Funds From: rseix - Royce Special Equity Instl - Small Blend to iyvyx - Ivy Value Y - Large Value


  • Holdings: Minerals Technologies Inc , UniFirst Corp , Finish Line Inc , AVX Corp , Bed Bath & Beyond Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for soamx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Hammerson PLC , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for csfbx investment picks
  • Holdings: Vishay Intertechnology Inc , Genesco Inc , Unit Corp , Reinsurance Group of America Inc , GameStop Corp Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for rvfix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for gamdx investment picks
  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for slbbx investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , Citigroup Inc , POSCO , Bank of America Corporation , Munchener Ruck AG ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for icvex investment picks
  • Holdings: Owens-Brockway Glass Container 144A 3% , Webmd Health Cv 2.5% , Electnc Arts Cv 0.75% , Post Hldgs 7.375% , Chesapeake Engy Cv 2.25% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ltrpx investment picks
  • Holdings: Neopost , Jardine Lloyd Thompson Group PLC , Assura Group Ord , Spirax-Sarco Engineering PLC , Aurelius AG ,
  • Category: Europe Stock
Sign-up for cafix investment picks
  • Holdings: Gilead Sciences Inc , Micron Technology Inc , Facebook Inc Class A , Affiliated Managers Group Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mhhax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for htnyx investment picks
  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Microsoft Corp , Twenty-First Century Fox Inc Class A , Prudential Financial Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rcocx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for pcipx investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for CEARX investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for ptypx investment picks
  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , FNMA , E-mini S&P 500 Index Future Sept14 , MSCI EAFE Index Future Sept14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dfbax investment picks
  • Holdings: Avis Budget Group Inc , Nordson Corp , Extra Space Storage Inc , Ametek Inc , Mettler-Toledo International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for laubx investment picks
  • Holdings: Google Inc Class C , Facebook Inc Class A , Apple Inc , Mavenir Systems Inc , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for rifkx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for pbdpx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Westpac Banking Corp , AIA Group Ltd , Samsung Electronics Co Ltd , Tencent Holdings Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for cajrx investment picks
  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Cree Inc , Vertex Pharmaceuticals Inc , Aspen Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
Sign-up for wstax investment picks
  • Holdings: Royal Dutch Shell PLC , Novartis AG , Roche Holding AG , BP PLC , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for rlnax investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for tndyx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for dincx investment picks
  • Holdings: Armstrong World Industries Inc , Teradyne Inc , Matson Inc , Saia Inc , Atlas Pipeline Partners LP ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for iysax investment picks
  • Holdings: Schlumberger NV , Oracle Corporation , Honeywell International Inc , Wells Fargo & Co , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rtlax investment picks
  • Holdings: Western Digital Corp , Capital One Financial Corp , Citigroup Inc , JPMorgan Chase & Co , SanDisk Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for iyvyx investment picks
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Funds From: rseix - Royce Special Equity Instl - Small Blend to iyvyx - Ivy Value Y - Large Value
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