Funds From: gblax - American Funds Global Balanced A LW - World Allocation to marnx - Convergence Core Plus Institutional - Large Blend


  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: General Mills Inc , Heineken NV , Campbell Soup Co , Walgreen Co , Royal Dutch Shell PLC Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for saxix investment picks
  • Holdings: Avis Budget Group Inc , Nordson Corp , Extra Space Storage Inc , Ametek Inc , Mettler-Toledo International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for ausax investment picks
  • Holdings: Energy Transfer Equity LP , Williams Companies Inc , Plains GP Holdings LP Class A , Targa Resources Corp , Enbridge Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for infrx investment picks
  • Holdings: AT&T Inc , Verizon Communications Inc , Public Service Enterprise Group Inc , American Electric Power Co Inc , Entergy Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for bulix 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: Baidu Inc ADR , Bayer AG , Linde AG , Nestle SA , Rolls-Royce Holdings PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Japan(Govt Of) 0.1% , US Treasury Note 1.75% , Ameriprise Financial Inc , Japan(Govt Of) 1.7% , Japan(Govt Of) 2% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Ubs Relationship Fds , NYSE/Liffe 2 Year US Treasury Note Future June14 , Ubs Relationship Fds , Ubs Relationship Fds , Aust 3yr Bond 06/16/2014 ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Vanguard 500 Index Signal , PIMCO Total Return Instl , JPMorgan Core Bond Select , Harbor International Institutional , Metropolitan West Intermediate Bond I ,
  • Category: Moderate Allocation
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  • Holdings: Devon Energy Corp , CareFusion Corp , Alleghany Corp , KLA-Tencor Corp , Patterson Companies Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for cchix investment picks
  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
Sign-up for taiax investment picks
  • Holdings: SBA Communications Corp , Electronic Arts Inc , Henry Schein Inc , Universal Health Services Inc Class B , Vantiv Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for peeax investment picks
  • Holdings: Fortinet Inc , Trulia Inc , Medidata Solutions Inc , FEI Co , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for sasmx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intrepid America R5 , JPMorgan Growth Advantage R5 , JPMorgan Value Advantage Instl , JPMorgan Intrepid International Inst ,
  • Category: Target Date 2051+
Sign-up for jffax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for vbtsx investment picks
  • Holdings: Verint Systems Inc , Apple Inc , Hawaiian Electric Industries Inc , Gildan Activewear Inc , Norfolk Southern Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for mvalx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for rbfbx investment picks
  • Holdings: Facebook Inc Class A , Monsanto Co , Celgene Corp , Gilead Sciences Inc , Constellation Brands Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for mfcfx investment picks
  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Compass Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for minfx investment picks
  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Pfizer Inc , Teva Pharmaceutical Industries Ltd ADR , Medtronic Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
Sign-up for bpirx 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
  • Holdings: Great Wall Motor Co Ltd H Shares , Galaxy Entertainment Group Ltd , Tencent Holdings Ltd. , NagaCorp Ltd , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for sxfix investment picks
  • Holdings: Intel Corp , AT&T Inc , ConocoPhillips , MetLife Inc , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for adjpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fpcix 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
  • Holdings: Exxon Mobil Corporation , Apple Inc , Microsoft Corp , General Electric Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for marnx investment picks
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Funds From: gblax - American Funds Global Balanced A LW - World Allocation to marnx - Convergence Core Plus Institutional - Large Blend
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