Funds From: jgasx - JPMorgan Growth Advantage Sel - Large Growth to scgrx - QS Legg Mason Lifestyle Allocation A LW - Moderate Allocation


  • Holdings: Google Inc Class C , Gilead Sciences Inc , Apple Inc , MasterCard Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Eni SpA , Banco Santander SA , Bayer AG , Siemens AG , Basf SE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard REIT Index ETF , Real Return Funds , iShares MSCI EAFE , Vanguard Total Stock Market ETF , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Novartis AG , Bayer AG , Royal Dutch Shell PLC Class A , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Apple Inc , Exxon Mobil Corporation , US TREASURY TIP ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG ADR , GlaxoSmithKline PLC , Imperial Tobacco Group PLC , Zurich Insurance Group AG , Total SA ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Macy's Inc , EQT Corp , ManpowerGroup , Bunge Ltd , Western Digital Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for pecax investment picks
  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS EAFE® Equity Index Inst , DWS Small Cap Core S , DWS Global Small Cap Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Large Cap Growth Select , JPMorgan Intrepid Growth Sel ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Schneider Electric , CIE FINANCIERE RICHEMONT SA , Vipshop Holdings Ltd ADR , Wesco Aircraft Holdings Inc , Kühne & Nagel International AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Baidu Inc ADR , Reliance Industries Ltd , Tim Participacoes SA ADR , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Bond Market Index Instl , Principal Short-Term Income Inst , Principal LargeCap Growth I Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for penax investment picks
  • Holdings: Nippon Telegraph & Telephone Corp , Aryzta AG , Apple Inc , Time Warner Inc , CGI Group Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for dabax investment picks
  • Holdings: Jpn 10y Bond Fut Jun14 , Euro-Bund Fut Jun14 , Us 10yr Note Fut Jun14 , Long Gilt Fut Jun14 , Salient Risk Parity Offs ,
  • Category: Tactical Allocation
Sign-up for SRPCX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for tfiax investment picks
  • Holdings: United Technologies Corp , Apple Inc , Gilead Sciences Inc , Chevron Corp , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for prmax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for jhgix investment picks
  • Holdings: Kia Motors Corp , Samsung Electnc Pfd , OAO Lukoil ADR , Sberbank Of Russia ADR , Infosys Ltd ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for TMGRX investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Johnson & Johnson , Schlumberger NV , Mead Johnson Nutrition Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tgffx investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sbcpx investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for imnyx investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scgrx investment picks
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Funds From: jgasx - JPMorgan Growth Advantage Sel - Large Growth to scgrx - QS Legg Mason Lifestyle Allocation A LW - Moderate Allocation
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry