Funds From: ndvsx - MFS New Discovery Value R2 - Small Value to iglax - Voya Global Real Estate A Load Waived - Global Real Estate


  • Holdings: CAI International Inc , Corporate Office Properties Trust Inc , Cinemark Holdings Inc , TCF Financial Corp , Everest Re Group Ltd ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury TIP 1.75% , US Treasury TIP 1.125% , Simon Property Group Inc , US Treasury TIP 2.125% , US Treasury TIP 2.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
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  • Holdings: Unibail-Rodamco SE , Westfield Group , Land Securities Group PLC , Link Real Estate Investment Trust , Global Logistic Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Johnson & Johnson , Procter & Gamble Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ACEIX investment picks
  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Keurig Green Mountain Inc , Harley-Davidson Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Cognizant Technology Solutions Corp Class A , Galaxy Entertainment Group Ltd , Industrial And Commercial Bank Of China Ltd H Shares , HDFC Bank Ltd , Lenovo Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for ALNVX investment picks
  • Holdings: Monsanto Co , BHP Billiton PLC , Potash Corp of Saskatchewan Inc , Rio Tinto PLC , Syngenta AG ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
Sign-up for ffgbx investment picks
  • Holdings: Bank of New York Mellon Corp , Morgan Stanley , Norfolk Southern Corp , Lowe's Companies Inc , Freeport-McMoRan Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: WisdomTree Europe Hedged Equity , Vanguard FTSE Europe ETF , iShares MSCI All Country Asia ex Jpn Idx , ALPS RiverFront Strategic Income , WisdomTree Japan Hedged Equity ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rmgcx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
Sign-up for jnycx investment picks
  • Holdings: Samsung Electnc Pfd , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , Housing Development Finance Corp Ltd , Vale SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
Sign-up for jntrx investment picks
  • Holdings: Vale SA ADR , BHP Billiton PLC , Royal Dutch Shell PLC Class B , Tenaris SA ADR , Shin-Etsu Chemical Co Ltd ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for ggnix investment picks
  • Holdings: Roche Holding AG , Nestle SA , Anheuser-Busch Inbev SA , Prudential PLC , Denso Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for fiagx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Host Hotels & Resorts Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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Funds From: ndvsx - MFS New Discovery Value R2 - Small Value to iglax - Voya Global Real Estate A Load Waived - Global Real Estate
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