Funds From: lmqix - ClearBridge Equity I - Large Blend to kmdax - Kinetics Multi-Disciplinary Advisor A - Conservative Allocation


  • Holdings: Merck & Co Inc , CVS Caremark Corp , MetLife Inc , Johnson Controls Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for lmqix investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for iarcx investment picks
  • Holdings: Clearwire Comm 144A 8.25% , Mgic Invt Corp Wis Cv 5% , Salesforce Com Cv 0.25% , Wells Fargo & Co, San Francisco Ca Pfd , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for lcfrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for rshix investment picks
  • Holdings: ANTA Sports Products Ltd , Saft Groupe , Opap SA , Tom Tailor Holding AG , Marine Harvest ASA ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 5 Stars
Sign-up for lcoax investment picks
  • Holdings: Alliance Data Systems Corp , International Rectifier , Booz Allen Hamilton Holding Corp , Rovi Corp , Alere Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for atiax investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Portfolio Complt Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for nwmax investment picks
  • Holdings: Invesco Core Plus Bond R6 , PowerShares 1-30 Laddered Treasury ETF , Invesco Balanced-Risk Allc R6 , Invesco Floating Rate R6 , Invesco High Yield R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for caamx investment picks
  • Holdings: Apple Inc , US Treasury Bond 3.625% , FNMA , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for dvibx investment picks
  • Holdings: Team Health Holdings Inc , Acadia Healthcare Co Inc , Lennox International Inc , Cinemark Holdings Inc , Medivation Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for vbscx investment picks
  • Holdings: Fortinet Inc , Alliance Data Systems Corp , SBA Communications Corp , Citrix Systems Inc , Signet Jewelers Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for lbgax investment picks
  • Holdings: Manhattan Associates Inc , SBA Communications Corp , CoStar Group Inc , Westinghouse Air Brake Technologies Corp , Jack In The Box Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for gtsax investment picks
  • Holdings: Acacia Research Corporation , Value Partners Group Ltd , Ashmore Group PLC , Kennedy-Wilson Holdings Inc , Unit Corp ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for rlphx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ncrix investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for asmmx investment picks
  • Holdings: Sanmina Corp , NCI Building Systems Inc , Microsemi Corp , OM Group Inc , Commercial Metals Co ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for ryofx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fldax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for usgdx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Citigroup Inc , JPMorgan Chase & Co , Consol Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lgvax investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Yelp Inc Class A , DISH Network Corp ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
Sign-up for ifobx investment picks
  • Holdings: Fixed Income Clearing Corporation , VelocityShares Daily Inverse VIX ST ETN , Acacia Research Corporation , Freund Corporation , Computer Task Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rsfdx investment picks
  • Holdings: 90day Sterling Fu Jun15 , PIMCO CommoditiesPLUS® Strategy Instl , Germany (Federal Republic Of) 0.78399% , PowerShares DB Commodity Tracking ETF , SPDR Dow Jones Intl Real Estate ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for wmmrx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for dvabx investment picks
  • Holdings: Exxon Mobil Corporation , Hewlett-Packard Co , Walt Disney Co , JPMorgan Chase & Co , Avago Technologies Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dvfax investment picks
  • Holdings: Constellation Energy Partners LLC , Apple Inc , GT Advanced Technologies Inc , BlackRock Enhanced Equity Div Common , Micron Technology Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for ipofx investment picks
  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , Trinity Industries Inc , Federated Investors, Inc. Class B , AllianceBernstein Holding L.P. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for RYTFX investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for proix investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for ingbx investment picks
  • Holdings: JPMorgan Chase & Co , Schlumberger NV , Microchip Technology Inc , Anheuser-Busch Inbev SA ADR , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ivdix investment picks
  • Holdings: Webmd Health Cv 2.5% , Electnc Arts Cv 0.75% , Chesapeake Engy Cv 2.25% , Royal Gold Cv 2.875% , Post Hldgs 7.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for kmdax investment picks
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Funds From: lmqix - ClearBridge Equity I - Large Blend to kmdax - Kinetics Multi-Disciplinary Advisor A - Conservative Allocation
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