Funds From: iyiax - Ivy Municipal High Income A Load Waived - High Yield Muni to penmx - PIMCO RealPath 2025 Administrative - Target Date 2021-2025


  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: LKQ Corp , The Middleby Corp , CoStar Group Inc , Fleetcor Technologies, Inc. , Hanesbrands Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Directv , Verizon Communications Inc , DISH Network Corp , America Movil SAB de CV ADR , United States Cellular Corp ,
  • Category: Communications
  • Morningstar Rating: 2 Stars
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  • Holdings: Republic Services Inc Class A , PPL Corp , Alliant Energy Corp , Allstate Corp , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , AvalonBay Communities Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Schlumberger NV , Liberty Global PLC Class C , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: GAF CORP , US Treasury Note , Apple Inc , Vereinigte Mexikanische 5% , Poland(Rep Of) 4.75% ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares 20+ Year Treasury Bond , iShares iBoxx $ Invst Grade Crp Bond , iShares Intermediate Credit Bond , iShares JPMorgan USD Emerg Markets Bond , PowerShares Emerging Markets Sov Dbt ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Visa Inc Class A , Apple Inc , Facebook Inc Class A , Google Inc Class A , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Intermediate-Term Corp Bd ETF , Vanguard Total Bond Market ETF , JHFunds2 Strategic Equity Allc NAV , SPDR® Barclays High Yield Bond ETF , PowerShares Senior Loan ETF ,
  • Category: Conservative Allocation
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  • Holdings: Apple Inc , Gilead Sciences Inc , Celgene Corp , Starbucks Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Philip Morris International Inc , Express Scripts , Total SA , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gdwtx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Vornado Realty Trust , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: GMO US Treasury , Incitec Pivot Ltd , Asciano Ltd , Peugeot , Challenger Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , MSCI Emerging Market Index Future Dec14 , Aia Grp ADR , Marine Harvest ASA , Kia Motors Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
Sign-up for olcax investment picks
  • Holdings: Irs Aud 3.250 09/21/16-1y (Grn) Cme , Cdx Ig22 5y Ice , Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Fannie Mae Single Family TBA 4.5% 2044-11-01 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
Sign-up for auycx investment picks
  • Holdings: Cfc Multi-Hedged , SPDR® S&P 500 ETF , TRW Automotive Holdings Corp , Comcast Corp Class A , Protective Life Corp ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for rymqx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 2 Stars
Sign-up for exmax investment picks
  • Holdings: Ru20intr Trs Equity 3ml-48 *Bullet* Jpm , Fin Fut Euro$ Cme (Red) 12/14/15 , Russell 2000 Index Mini TIC , Ru20intr Trs Equity 3ml-40 *Bullet* Fbf , 10 Year US Treasury Note Future Dec14 ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for frrax investment picks
  • Holdings: Pimco Cayman Cmdty Fd Ltd Instl , US Treasury TIP , 10 Year US Treasury Note Future Dec14 , US Treasury TIP 1.25% , US TREASURY TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for ormix investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for smmax investment picks
  • Holdings: Computershare Ltd , Royal Dutch Shell PLC Class A , Wolseley PLC , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gsifx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for penmx investment picks
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Funds From: iyiax - Ivy Municipal High Income A Load Waived - High Yield Muni to penmx - PIMCO RealPath 2025 Administrative - Target Date 2021-2025
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