Funds From: scbbx - QS Legg Mason Lifestyle Allocation 50% B - Conservative Allocation to ienyx - Invesco Energy Y - Equity Energy


  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC , Banco Santander SA , ProSiebenSat 1 Media AG , Ferrovial SA , Gjensidige Forsikring ASA ,
  • Category: Foreign Large Value
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 2 Stars
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  • Holdings: AstraZeneca PLC , Lockheed Martin Corp , Teva Pharmaceutical Industries Ltd , Lorillard Inc , Raytheon Co ,
  • Category: World Stock
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American Tower Corp , Enbridge Inc , Spectra Energy Corp , Kinder Morgan Energy Partners LP , Sempra Energy ,
  • Category: World Stock
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  • Holdings: Exxon Mobil Corporation , Tyson Foods Inc Class A , U.S. Bancorp , Helmerich & Payne Inc , Sempra Energy ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI India Index , China Mobile Ltd , Samsung Electronics Co Ltd , OTP Bank PLC , Sanlam Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Hutchison Whampoa Ltd , Kasikornbank Public Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Philippine Long Distance Telephone ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 5 Stars
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  • Holdings: Spectra Energy Corp , Magellan Midstream Partners, L.P. , Enterprise Products Partners LP , US TREASURY TIP , Williams Companies Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for ecmdx investment picks
  • Holdings: Hospira Inc , Apple Inc , Align Technology Inc , Carbo Ceramics Inc , Chart Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for BUFTX investment picks
  • Holdings: Tencent Holdings Ltd. , China Construction Bank Corp H Shares , Beijing Enterprises Water Group Ltd , Melco International Development Ltd , Huaneng Renewables Corp Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 2 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
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  • Holdings: Bank Bradesco ADR , Cielo SA , Kasikornbank Public Co Ltd , BMF Bovespa SA Bolsa Valores Merc Fut , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: PNC Financial Services Group Inc , Applied Materials Inc , Schlumberger NV , ConocoPhillips , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ibnax investment picks
  • Holdings: Apple Inc , Pandora AS , Google Inc Class A , Schlumberger NV , Naspers Ltd Class N ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: General Mills Inc , Heineken NV , Campbell Soup Co , Walgreen Co , Royal Dutch Shell PLC Class B ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lceyx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for chiax investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Hyundai Motor Co , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for gssdx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for pplbx investment picks
  • Holdings: Tencent Holdings Ltd. , India Fund Inc Common , China Am Hk , Taiwan Semiconductor Manufacturing Co Ltd ADR , HDFC Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for cvmcx investment picks
  • Holdings: Apache Corporation , Anadarko Petroleum Corp , Devon Energy Corp , Schlumberger NV , Chevron Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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Funds From: scbbx - QS Legg Mason Lifestyle Allocation 50% B - Conservative Allocation to ienyx - Invesco Energy Y - Equity Energy
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