Funds From: kdsax - DWS Small Cap Value A - Small Value to mrlox - BlackRock Global Allocation R - World Allocation


  • Holdings: Verint Systems Inc , Healthsouth Corp , CNO Financial Group Inc , Belden Inc , Harsco Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Capital One Financial Corp , Allstate Corp , Cardinal Health Inc , CF Industries Holdings Inc , Parker Hannifin Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA International Institutional , USAA Income Stock Institutional , USAA Emerging Markets Institutional , USAA Value Institutional , USAA Small Cap Stock Institutional ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: VALIC Company II Core Bond , VALIC Company I Stock Index , VALIC Company II Strategic Bond , VALIC Company I International Equities , VALIC Company I Foreign Value ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Publicis Groupe Swap (Baml) , Omnicom Group Inc , Forest Laboratories Inc , American International Group Inc , Lamar Advertising Co Class A ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
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  • Holdings: Bayer AG , Nestle SA , Compass Group PLC , WPP PLC , HSBC Holdings PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: DST Systems, Inc. , American Realty Capital Properties Inc Class A , Comcast Corp Class A , Domtar Corp , DaVita HealthCare Partners Inc ,
  • Category: Long/Short Equity
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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: Moderate Allocation
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  • Holdings: Tencent Holdings Ltd. , China Mengniu Dairy Co Ltd , Mindray Medical International Ltd ADR repr Class A , Kingdee International Software Group Co Ltd , Sands China Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for mchfx investment picks
  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+30 *Bullet* Bps , FNMA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Cognex Corp , Acuity Brands Inc , DexCom Inc , Bruker Corp , Teledyne Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA US Core Equity 1 I , DFA Emerging Markets Core Equity I , DFA Real Estate Securities I ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for mgvsx investment picks
  • Holdings: PetSmart Inc , Bed Bath & Beyond Inc , Franklin Resources Inc , Comcast Corp Class A , International Game Technology ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ofalx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , Hyundai Motor Co , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for vbtsx investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Franklin Income R6 , Franklin Mutual Shares R6 , Templeton Growth R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ffalx investment picks
  • Holdings: Canadian Pacific Railway Ltd , Applied Materials Inc , Bank of America Corporation , American International Group Inc , Adobe Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wceax investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for pmazx investment picks
  • Holdings: Chicago Bridge & Iron Company , TRW Automotive Holdings Corp , Medivation Inc , Macquarie Infrastructure Co LLC , Domtar Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for etilx investment picks
  • Holdings: Sanchez Energy Corp , Bonanza Creek Energy Inc , Mitel Networks Corp , Ryman Hospitality Properties Inc , Air Lease Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for kscvx investment picks
  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 1.25 07/22/2018 , US Treasury Note 2.75% , Germany (Federal Republic Of) 4.25 07/04/2017 , Procter & Gamble Co ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mrlox investment picks
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Funds From: kdsax - DWS Small Cap Value A - Small Value to mrlox - BlackRock Global Allocation R - World Allocation
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