Funds From: PEQLX - Putnam Equity Income R5 - Large Value to rpfcx - Davis Appreciation & Income A LW - Aggressive Allocation


  • Holdings: Marathon Oil Corp , Exxon Mobil Corporation , Eli Lilly and Co , Johnson & Johnson , Northrop Grumman Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward International Dividend Instl , Forward Select EM Dividend Institutional , Forward Total MarketPlus Z , Forward EM Corporate Debt Institutional ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: NuVasive Inc , Merit Medical Systems Inc , Hospira Inc , Edwards Lifesciences Corp , Aryzta AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
Sign-up for fminx investment picks
  • Holdings: Blackrock Master International Portfolio Of Blackrock Master Llc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mdilx investment picks
  • Holdings: Amazon.com Inc , Priceline Group Inc , Philip Morris International Inc , Toyota Motor Corp , Michael Kors Holdings Ltd ,
  • Category: Consumer Defensive
  • Morningstar Rating: 2 Stars
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  • Holdings: Verizon Communications Inc , AT&T Inc , Apple Inc , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pamgx investment picks
  • Holdings: JPMorgan Chase & Co , CVS Health Corp , Comcast Corp Class A , Bank of America Corporation , 3M Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bilpx investment picks
  • Holdings: Google Inc , Hartford Financial Services Group Inc , Micron Technology Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV , JHFunds2 Blue Chip Growth NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jqlbx investment picks
  • Holdings: Gilead Sciences Inc , Actavis PLC , Celgene Corp , Sanofi , AstraZeneca PLC ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for phsyx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for wayax investment picks
  • Holdings: Total SA , AutoZone Inc , Samsung Electnc Pfd , AstraZeneca PLC , Google Inc Class C ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for mdegx investment picks
  • Holdings: Northern Instl Fds , Tesoro Corp , Genesee & Wyoming Inc Class A , Cubist Pharmaceuticals Inc , Community Health Systems Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for hopbx investment picks
  • Holdings: S+p 500 Future Dec14 Xcme 20141218 , Us Long Bond(Cbt) Dec14 Xcbt 20141219 , Apple Inc , JPMorgan Chase & Co , Exxon Mobil Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wfgbx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for ebddx investment picks
  • Holdings: SEI Global Managed Volatility A (SIMT) , SEI US Managed Volatility A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for smsix investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , AvalonBay Communities Inc , Ventas Inc , Prologis Inc ,
  • Category: Real Estate
Sign-up for BCREX investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , SK Telecom Co Ltd , LG Household & Health Care Ltd , Samsung Electronics Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for icpcx investment picks
  • Holdings: Invesco Core Plus Bond R6 , PowerShares 1-30 Laddered Treasury ETF , Invesco Balanced-Risk Allc R6 , Invesco Diversified Dividend R6 , PowerShares FTSE RAFI Dev Mkts ex-US ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for amkax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for frtix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for htiyx investment picks
  • Holdings: Monsanto Co , LyondellBasell Industries NV , Sherwin-Williams Co , Avery Dennison Corp , Ecolab Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
Sign-up for icbcx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , ING Groep N.V. , HSBC Holdings PLC , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for pgnbx investment picks
  • Holdings: Lord Abbett High Yield I , Lord Abbett Short Duration Income I , Lord Abbett Convertible I , Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for isfax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fvacx investment picks
  • Holdings: Apple Inc , Microsoft Corp , JPMorgan Chase & Co , Wells Fargo & Co , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pmyax investment picks
  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Kohl's Corp , Forest City Enterprises Cv 4.25% , United Rentals Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rpfcx investment picks
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Funds From: PEQLX - Putnam Equity Income R5 - Large Value to rpfcx - Davis Appreciation & Income A LW - Aggressive Allocation
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