Funds From: tvecx - Transparent Value Dividend C - Mid-Cap Value to STFRX - Wells Fargo Advantage DJ Target 2040 A - Target Date 2036-2040


  • Holdings: Transocean Ltd , Senior Housing Properties Trust , Hospitality Properties Trust , Liberty Property Trust , Omega Healthcare Investors Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: NetApp Inc , Lockheed Martin Corp , EMC Corp , General Dynamics Corp , Dr Pepper Snapple Group Inc ,
  • Category: Large Blend
Sign-up for CLTCX investment picks
  • Holdings: Apple Inc , US Treasury Note 0.5% , Wells Fargo & Co , Merck & Co Inc , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ittax investment picks
  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Enbridge Energy Partners LP , Energy Transfer Partners LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 1 Stars
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  • Holdings: Euro Stoxx 50 Index Dec14 3225 Put , Euro Stoxx 50 Index Dec14 3200 Put ,
  • Category: World Allocation
Sign-up for GMOKX investment picks
  • Holdings: Hartford Inflation Plus Y , Hartford Dividend and Growth Y , Hartford World Bond Y , Hartford Total Return Bond Y , Hartford Global Real Asset Y ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hbaix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for lctax investment picks
  • Holdings: Altria Group Inc , Imperial Tobacco Group PLC , BCE Inc , Lorillard Inc , Health Care REIT, Inc. ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for epsix investment picks
  • Holdings: iShares S&P 500 Value , Trinity Industries Inc , Verizon Communications Inc , Noble Corp PLC , Chesapeake Energy Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for tvvix investment picks
  • Holdings: US Treasury TIP , Norway(Kingdom Of) 3.75% , Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , New Zealand(Govt) 6% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cabbx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for mcyhx investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mdcpx investment picks
  • Holdings: AbbVie Inc , Altria Group Inc , Lockheed Martin Corp , Seagate Technology PLC , Kinder Morgan, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for eplcx investment picks
  • Holdings: iShares JPMorgan USD Emerg Markets Bond , Financial Select Sector SPDR® ETF , Cds7 Cds Usd R V 00mevent , Baggot Secs 10.24% , Cds7 Cds Usd P F 1.00000 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for MFADX investment picks
  • Holdings: Willis Group Holdings PLC , Valeant Pharmaceuticals International Inc , Whirlpool Corp , Twenty-First Century Fox Inc Class B , Hub Group Inc Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dhtcx investment picks
  • Holdings: MSCI EAFE Index Future Mar15 , Columbia Real Estate Equity I , 10 Year US Treasury Note Future Mar15 , E-mini S&P 500 Index Future Mar15 , MSCI Emerging Market Index Future Mar15 ,
  • Category: Tactical Allocation
Sign-up for CRDRX investment picks
  • Holdings: Mltrfcf4 R Usl3m P 10/14/15 Ba , Ru10intr P Usl3m R 10/14/15 Ba , Utilities Select Sector SPDR® ETF , FNMA 4.5% TBA , FNMA ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for PJMEX investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Alpha Opportunities NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for jlfhx investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for ractx investment picks
  • Holdings: Protective Life Corp , Microsemi Corp , Idacorp Inc , Aircastle Ltd , Portland General Electric Co ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for drisx investment picks
  • Holdings: USAA International Institutional , USAA Emerging Markets Institutional , USAA Income Stock Institutional , USAA Value Institutional , USAA Small Cap Stock Institutional ,
  • Category: World Stock
Sign-up for f00000o8iq investment picks
  • Holdings: Dreyfus Global Emerging Markets Y , Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Tencent Holdings Ltd , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for sbcex investment picks
  • Holdings: Time Warner Cable Inc , Comcast Corp Class A , SPDR® Dow Jones Industrial Average ETF , SPDR® S&P 500 ETF , iShares Russell 2000 ,
  • Category: Market Neutral
Sign-up for CEAAX investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for PSFAX investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for magwx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
Sign-up for aagtx investment picks
  • Holdings: Novartis AG , Unilever PLC , Roche Holding AG Dividend Right Cert. , Sumitomo Mitsui Financial Group Inc , Royal Bank of Scotland Group (The) PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dieax investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Mini Msci Eafe Mar15 Ifus 20150320 , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for STFRX investment picks
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Funds From: tvecx - Transparent Value Dividend C - Mid-Cap Value to STFRX - Wells Fargo Advantage DJ Target 2040 A - Target Date 2036-2040
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