Funds From: MAIDX - UBS Multi-Asset Income C - Conservative Allocation to fdecx - Fidelity Advisor Capital Development C - Large Growth


  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , iShares MSCI EAFE , Italy(Rep Of) 2.43036% , Ubs Relationship Fds ,
  • Category: Conservative Allocation
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Pfizer Inc , Exxon Mobil Corporation , Hewlett-Packard Co ,
  • Category: Large Value
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Gruma SAB de CV Class B , Cemex SAB de CV ADR , Grupo Televisa SAB ADR , Tim Participacoes SA ADR , Grupo Lala SAB de CV Shs -I- Series -B- ,
  • Category: Latin America Stock
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corp Bd Idx ETF , SPDR Barclays Capital Short Term Corp Bd , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
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  • Holdings: ZKB Gold ETF (USD) , ZKB Silver ETF (USD) , Encana Corp , Newmont Mining Corp , Statoil ASA ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Holdings: Aust 10y Bond Fut Jun14 Xsfe 20140616 , Long Gilt Future Jun14 Xlif 20140626 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Jpn 10y Bond(Ose) Jun14 Xose 20140611 , Can 10yr Bond Fut Jun14 Xmod 20140619 ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR Barclays High Yield Bond , Crown Americas Llc/Cap Corp Iv 4.5% , Petroleos De Venezuela Sa 5.125% , Equinix 5.375% ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Holdings: American International Group Inc , Bank of America Corporation , Sears Holdings Corp , Fed Natl Mort Assc Pfd , St Joe Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Starwood Property Trust, Inc. , Teekay Corp , Great Plains Energy Inc , Idacorp Inc , Northstar Realty Finance Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for vsfax investment picks
  • Holdings: U.S. Bancorp , Merck & Co Inc , UnitedHealth Group Inc , Microsoft Corp , CVS Caremark Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Pfizer Inc , Abbott Laboratories , Apple Inc , Lincoln National Corp (Radnor PA) , CVS Caremark Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lfeix investment picks
  • Holdings: Nestle SA , Compass Group PLC , Danone , LVMH Moet Hennessy Louis Vuitton SA , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mgrqx investment picks
  • Holdings: US Treasury TIP 3.625% , US Treasury TIP 2.375% , US Treasury TIP 2% , US Treasury TIP 2.5% , US Treasury TIP 1.75% ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Hewlett-Packard Co , Arrow Electronics Inc , JPMorgan Chase & Co , Wells Fargo & Co , Trinity Industries Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for qkacx investment picks
  • Holdings: Parexel International Corp , Deluxe Corp , Pharmerica Corp , Usana Health Sciences Inc , EnerSys Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for QCSCX investment picks
  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , General Dynamics Corp , EchoStar Corp , Cubist Pharmaceuticals Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for cotcx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 , MFS® Mid Cap Value R5 ,
  • Category: Target Date 2021-2025
Sign-up for LTTAX investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
Sign-up for HQBSX investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fdecx investment picks
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Funds From: MAIDX - UBS Multi-Asset Income C - Conservative Allocation to fdecx - Fidelity Advisor Capital Development C - Large Growth
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