Funds From: sfpix - Saratoga Financial Services I - Financial to secgx - Sentinel Capital Growth C - Large Growth


  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Citigroup Inc , U.S. Bancorp , JPMorgan Chase & Co ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Nat Res Pfd , Lockheed Martin Corp , Ashford Hosptlty Tr Pfd , Deutsche Post AG , Newcastle Invt Corp New Pfd ,
  • Category: Long/Short Equity
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  • Holdings: American Airlines Group Inc , Skyworks Solutions Inc , Delta Air Lines Inc , United Continental Holdings Inc , Kulicke & Soffa Industries Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: U.S. Bancorp , Blackstone Group LP , JPMorgan Chase & Co , Wells Fargo & Co , Ameriprise Financial Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , American International Group Inc , Bank of America Corporation , Goldman Sachs Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: SunTrust Banks Inc , Weatherford International Ltd , Bank of America Corporation , Citigroup Inc , Marriott International Inc Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Category: Commodities Broad Basket
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  • Holdings: ING US Bond Index Port I , ING US Stock Index Port I , ING Russell Mid Cap Index Port I , ING International Index Port I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2016-2020
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Sanmina Corp , AerCap Holdings NV , Dana Holding Corp , Platinum Underwriters Holdings Ltd , Air France-KLM ADR ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , Vinci , Imperial Tobacco Group PLC , GlaxoSmithKline PLC , Swisscom AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Pfizer Inc , PepsiCo Inc , Occidental Petroleum Corp , Archer-Daniels Midland Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Bond Plus Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl , TIAA-CREF International Eq Instl ,
  • Category: Aggressive Allocation
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electronics Co Ltd , Australia and New Zealand Banking Group Ltd , Toyota Motor Corp , Telstra Corp Ltd , Commonwealth Bank of Australia ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , Royal Dutch Shell PLC Class A , AstraZeneca PLC , BP PLC , Banco Santander SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: MM MSCI EAFEĀ® International Index I , MassMutual Select Overseas I , MassMutual Premier Disciplined Value R5 , MassMutual Premier Disciplined Gr R5 , MassMutual Premier Core Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Procter & Gamble Co , Chevron Corp , Microsoft Corp , AbbVie Inc , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: S&P 500 Index Future Sept14 , EDP - Energias de Portugal SA , Johnson & Johnson , Clorox Co , Canadian Tire Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Priceline Group Inc , Fastenal Co , Michael Kors Holdings Ltd , Illumina Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell Mini Fut Sep14 , Envestnet Inc , CoStar Group Inc , The Middleby Corp , Acadia Healthcare Co Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: FNMA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-04-01 , CVS Caremark Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for esivx investment picks
  • Holdings: Rio Tinto PLC , BG Group PLC , Royal Dutch Shell PLC Class A , BP PLC ADR , Chevron Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
Sign-up for jhnrx investment picks
  • Holdings: Schlumberger NV , Tyco International Ltd , Riverbed Technology Inc , Apple Inc , Zoetis Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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Funds From: sfpix - Saratoga Financial Services I - Financial to secgx - Sentinel Capital Growth C - Large Growth
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