Funds From: hisvx - Harbor Small Cap Value Investor - Small Blend to mbnax - MainStay Balanced A Load Waived - Moderate Allocation


  • Holdings: Hexcel Corp , Snap-on Inc , Valspar Corp , Bristow Group Inc , Raymond James Financial Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Atlas Pipeline Partners LP , Ares Capital Corporation , Hasbro Inc , Medical Properties Trust Inc , Omega Healthcare Investors Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: FNMA 4.5% TBA , FNMA 4% TBA , Apple Inc , US Treasury Note 0.75% , Biogen Idec Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Acorda Therapeutics Cv 1.75% , Rambus Inc Del Cv 1.125% , Scorpio Tankers 144A Cv 2.375% , Depomed Cv 2.5% , Sunpower 144A Cv 0.875% ,
  • Category: Convertibles
  • Morningstar Rating: 1 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , iShares Core MSCI Emerging Markets , China Construction Bank Corp H Shares , Discovery Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: EOG Resources Inc , CF Industries Holdings Inc , Chevron Corp , Exxon Mobil Corporation , Occidental Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Bristol-Myers Squibb Company , Apple Inc , AstraZeneca PLC , Merck & Co Inc , American International Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Guggenheim Strategy I , Brswap , Skyworks Solutions Inc , SL Green Realty Corp , Realty Income Corp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Intel Corp , Merck & Co Inc , International Paper Co , British American Tobacco PLC , Zurich Insurance Group AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for hwdtx investment picks
  • Holdings: American International Group Inc , JPMorgan Chase & Co , Citigroup Inc , Bank of America Corporation , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Gotham Neutral Institutional , Arbitrage Event-Driven I , Boston Partners Long/Short Rsrch Instl , Whitebox Tactical Opportunities Instl , AQR Managed Futures Strategy I ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , Taiwan Semiconductor Manufacturing Co Ltd , Anheuser-Busch Inbev SA , UBS Group AG , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Eaton Vance Floating Rate I , Msam Completion Portfolio , Eaton Vance Glbl Macro Abs Ret Advtg A , Eaton Vance Hexavest Global Equity I , Eaton Vance Income Fund of Boston A ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Waddell & Reed Vanguard Y , Waddell & Reed New Concepts Y , Waddell & Reed Global Growth Y , Waddell & Reed Small Cap Y , Waddell & Reed Core Investment Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for wyabx investment picks
  • Holdings: Molson Coors Brewing Co , PepsiCo Inc , Bank of New York Mellon Corp , America Movil SAB de CV ADR , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Nike Inc Class B , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Intermediate Credit Bond , US Treasury Note 0.875% , US Treasury Note 1.5% , US Treasury Note 0.5% , US Treasury Note 0.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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Funds From: hisvx - Harbor Small Cap Value Investor - Small Blend to mbnax - MainStay Balanced A Load Waived - Moderate Allocation
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