Funds From: iibex - Ivy Global Income Allocation E - World Allocation to mopcx - MainStay US Small Cap C - Small Blend


  • Holdings: Johnson & Johnson , Abengoa Yield , Merck & Co Inc , Ares Capital Corporation , Total SA ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for iibex investment picks
  • Holdings: PacWest Bancorp , Barnes Group Inc , South State Corp , Pebblebrook Hotel Trust , Kennedy-Wilson Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lrsbx investment picks
  • Holdings: Apple Inc , Ameriprise Financial Inc , Visa Inc Class A , BorgWarner Inc , Henry Schein Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tscgx investment picks
  • Holdings: FNMA , FHLMC 4.5% , FNMA 4.5% , FNMA 3% , Fed Natl Mort Assc 2.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for secmx investment picks
  • Holdings: Glimcher Rlty Tr Pfd , Ashford Hosptlty Tr Pfd , InnVest Real Estate Investment Trust , Starwood Property Trust, Inc. , British Land Co PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for tgacx investment picks
  • Holdings: Enterprise Products Partners LP , Plains All American Pipeline LP , Williams Companies Inc , Genesis Energy LP , Buckeye Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 4 Stars
Sign-up for amlpx investment picks
  • Holdings: TIAA-CREF Bond Index Institutional , TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Inflation Link Bd Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for tltpx investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pfivx investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pcggx investment picks
  • Holdings: Temenos Group AG , Altran Technologies , Ashtead Group PLC , Ccl Industries Inc Cl B Common Stock Npv , Suruga Bank Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
Sign-up for epiex investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , Apple Inc , Verizon Communications Inc , General Electric Co , AT&T Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dmgbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for pbinx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ctrix investment picks
  • Holdings: GuideMark World ex-US Instl , Vanguard FTSE All-World ex-US ETF , SPDR S&P 500 , GuideMark Small/Mid Cap Core Instl , GuideMark Large Cap Value Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gpstx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pibzx investment picks
  • Holdings: Apple Inc , Micron Technology Inc , Wells Fargo & Co , Chevron Corp , Avago Technologies Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dlqax investment picks
  • Holdings: Pfizer Inc , Nippon Telegraph & Telephone Corp , General Electric Co , Monsanto Co , Novartis AG ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for icgnx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for jsasx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Strategic Real Return , Fidelity® Government Income , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for frktx investment picks
  • Holdings: Guggenheim Strategy III , Guggenheim Strategy I , Guggenheim Strategy Ii , Msswap2 , Guggenheim BulletShrs®2016 HY CorpBd ETF ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for sufcx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for wafrx investment picks
  • Holdings: Ultimate Software Group Inc , Cepheid , Proto Labs Inc , Portfolio Recovery Associates Inc , Grand Canyon Education Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for dsgax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Visa Inc Class A , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for diegx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for miaix investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR Barclays High Yield Bond , Crown Americas Llc/Cap Corp Iv 4.5% , Petroleos De Venezuela Sa 5.125% , Equinix 5.375% ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for asftx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
Sign-up for altcx investment picks
  • Holdings: General Electric Co , Boeing Co , Monsanto Co , Pfizer Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for maprx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 4 Stars
Sign-up for npsax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Marriott International Inc Class A , Applied Materials Inc , ConocoPhillips ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dtcax investment picks
  • Holdings: Iconix Brand Group Inc , Cleco Corp , WellCare Health Plans Inc , Armstrong World Industries Inc , Investors Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for mopcx investment picks
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Funds From: iibex - Ivy Global Income Allocation E - World Allocation to mopcx - MainStay US Small Cap C - Small Blend
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