Funds From: emmgx - Eaton Vance Tx-Mgd Small-Cap B - Small Growth to bcibx - BlackRock Core Bond Inv B - Intermediate-Term Bond


  • Holdings: Balchem Corporation , Euronet Worldwide, Inc. , RBC Bearings, Inc. , Mentor Graphics Corporation , FEI Company ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for pomax investment picks
  • Holdings: FNMA 4% TBA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2043-01-01 , CVS Caremark Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: -1 Stars
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for raicx investment picks
  • Holdings: Markel Corporation , Advance Auto Parts Inc , Brookfield Asset Management Inc Class A , Copart, Inc. , WR Berkley Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: -1 Stars
Sign-up for mmcrx investment picks
  • Holdings: iShares US Real Estate , Stag Industrial, Inc. , Digital Realty Trust, Inc. , Ashford Hospitality Trust, Inc. , Dupont Fabros Tech Pfd ,
  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
Sign-up for kifbx investment picks
  • Holdings: Bank of the Ozarks, Inc. , Independent Bank Group Inc , Flagstar Bancorp, Inc. , Signature Bank , SVB Financial Group ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Johnson & Johnson , SPDR S&P 500 , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for kusix investment picks
  • Holdings: Manning & Napier Pro-Blend Max Term I , Manning & Napier Pro-Blend Extnd Term I ,
  • Category: Target Date 2031-2035
Sign-up for mtqrx investment picks
  • Holdings: WuXi PharmaTech (Cayman), Inc. ADR , Sands China Ltd. , Great Wall Motor Co., Ltd. H Shares , Techtronic Industries Co., Ltd. , AIA Group Ltd. ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for ephcx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , iShares Russell 2000 , JPMorgan High Yield R6 ,
  • Category: Target Date 2036-2040
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  • Category: Muni National Interm
  • Morningstar Rating: -1 Stars
Sign-up for paifx investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Weatherford International Ltd , Viacom, Inc. Class B , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for us2689401451 investment picks
  • Holdings: MainStay US Small Cap I , MainStay MAP I , MainStay Large Cap Growth I , Mainstay US Equity Opportunities I , MainStay ICAP International I ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Chicago Bridge & Iron Company , TRW Automotive Holdings Corp , Medivation, Inc. , Car Charging Group, Inc. , Macquarie Infrastructure Company LLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for pmrix investment picks
  • Holdings: US TREASURY TIP , US Treasury TIP 2.125% , US TREASURY TIP , US TREASURY TIP , US TREASURY TIP ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for fgoax investment picks
  • Holdings: Pfizer Inc , Global Payments, Inc. , American International Group Inc , NVIDIA Corporation , Masco Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for vfccx investment picks
  • Holdings: Nestle SA , Toyota Motor Corp , Total SA , Siemens AG , HSBC Holdings PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for MYIIX investment picks
  • Holdings: iShares MSCI EAFE Small-Cap , Plastic Omnium , Greencore Group PLC , Savills PLC , Ubisoft Entertainment ,
  • Category: Foreign Small/Mid Growth
Sign-up for tnsax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for jmbnx investment picks
  • Holdings: Chevron Corp , General Electric Co , Verizon Communications Inc , Chesapeake Engy Pfd 144A , AbbVie Inc ,
  • Category: Moderate Allocation
Sign-up for CFCRX investment picks
  • Holdings: General Electric Co , Pfizer Inc , Boeing Co , Monsanto Company , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for msmix investment picks
  • Holdings: Cintas Corporation , Deckers Outdoor Corporation , NewMarket Corporation , M&T Bank Corp , Energizer Holdings, Inc. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for tmapx investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for vreax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for bcibx investment picks
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Funds From: emmgx - Eaton Vance Tx-Mgd Small-Cap B - Small Growth to bcibx - BlackRock Core Bond Inv B - Intermediate-Term Bond
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