Funds From: saupx - Principal SAM Flexible Income A LW - Conservative Allocation to dsecx - Dreyfus Small Cap Equity C - Mid-Cap Blend


  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal High Yield Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Holdings: CenturyLink Inc , Alcatel-Lucent ADR , McDermott International Inc , XL Group PLC , Ruby Tuesday Inc ,
  • Category: Mid-Cap Blend
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  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Bond Plus Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Pru Shirt Dur Milti-Sec , Prudential International Value C , Prudential Total Return Bd , Prudential Strategic Value Z , Prudential Large Cap Core Equity A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Micron Technology Inc , Kroger Co , SanDisk Corp , Intuit Inc , Hanesbrands Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF ,
  • Category: Large Blend
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC ,
  • Category: Long/Short Equity
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for etctx investment picks
  • Holdings: China Mobile Ltd , America Movil SAB de CV Class L , Hyundai Motor Co , Ternium SA ADR , Hyundai Heavy Industries Co Ltd ,
  • Category: Diversified Emerging Mkts
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Markets Currency Instl , PIMCO Emerging Local Bond Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , AviChina Industry & Technology Co Ltd H Shares , China State Construction International Holdings Ltd , Sinotrans Ltd H Shares , Chongqing Changan Automobile Co Ltd ,
  • Category: China Region
  • Morningstar Rating: 2 Stars
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  • Holdings: Cardinal Health Inc , CF Industries Holdings Inc , The AES Corporation , Great Plains Energy Inc , Rock-Tenn Company Class A ,
  • Category: Mid-Cap Value
Sign-up for lvmrx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
Sign-up for fnmax investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Bond Index Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for nwfcx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Schlumberger NV , PepsiCo Inc , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for dwoax investment picks
  • Holdings: Alaska Air Group Inc , Key Energy Services Inc , Universal Health Services Inc Class B , Synovus Financial Corp , Omnicare Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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Funds From: saupx - Principal SAM Flexible Income A LW - Conservative Allocation to dsecx - Dreyfus Small Cap Equity C - Mid-Cap Blend
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