Funds From: tevcx - American Funds Tax-Exempt VA C - Muni Single State Interm to ieoax - Ivy European Opportunities A LW - Europe Stock


  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Staples Inc , Hewlett-Packard Co , Entergy Corp , Cisco Systems Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Common Stock I , MainStay Large Cap Growth I , MainStay Epoch US All Cap I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for mrtux investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for f00000nqhm 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 aarbx investment picks
  • Holdings: Booz Allen Hamilton Holding Corp , Alere Inc , Rovi Corp , Microsemi Corp , John Wiley & Sons Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for ATIAX investment picks
  • Holdings: Apple Inc , Microsoft Corp , Kroger Co , Home Depot Inc , Walt Disney Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Brunswick Corp , Acadia Healthcare Co Inc , Team Health Holdings Inc , Cadence Design Systems Inc , Cavium Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , SABMiller PLC , British American Tobacco PLC , Vodafone Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for clidx investment picks
  • Holdings: Manhattan Associates Inc , Jack In The Box Inc , CoStar Group Inc , SBA Communications Corp , Westinghouse Air Brake Technologies Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for GTSAX investment picks
  • 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 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for mghix investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , NXP Semiconductors NV , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Common Stock I , MainStay Large Cap Growth I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for myrdx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Royal Dutch Shell PLC ADR Class A , Citigroup Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for vvoix investment picks
  • Holdings: Stericycle Inc , O'Reilly Automotive Inc , SanDisk Corp , Crown Castle International Corp , Juniper Networks Inc ,
  • Category: Mid-Cap Blend
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for LTBBX investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for JLJGX investment picks
  • Holdings: Mednax Inc , Towers Watson & Co Class A , Goodyear Tire & Rubber Co , Cintas Corp , Signet Jewelers Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for sbmdx investment picks
  • Holdings: Applied Materials Inc , Teva Pharmaceutical Industries Ltd ADR , Bristol-Myers Squibb Company , Medtronic Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for idiex investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO High Yield Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for ptndx investment picks
  • Holdings: Apple Inc , US Treasury Note 1.625% , FNMA , Johnson & Johnson , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ibabx investment picks
  • Holdings: Janus Global Bond N , Janus International Equity N , Perkins Large Cap Value N , Janus Diversified Alternatives N , INTECH International Mgd Volatility I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fortinet Inc , Medidata Solutions Inc , FEI Co , Icon PLC , Maximus Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for sasmx investment picks
  • Holdings: Ashtead Group PLC , Teva Pharmaceutical Industries Ltd ADR , Shire PLC , Genel Energy PLC , Bayer AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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Funds From: tevcx - American Funds Tax-Exempt VA C - Muni Single State Interm to ieoax - Ivy European Opportunities A LW - Europe Stock
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