Funds From: BAFUX - Brown Advisory Small-Cap Fdmtl Val Instl - Small Blend to mtgbx - Morgan Stanley Mortgage Securities B - Intermediate-Term Bond


  • Holdings: Enpro Industries, Inc. , Core-Mark Holding Company, Inc. , Broadridge Financial Solutions , Susser Holdings Corporation , EchoStar Corp ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Philip Morris International Inc , Altria Group Inc , Priceline Group Inc , Daimler AG , Toyota Motor Corp ,
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Schlumberger NV , Apple Inc , Qualcomm, Inc. , SunTrust Banks Inc , Regions Financial Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Visa Inc Class A , Royal Dutch Shell PLC Class A , Japan Tobacco Inc , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 4 Stars
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  • Holdings: Franklin Pelagos Commodities Strat R6 , Franklin Floating Rate Daily Access R6 , Franklin Intl Small Cap Growth R6 , Templeton Global Total Return R6 , Templeton Frontier Markets R6 ,
  • Category: Conservative Allocation
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  • Holdings: Apple Inc , Chipotle Mexican Grill Inc Class A , Williams Companies Inc , American Express Co , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: S&P 500 Index Future June14 , Federated Project and Trade Fin Cor , NYSE/Liffe 10 Year US Treasury Note Future June14 , High Yield Bond Portfolio , Gilead Sciences Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Holdings: Dryden Core Invt , Apple Inc , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , Exxon Mobil Corporation , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Chicago Bridge & Iron Company , PVH Corp , Eaton Corp PLC ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Fidelity Cent Invt Portfolios , Fidelity Garrison Str Tr , US Treasury TIP 1.25% , US Treasury TIP 1.125% , Simon Property Group Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fsrax 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: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for tembx investment picks
  • Holdings: Tencent Holdings Ltd. , Beijing Enterprises Water Group Ltd , Ping An Insurance Group H Shares , Melco International Development Ltd , Galaxy Entertainment Group Ltd ,
  • Category: China Region
  • Morningstar Rating: 2 Stars
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  • Holdings: Vodafone Group PLC , Verizon Communications Inc , SOFTBANK Corp , BT Group PLC , Numericable Group SA ,
  • Category: Communications
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Synaptics Inc , Lithia Motors Inc Class A , Arrow Electronics Inc , TRW Automotive Holdings Corp , AmerisourceBergen Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank Bradesco ADR , Grupo Televisa SAB ADR , PT Bank Mandiri Persero Tbk , Industrial And Commercial Bank Of China Ltd H Shares , BMF Bovespa SA Bolsa Valores Merc Fut ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for gtdbx investment picks
  • 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: 2 Stars
Sign-up for US66537U6358 investment picks
  • Category: Multisector Bond
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , ING Groep N.V. , HSBC Holdings PLC , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for nwlcx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Southern Co , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for FRIAX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Exxon Mobil Corporation , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl , Nationwide Portfolio Complt Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS Core Fixed Income Inst , DWS US Bond Index Inst , DWS Short Duration S ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mtgbx investment picks
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Funds From: BAFUX - Brown Advisory Small-Cap Fdmtl Val Instl - Small Blend to mtgbx - Morgan Stanley Mortgage Securities B - Intermediate-Term Bond
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