Funds From: hinax - HSBC World Selection Income Strat A LW - Conservative Allocation to CVCRX - Columbia Value and Restructuring R5 - Large Blend


  • Holdings: iShares 3-7 Year Treasury Bond , iShares 1-3 Year Treasury Bond , iShares iBoxx $ Invst Grade Crp Bond , Columbia High Yield Bond Z , Vanguard 500 Index Admiral ,
  • Category: Conservative Allocation
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  • Holdings: JPMorgan Chase & Co , General Electric Co , Wells Fargo & Co , Chevron Corp , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Boeing Co , American Airlines Group Inc , Visa Inc Class A , Google Inc Class C ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Harbor International Institutional , Harbor Bond Institutional , Harbor Large Cap Value Instl , Harbor International Growth Instl , Harbor High-Yield Bond Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Apple Inc , American Airlines Group Inc , Allergan Inc , Boeing Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Apple Inc , Nestle SA ADR , Danaher Corp , Analogic Corp , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: AllianzGI Best Styles US Equity R6 , AllianzGI Best Styles Intl Eq R6 , PIMCO Investment Grade Corp Bd Instl , PIMCO Mortgage-Backed Securities Instl , S+p500 Emini Fut Mar15 Xcme 20150320 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for agfax investment picks
  • Holdings: Pharmacyclics Inc , Amazon.com Inc , LinkedIn Corp Class A , Biogen Idec Inc , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for elgax investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Biogen Idec Inc , Lowe's Companies Inc , Morgan Stanley ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Housing Development Finance Corp Ltd , AIA Group Ltd , Tata Consultancy Services Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Money Market-Taxable
Sign-up for fvusa00070 investment picks
  • Holdings: United Continental Holdings Inc , Impax Laboratories Inc , Swift Transportation Co , Hanesbrands Inc , Endurance Specialty Holdings Ltd ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for csprx 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 oeicx investment picks
  • Category: Money Market-Taxable
Sign-up for fvusa000em investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Google Inc Class C , Acuity Brands Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Money Market-Taxable
Sign-up for fvusa000h3 investment picks
  • Holdings: Dairy Farm International Holdings Ltd , China Petroleum & Chemical Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , CNOOC Ltd , China Mobile Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for aybcx investment picks
  • Holdings: Russell 2000 Index Mini TIC , EPR Properties , Maximus Inc , Toro Co , Casey's General Stores Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for cidbx investment picks
  • Holdings: Toyota Motor Corp , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc , Bayer AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for jnvmx investment picks
  • Holdings: Pinar Sut Mamulleri Sanayii AS , Youngone Corp , Jiangling Motors Corp Ltd , Bajaj Holdings and Investment Ltd , JK Cement Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for mtbax investment picks
  • Holdings: Voya US Bond Index Port I , Voya Global Bond R6 , VY T. Rowe Price Capital Appreciation I , Voya High Yield Bond I , VY BlackRock Inflation Protected Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for icgix investment picks
  • Holdings: Ooredoo QSC , OMV Petrom , Mtn Group Ltd , Dragon Oil PLC , Deutsche Bank Ag/London ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for tfmax investment picks
  • Holdings: BlackRock CoreAlpha Bond Investor A , MIP Active Stock Master , iShares TIPS Bond , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for lprax investment picks
  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Real Return Instl , JPMorgan Realty Income R5 , JPMorgan Floating Rate Income R6 , iShares Global Infrastructure ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for jrfrx investment picks
  • Holdings: Apple Inc , Medtronic PLC , Citigroup Inc , CVS Health Corp , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for CVCRX investment picks
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Funds From: hinax - HSBC World Selection Income Strat A LW - Conservative Allocation to CVCRX - Columbia Value and Restructuring R5 - Large Blend
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