Funds From: csbix - Cohen & Steers Real Estate Securities B - Real Estate to slvyx - Saratoga Large Capitalization Value A LW - Large Blend


  • Holdings: Simon Property Group Inc , Equity Residential , Macerich Co , Health Care REIT, Inc. , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , Texas Instruments Inc , Micron Technology Inc , Applied Materials Inc , Broadcom Corp ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Ivy Emerging Markets Equity I , Ivy International Core Equity I , Ivy International Growth I , Ivy Global Income Allocation I , Ivy European Opportunities I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI ACWI , Vanguard Total Bond Market ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , Vanguard Growth ETF , Vanguard Value ETF ,
  • Category: Tactical Allocation
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 2 Stars
Sign-up for vantx investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , AvalonBay Communities Inc , Vornado Realty Trust , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for GUHYX investment picks
  • Holdings: Vail Resorts Inc , Ultimate Software Group Inc , SVB Financial Group , Landstar System Inc , DexCom Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , American Tower Corp , Public Storage , Crown Castle International Corp , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for ryrex investment picks
  • Holdings: PIMCO Real Return Instl , PIMCO Total 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
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for oibbx investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cslyx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Visa Inc Class A , MasterCard Inc Class A , Toyota Mtr Cr FRN ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for iyebx investment picks
  • Holdings: LyondellBasell Industries NV , US Treasury Note 1.375% , E I du Pont de Nemours & Company , Apple Inc , Nike Inc Class B ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdbax investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for pfyax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for CORRX investment picks
  • Holdings: Apple Inc , Google Inc , Comcast Corp Class A , Home Depot Inc , ARM Holdings PLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Verizon Communications Inc , AT&T Inc , Cisco Systems Inc , Qualcomm Inc , Level 3 Communications Inc ,
  • Category: Communications
  • Morningstar Rating: 1 Stars
Sign-up for rytlx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Citigroup Inc , Berkshire Hathaway Inc Class B , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for rsedx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for gamdx investment picks
  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for GSFTX investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Saic Motor Corporation Limited , PC Jeweller Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for jmfax investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Citigroup Inc , Goldman Sachs Group Inc , JPMorgan Chase & Co ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for sfpax investment picks
  • Holdings: Webmd Health Cv 2.5% , Chesapeake Engy Cv 2.25% , Howard Hughes 144A 6.875% , Post Hldgs 7.375% , Royal Gold Cv 2.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for kmdax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for jrwpx investment picks
  • Holdings: Realogy Holdings Corp , American Airlines Group Inc , AerCap Holdings NV , Northstar Realty Finance Corp , Prudential Financial Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for slvyx investment picks
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Funds From: csbix - Cohen & Steers Real Estate Securities B - Real Estate to slvyx - Saratoga Large Capitalization Value A LW - Large Blend
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