Funds From: cwmbx - American Funds Washington Mutual 529B - Large Value to ogncx - JPMorgan Multi-Cap Market Neutral C - Market Neutral


  • Holdings: Microsoft Corp , Boeing Co , Home Depot Inc , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Visa Inc Class A , Google Inc Class C , Facebook Inc Class A , American Tower Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Equity Residential , Vornado Realty Trust , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Raymond James Financial Inc , Alkermes PLC , Watsco Inc , Wabco Holdings Inc , Mednax Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Walt Disney Co , Oracle Corporation , Foot Locker Inc , Altria Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Tiffany & Co , Skyworks Solutions Inc , Sealed Air Corp , Moody's Corporation , Macy's Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Electronics for Imaging Inc , Cantel Medical Corp , Syntel Inc , NetScout Systems Inc , LTC Properties Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: PowerShares FTSE RAFI Dev Mkts ex-US ETF , Invesco Diversified Dividend R6 , Invesco International Growth R6 , Invesco Balanced-Risk Allc R6 , Invesco Developing Markets R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Hanover Insurance Group Inc , Covanta Holding Corp , Reinsurance Group of America Inc , Maxwell Technologies Inc , UGI Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Biogen Idec Inc , US Treasury Note 0.75% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for psiox investment picks
  • Holdings: MSCI EAFE Index Future Sept14 , PowerShares India ETF , Royal Dutch Shell PLC Class A , Roche Holding AG , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for giwex investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 , MFS® Government Securities R5 ,
  • Category: Target Date 2021-2025
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for culyx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Directv , LyondellBasell Industries NV , United Rentals Inc , Lorillard Inc , Snap-on Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for hhrcx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 , MFS® Government Securities R5 ,
  • Category: Target Date 2021-2025
Sign-up for LTTSX investment picks
  • Holdings: Swiss Market Index Future Sept14 , SFE SPI 200 Index Future Sept14 , DAX Index Future Sept14 , Hang Seng Idx 08/28/2014 , CAC 40 Index Future Aug14 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for aqinx investment picks
  • Holdings: Kinnevik Investment AB Class B , Roche Holding AG , BG Group PLC , Hargreaves Lansdown PLC , Novo Nordisk A/S ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for haigx investment picks
  • Holdings: Guggenheim Strategy I , E-mini S&P MidCap 400 Index Future Sept14 , Equinix Inc , United Rentals Inc , Skyworks Solutions Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for ryahx investment picks
  • Holdings: Columbia Mortgage Opportunities I , Columbia Commodity Strategy I , Apple Inc , Microsoft Corp , Royal Dutch Shell PLC Class B ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for CSAZX investment picks
  • Holdings: Lord Abbett Short Duration Income I , Vanguard Short-Term Bond ETF , American Capital Ltd , Kinder Morgan Energy Partners LP , Ford Motor Co ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cprfx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Bank Of China Ltd. H Shares , Itau Unibanco Holding S.A. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for pmkcx investment picks
  • Holdings: Tortoise MLP & Pipeline Instl , Aberdeen International Equity Instl , iShares Core S&P 500 , Nuveen Preferred Securities I , First Trust Health Care AlphaDEX® ETF ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for facix investment picks
  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , American International Group Inc , Activision Blizzard Inc , Micron Technology Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ithax investment picks
  • Holdings: Integrys Energy Group Inc , WellPoint Inc , Kroger Co , Tenet Healthcare Corp , Cooper Companies ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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Funds From: cwmbx - American Funds Washington Mutual 529B - Large Value to ogncx - JPMorgan Multi-Cap Market Neutral C - Market Neutral
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