Funds From: himax - Hancock Horizon MS Tax-Free Income A LW - Muni Single State Interm to cfifx - American Funds College 2015 529F1 - Conservative Allocation


  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: ADT Corp , General Dynamics Corp , Devon Energy Corp , Ashland Inc , Skyworks Solutions Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Digital Corp , Capital One Financial Corp , Citigroup Inc , JPMorgan Chase & Co , SanDisk Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , Facebook Inc Class A , Apple Inc , Comcast Corp Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for aogpx investment picks
  • Holdings: Visa Inc Class A , MasterCard Inc Class A , Cognizant Technology Solutions Corp Class A , Accenture PLC Class A , Fidelity National Information Services Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for FBSOX investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , Equity Residential , Boston Properties Inc , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 700 Y , US Treasury Note 1% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , iShares TIPS Bond , BlackRock Russell 1000 Index T ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Hikma Pharmaceuticals PLC , Acadia Healthcare Co Inc , Ryder System Inc , Core-Mark Holding Co Inc , Strategic Hotels & Resorts Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Growth ETF , Vanguard Small Cap Growth ETF , iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond ETF , JPMorgan Alerian MLP Index ETN ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for dwatx investment picks
  • Holdings: US Treasury Note , US Treasury TIP , US Treasury TIP , iShares Core MSCI Emerging Markets , US Treasury TIP ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
Sign-up for ltdvx investment picks
  • Holdings: Hikma Pharmaceuticals PLC , Spirax-Sarco Engineering PLC , Sartorius Stedim Biotech SA , Aareal Bank AG , Gamesa Corporacion Tecnologica SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for aloix investment picks
  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Markets , US Treasury Note , Exxon Mobil Corporation , US Treasury TIP ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for lthcx investment picks
  • Holdings: United Continental Holdings Inc , Sherwin-Williams Co , Ametek Inc , The Hershey Co , Advance Auto Parts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for drmax investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , Public Storage , Essex Property Trust Inc , HCP Inc ,
  • Category: Real Estate
Sign-up for FREFX investment picks
  • Holdings: Toyota Motor Corp , Mitsubishi UFJ Financial Group Inc , Mitsubishi Heavy Industries Ltd , Hitachi Ltd , Seven & i Holdings Co Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 3 Stars
Sign-up for npjix investment picks
  • Holdings: Crown Holdings Inc , Schweitzer-Mauduit International, Inc. , RenaissanceRe Holdings Ltd , Teleflex Inc , TCF Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for cbmax investment picks
  • Holdings: Voya US Bond Index I , Voya US Stock Index I , VY BlackRock Inflation Protected Bond I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for irmix investment picks
  • Holdings: AT&T Inc , MetLife Inc , ConocoPhillips , Ford Motor Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pneax investment picks
  • Holdings: Harman International Industries Inc , Red Hat Inc , Steel Dynamics Inc , Diebold Inc , MRC Global Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for hhmtx investment picks
  • Holdings: US Treasury Note , iShares Core MSCI Emerging Markets , US Treasury TIP , SPDR S&P 500 ETF , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for abwix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Johnson & Johnson , General Electric Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for evsyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pbomx investment picks
  • Holdings: Priceline Group Inc , SBA Communications Corp , Visa Inc Class A , Starbucks Corp , Google Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for nggrx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd , Bank Bradesco ADR , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds ST Bd Fd of America R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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Funds From: himax - Hancock Horizon MS Tax-Free Income A LW - Muni Single State Interm to cfifx - American Funds College 2015 529F1 - Conservative Allocation
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