Funds From: dihqx - Transamerica Partners Instl High Qual Bd - Short-Term Bond to jiscx - Perkins Small Cap Value S - Small Value


  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Wells Fargo & Co , General Electric Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Google Inc Class A , Oracle Corporation , Biogen Idec Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Hyundai Mobis Co Ltd , China Mobile Ltd , Cielo SA , Itau Unibanco Holding S.A. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: GMO US Treasury , Faurecia , Euromoney Institutional Investor PLC , Essentra PLC , Credito Emiliano ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Novartis AG , Amgen Inc , Bayer AG , Altria Group Inc. , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Inflation Managed P , PL Floating Rate Loan P , PL Emerging Markets Debt P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Franklin DynaTech R6 , Franklin Rising Dividends R6 , Franklin Intl Small Cap Growth R6 , Mutual European R6 , iShares Core S&P 500 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
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  • Holdings: Southwest Airlines Co , Google Inc Class A , American Express Co , Thermo Fisher Scientific Inc , MasterCard Inc Class A ,
  • Category: Large Blend
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: PNC Financial Services Group Inc , JPMorgan Chase & Co , L Brands Inc , Brown-Forman Corp Class B , Applied Materials Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ibnax investment picks
  • Holdings: Qualcomm, Inc. , CBRE Group Inc , EMC Corporation , PVH Corp , Equinix, Inc. ,
  • Category: Large Growth
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  • Holdings: Berry Plastics Group Inc , Amerco Inc , Flotek Industries Inc , Willbros Group Inc , Destination XL Group Inc ,
  • Category: Small Blend
Sign-up for PSCVX investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Merck & Co Inc , JPMorgan Chase & Co , Devon Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , American International Group Inc , Royal Dutch Shell PLC ADR Class A , Merck & Co Inc , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for jplnx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for arwax investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Nvidia 144A Cv 1% , Wells Fargo & Co, San Francisco Ca Pfd , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 5 Stars
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  • Holdings: Roche Holding AG , Banco Santander SA , Nestle SA , HSBC Holdings PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Irish Continental Group PLC , Casey's General Stores Inc , Baxter International Inc , Merck & Co Inc , Abbott Laboratories ,
  • Category: Mid-Cap Value
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Small-Cap , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares S&P 500 Value ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for ltmfx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Mitsubishi Estate , Mitsui Fudosan Co., Ltd. , Unibail-Rodamco SE , British Land Co PLC , Westfield Group ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for girtx investment picks
  • Holdings: Owens & Minor Inc , Casey's General Stores Inc , Prosperity Bancshares, Inc. , Kirby Corp , Home Properties Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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Funds From: dihqx - Transamerica Partners Instl High Qual Bd - Short-Term Bond to jiscx - Perkins Small Cap Value S - Small Value
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