Funds From: cvbwx - Columbia Convertible Securities W - Convertibles to stxax - Western Asset Municipal High Income A LW - High Yield Muni


  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank of America Corporation , American International Group Inc , CVS Caremark Corp , Time Warner Inc , Chesapeake Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , General Electric Co , Pfizer Inc , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Target Corp , Cisco Systems Inc , General Motors Co , Qualcomm Inc ,
  • Category: World Allocation
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: PowerShares DB Gold ETF , iShares Russell 1000 , Vanguard FTSE Emerging Markets ETF , iShares North American Natural Resources , Vanguard FTSE Developed Markets ETF ,
  • Category: Tactical Allocation
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Oracle Corporation , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Integrys Energy Group Inc , WellPoint Inc , Kroger Co , Tenet Healthcare Corp , Cooper Companies ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for JHMAX investment picks
  • Holdings: Tencent Holdings Ltd. , BB Seguridade Participacoes SA , iShares China Large-Cap , OAO Lukoil ADR , Odontoprev SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for girbx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Construction Bank Corp H Shares , Itau Unibanco Holding SA ADR , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for gerax investment picks
  • Holdings: Amerco Inc , Primoris Services Corporation , Tutor Perini Corp , SunOpta, Inc. , Berry Plastics Group Inc ,
  • Category: Small Blend
Sign-up for PSCVX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for itbix investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , American International Group Inc , Merck & Co Inc , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for jplnx investment picks
  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Inflation Managed P , PL Large-Cap Value P , PL Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
Sign-up for etvax investment picks
  • Holdings: Casey's General Stores Inc , Irish Continental Group PLC , Abbott Laboratories , Merck & Co Inc , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for ormdx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ostcx investment picks
  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: SBA Communications Corp , Whole Foods Market Inc , Intercontinental Exchange Inc , Mylan Inc , Xilinx Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for ggoax investment picks
  • Holdings: Nuveen Dividend Value R6 , Nuveen Tactical Market Opportunities I , Nuveen Tradewinds International Value I , Nuveen High Yield Municipal Bond I , Nuveen Real Estate Securities R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fagsx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for inisx investment picks
  • Holdings: HSBC Holdings PLC , Banco Santander SA , Nestle SA , Novartis AG , GlaxoSmithKline PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gidhx investment picks
  • Holdings: Cisco Systems Inc , Target Corp , General Motors Co , Qualcomm Inc , Colony Financial Inc ,
  • Category: World Stock
Sign-up for pqdrx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for stxax investment picks
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Funds From: cvbwx - Columbia Convertible Securities W - Convertibles to stxax - Western Asset Municipal High Income A LW - High Yield Muni
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