Funds From: sbvax - ClearBridge Small Cap Value A LW - Small Blend to jatax - Janus Global Technology A Load Waived - Technology


  • Holdings: SVB Financial Group , Affiliated Managers Group Inc , Wintrust Financial Corp , Iberiabank Corp , Signature Bank ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Marine Harvest ASA , Teva Pharmaceutical Industries Ltd ADR , Toyota Mtr Cr FRN , Taylor Wimpey PLC , AbbVie Inc ,
  • Category: World Stock
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Facebook Inc Class A , Amazon.com Inc , Cisco Systems Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pehax investment picks
  • Holdings: American Tower Corp , Crown Castle International Corp , Central Japan Railway Company , East Japan Railway Co , NextEra Energy Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for csuax investment picks
  • Holdings: Newmont Mining Corp , Goldcorp Inc , Barrick Gold Corp , Agnico Eagle Mines Ltd , Silver Wheaton Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Holdings: Intuitive Surgical Inc , Electronic Arts Inc , Northern Trust Corp , Expeditors International of Washington Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for wmgax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rysox investment picks
  • Holdings: Coronation Fund Managers Ltd , Zee Entertainment Enterprises Ltd , AMVIG Holdings Ltd , Melco Crown(Philippines)Resorts Corp , Koh Young Technology Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for CANRX investment picks
  • Holdings: AGCO Corp , Domtar Corp , Reinsurance Group of America Inc , Ingram Micro Inc Class A , Tech Data Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for bcrix investment picks
  • Holdings: Coronation Fund Managers Ltd , Naspers Ltd Class N , CCL Industries Inc , WuXi PharmaTech (Cayman) Inc ADR , Zee Entertainment Enterprises Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for LAICX investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , International Business Machines Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for rychx investment picks
  • Holdings: Biogen Idec Inc , Amgen Inc , Roche Holding AG ADR , Apple Inc , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for qtrax investment picks
  • Holdings: Janus Global Bond N , Janus International Equity N , Janus Flexible Bond N , Perkins Large Cap Value N , Janus Short Term Bond N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jcaax investment picks
  • Holdings: Ascendas Real Estate Inv Trust , Singapore Exchange Ltd , Challenger Ltd , Archipelago Resources PLC , Babcock International Group PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for CSIRX investment picks
  • Holdings: Western Digital Corp , American International Group Inc , Citigroup Inc , SanDisk Corp , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iyaix investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR , Mettler-Toledo International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for CSLRX investment picks
  • Holdings: Select Income REIT , Gaming and Leisure Properties, Inc. , Klépierre , Ellington Financial LLC , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for jarex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pioox investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , SEI Investments Company , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for CRBYX investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 1 Stars
Sign-up for bciyx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for parqx investment picks
  • Holdings: Sensata Technologies Holding N.V. , Verisk Analytics Inc , Crown Castle International Corp , Celgene Corp , TE Connectivity Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for jdmax investment picks
  • Holdings: FNMA 4% TBA , Deutsche Bk Ag London Mtn 144a 144A FRN , Vwo Us R Usl3m P 07/14/15 Jp , Vwo Us R Usl3m P 07/01/15 Cs , Mltrfcf4 R Usl3m P 10/14/15 Ba ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pdrex investment picks
  • Holdings: Altria Group Inc , Procter & Gamble Co , Cisco Systems Inc , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for CDOYX investment picks
  • Holdings: Apple Inc , Canadian Pacific Railway Ltd , AIA Group Ltd , Brenntag AG , Royal Dutch Shell PLC ADR Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for jdwax investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Real Return Instl , AllianzGI Best Styles US Equity R6 , PIMCO Income Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for agldx investment picks
  • Holdings: Apple Inc , Google Inc Class C , Oracle Corporation , Microsoft Corp , Qualcomm Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for jatax investment picks
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Funds From: sbvax - ClearBridge Small Cap Value A LW - Small Blend to jatax - Janus Global Technology A Load Waived - Technology
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