Funds From: igwax - Ivy Micro Cap Growth A Load Waived - Small Growth to scmlx - Schneider Value - Large Value


  • Holdings: Move Inc , Quidel Corp , Rentrak Corp , Callidus Software Inc , Repligen Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for ryfcx investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR® S&P 500 ETF , Apple Inc , US Treasury Note 0.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for myhax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for EIBLX investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for rfttx investment picks
  • Holdings: Coronation Fund Managers Ltd , Naspers Ltd Class N , WuXi PharmaTech (Cayman) Inc ADR , Neopost , CCL Industries Inc ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for CCYIX investment picks
  • Holdings: Vail Resorts Inc , Ultimate Software Group Inc , SVB Financial Group , Landstar System Inc , DexCom Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for wsgbx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Visa Inc Class A , MasterCard Inc Class A , Toyota Mtr Cr FRN ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for wytmx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd , AIA Group Ltd , Westpac Banking Corp , China Mobile Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for cajax investment picks
  • Holdings: Pfizer Inc , General Motors Co , Triumph Group Inc , Intrepid Potash Inc , Rowan Companies PLC ,
  • Category: Large Value
Sign-up for JBVLX investment picks
  • Holdings: Akorn Inc , Repligen Corp , Taser International Inc , Saia Inc , US Silica Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for rysgx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Real Return Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pehax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for COFRX investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Saic Motor Corporation Limited , Samsung Electronics Co Ltd , Daqin Railway Co Ltd , AIA Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for jaqax investment picks
  • Holdings: Verizon Communications Inc , AT&T Inc , Cisco Systems Inc , Qualcomm Inc , Level 3 Communications Inc ,
  • Category: Communications
  • Morningstar Rating: 1 Stars
Sign-up for rycsx investment picks
  • Holdings: Apple Inc , Comcast Corp Class A , Google Inc , Home Depot Inc , Cadence Design Systems Inc ,
  • Category: Large Growth
Sign-up for japgx investment picks
  • Holdings: Cme 3 Month Eurodollar Futures , Roche Holding AG Dividend Right Cert. , Cme 3 Month Eurodollar Futures , Novartis AG , 10 Year US Treasury Note Future Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for twaix investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for dhgax investment picks
  • Holdings: Johnson & Johnson , Altria Group Inc , Procter & Gamble Co , Microsoft Corp , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for inutx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Saic Motor Corporation Limited , PC Jeweller Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for jmfcx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Citigroup Inc , Goldman Sachs Group Inc , JPMorgan Chase & Co ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for sfpix investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Equity-Income NAV , JHancock Strategic Growth NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jalax investment picks
  • Holdings: Samsung Electronics Co Ltd , Naspers Ltd Class N , Tencent Holdings Ltd , Taiwan Semiconductor Manufacturing Co Ltd , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for eemax investment picks
  • Holdings: Realogy Holdings Corp , American Airlines Group Inc , AerCap Holdings NV , Northstar Realty Finance Corp , Prudential Financial Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for slcvx investment picks
  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , iShares TIPS Bond , BlackRock Russell 1000 Index T ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for lpbcx investment picks
  • Holdings: Chatham Lodging Trust , Kennedy-Wilson Holdings Inc , Simon Property Group Inc , Kennedy Wilson Europe Real Estate Plc , CapitaLand Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for jercx investment picks
  • Holdings: SunTrust Banks Inc , Weatherford International PLC , Marriott International Inc Class A , Bank of America Corporation , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for scmlx investment picks
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Funds From: igwax - Ivy Micro Cap Growth A Load Waived - Small Growth to scmlx - Schneider Value - Large Value
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