Funds From: dfsax - Davidson Small-Mid Equity A - Small Growth to kmcvx - Keeley Mid Cap Value A - Mid-Cap Blend


  • Holdings: Realpage Inc , Select Comfort Corp , Terreno Realty Corp , Camden Property Trust , US Physical Therapy Inc ,
  • Category: Small Growth
Sign-up for dfsax investment picks
  • Holdings: Johnson & Johnson , Chevron Corp , Bank of America Corporation , Wells Fargo & Co , General Motors Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hlqvx investment picks
  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , US Treasury Note , Germany (Federal Republic Of) 1.75% , SPDR S&P 500 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for abwbx investment picks
  • Holdings: Schneider Electric , Vipshop Holdings Ltd ADR , CIE FINANCIERE RICHEMONT SA , Heineken Holding NV , Kühne & Nagel International AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for dilbx investment picks
  • Holdings: Illumina Inc , Affiliated Managers Group Inc , Alliance Data Systems Corp , Acuity Brands Inc , Michael Kors Holdings Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for osgix investment picks
  • Holdings: T. Rowe Price Short-Term Bond , Capita PLC , WPP PLC , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for PAITX investment picks
  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Exxon Mobil Corporation , SPDR S&P 500 , Apple Inc ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for ltjix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for ikstx investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , AvalonBay Communities Inc , American Campus Communities Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for rpfrx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Boston Properties Inc , AvalonBay Communities Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for urtbx investment picks
  • Holdings: Amazon.com Inc , Visa Inc Class A , Google Inc Class C , Boeing Co , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for PRWAX investment picks
  • Holdings: Exxon Mobil Corporation , iShares Core MSCI Emerging Market , Apple Inc , US Treasury TIP , Gilead Sciences Inc ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for ltlrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mhigx investment picks
  • Holdings: Pru Shirt Dur Milti-Sec , Prudential Total Return Bd , Prudential International , Prudential Government Income A , Prudential Absolute Return Bond Q ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jduax investment picks
  • Holdings: Eli Lilly and Co , Teva Pharmaceutical Industries Ltd ADR , WellPoint Inc , UCB SA , Idenix Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for dlhax investment picks
  • Holdings: Genesco Inc , Spirit Airlines Inc , Cavium Inc , MWI Veterinary Supply Inc , Trex Co Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for tscrx investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity® Series All-Sector Equity , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for fathx investment picks
  • Holdings: Touchstone Ultra Short Dur F/I Instl , Touchstone Total Return Bond Instl , Touchstone International Fixed Inc Inst , Touchstone Flexible Income Instl , Touchstone Sands Capital Inst Gr ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for tsaax investment picks
  • Holdings: Kia Motors Corp , Samsung Electnc Pfd , OAO Lukoil ADR , Sberbank Of Russia ADR , Infosys Ltd ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for TMGVX investment picks
  • Holdings: Apple Inc , 5 Year US Treasury Note Future June14 , FedEx Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for csifx investment picks
  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , AvalonBay Communities Inc , Boston Properties Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for dprex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for piobx investment picks
  • Holdings: Rite Aid Corp , Manhattan Associates Inc , Minerals Technologies Inc , InterDigital Inc , Iconix Brand Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for jtuax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mdvax investment picks
  • Holdings: Celgene Corp , EOG Resources Inc , Visa Inc Class A , Allergan Inc , Walgreen Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for DEUCX investment picks
  • Holdings: United Rentals Inc , Air Lease Corp Class A , ITT Corp , Hanesbrands Inc , MGM Resorts International ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for kmcvx investment picks
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Funds From: dfsax - Davidson Small-Mid Equity A - Small Growth to kmcvx - Keeley Mid Cap Value A - Mid-Cap Blend
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