Funds From: pumcx - PACE Small/Medium Co Growth Equity C - Small Growth to fhiix - Federated High-Income Bond A LW - High Yield Bond


  • Holdings: Ultimate Software Group, Inc. , CoStar Group, Inc. , Cepheid , Portfolio Recovery Associates, Inc. , Financial Engines, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Chicago Bridge & Iron Company , Kirby Corp. , Navistar International Corp , Qualcomm, Inc. , National Oilwell Varco, Inc. ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2041-2045
Sign-up for LTMKX investment picks
  • Holdings: Google Inc Class A , Facebook Inc Class A , Bristol-Myers Squibb Company , Amazon.com Inc , Autodesk, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: -1 Stars
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  • Holdings: Roche Holding AG , Novartis AG , Commonwealth Bank of Australia , Vodafone Group PLC , Westpac Banking Corp ,
  • Category: Foreign Large Blend
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: USAA Income Institutional , USAA Intermediate-Term Bond Instl , USAA Short-Term Bond Institutional , USAA High Income Institutional , USAA International Institutional ,
  • Category: Conservative Allocation
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  • Holdings: Roche Holding AG , DSV AS , Safran SA , Anheuser-Busch Inbev SA , UBS AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for sfrax investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , Exxon Mobil Corporation , Chevron Corp , BP PLC , ConocoPhillips ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
Sign-up for bacax investment picks
  • Holdings: Wells Fargo & Co , Royal Dutch Shell PLC Class A , Microsoft Corporation , America Movil, S.A.B. de C.V. , Oracle Corporation ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for cfnlx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , American International Group Inc , Merck & Co Inc , Royal Dutch Shell PLC ADR Class A , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd. ADR , America Movil, S.A.B. de C.V. ADR , Baidu, Inc. ADR , Itau Unibanco Holding SA ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for uupsx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
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  • Holdings: Baxter International Inc. , Irish Continental Group PLC , Casey's General Stores, Inc. , Merck & Co Inc , Oceanfirst Financial Corporation ,
  • Category: Mid-Cap Value
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for delix investment picks
  • Holdings: Samsung Electronics Co Ltd , Kia Motors Corp , Kospi2 Future Trs Equity *Bullet* Jpm , China Shenhua Energy Company Limited H Shares , Aia Grp ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: -1 Stars
Sign-up for peqtx investment picks
  • Holdings: FHLMC 3.75% , JPMorgan Chase & Co , FNMA 5% , US TREASURY TIP , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for wbbix investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for jlbax investment picks
  • Holdings: Biogen Idec Inc , Gilead Sciences Inc , Johnson & Johnson , Celgene Corporation , Pfizer Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for shspx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for siusx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for sqbax investment picks
  • Category: Emerging Markets Bond
Sign-up for hcgax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for fhiix investment picks
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Funds From: pumcx - PACE Small/Medium Co Growth Equity C - Small Growth to fhiix - Federated High-Income Bond A LW - High Yield Bond
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