Funds From: wsmvx - Wilshire Small Company Value Instl - Small Value to fmvax - Franklin Mid Cap Value A Load Waived - Mid-Cap Value


  • Holdings: Coherent Inc , Microsemi Corp , Treehouse Foods Inc , Lattice Semiconductor Corp , Integrated Device Technology Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Prestige Brands Holdings Inc , Neenah Paper Inc , Range Resources Corp , Federal-Mogul Holdings Corp , Mueller Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury Note , Gs Daf Cayman Cmdty Fund , Staples Inc , Urban Outfitters Inc , DSW Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Astellas Pharma Inc , Roche Holding AG ADR , Novartis AG ADR , Bayer AG ADR , Comcast Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , Endo International PLC , ARM Holdings PLC , Cadence Design Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Continental Resources Inc , Tesoro Corp , Novo Nordisk A/S ADR , EOG Resources Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 700 Y , US Treasury Note 1% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Alliancebernstein Pooling Portfolios , AB Pooling Global Core Bond , Alliancebernstein Pooling Portfolios , Alliancebernstein Pooling Portfolios , AB Multi-Manager Alternative Strats Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Continental AG , Valeo SA , Burberry Group PLC , Novo Nordisk A/S Class B , Syngenta AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward International Dividend Instl , Forward Total MarketPlus Z , Forward Select EM Dividend Institutional , Forward Commodity L/S Strategy Z ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Priceline Group Inc , Snap-on Inc , Deluxe Corp , Garmin Ltd , Cray Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Celgene Corp , Biogen Idec Inc , Gilead Sciences Inc , Amgen Inc , Medivation Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
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  • Holdings: Baidu Inc ADR , SK Hynix Inc , Nestle SA , Kering , Rogers Communications Inc Class B ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR® S&P 500 ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Actavis PLC , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for himax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Bayer AG , KDDI Corp , Lloyds Banking Group PLC , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ailcx investment picks
  • Holdings: Dollar Tree Stores Inc , McKesson Corp , Potash Corp of Saskatchewan Inc , Apple Inc , Avago Technologies Ltd ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for ttlex investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF , SPDR® Barclays Short Term Corp Bd ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
Sign-up for jrtox investment picks
  • Holdings: Host Hotels & Resorts Inc , American Campus Communities Inc , Northern Trust Corp , DDR Corp , Progressive Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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Funds From: wsmvx - Wilshire Small Company Value Instl - Small Value to fmvax - Franklin Mid Cap Value A Load Waived - Mid-Cap Value
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