings: Verizon Communications Inc , Apple Inc , Amgen Inc , General Electric Co , AbbVie Inc ,
  • Category: Moderate Allocation
Sign-up for CFCRX investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , Legg Mason Strategic Real Return IS , Legg Mason Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sbcpx investment picks
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Funds From: jeiax - JPMorgan Global Equity Income A LW - World Stock to sbcpx - QS Legg Mason Lifestyle Allocation A LW - Conservative Allocation
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