Funds From: badax - Brown Advisory Equity Income Adv - Large Blend to pvyrx - Putnam Voyager R - Large Growth


  • Holdings: Altria Group Inc , Kinder Morgan, Inc. , Microsoft Corp , Novartis AG ADR , Automatic Data Processing ,
  • Category: Large Blend
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  • Holdings: Intuitive Surgical Inc , Cisco Systems Inc , Laboratory Corp of America Hldgs , Bank of New York Mellon Corp , Quest Diagnostics Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for icmcx investment picks
  • Holdings: Putnam Global Consumer Y , Putnam Global Financial Y , Putnam Global Natural Resources Y , Putnam Global Technology Y , Putnam Global Health Care Y ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for ppgax 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 jljax investment picks
  • Holdings: US Treasury Note 4.25% , Peru Rep 9.91% , Serbia Treasury Bond, 10.00% Rsd , Romania(Rep Of) 5.75% , Sri Lanka Government Bond, 8.50% Lkr ,
  • Category: Currency
Sign-up for ecimx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for STBCX investment picks
  • Holdings: Reed Elsevier PLC , Canadian Natural Resources, Ltd. , Azimut Holding SPA , Roche Holding AG , Icon PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for bciix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fxctx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for mcpyx investment picks
  • Holdings: Citigroup Inc , Weatherford International PLC , JPMorgan Chase & Co , Suncor Energy Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for acstx investment picks
  • Holdings: Toyota Motor Corp , Royal Dutch Shell PLC Class A , AstraZeneca PLC , Sanofi , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for povbx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for prtnx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Eaton Corp PLC , Continental Resources Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for cbcax investment picks
  • Holdings: General Mills Inc , Heineken NV , Campbell Soup Co , Walgreen Co , Royal Dutch Shell PLC Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for LCEAX investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , ING Groep N.V. , HSBC Holdings PLC , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pngax investment picks
  • Holdings: iShares Core S&P 500 , News Corp Class A , Yahoo! Inc , Fidelity National Financial Inc , Nabors Industries Ltd ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for heoax investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Cerner Corp , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for cgrrx investment picks
  • Holdings: Lockheed Martin Corp , Pepco Holdings Inc , Kraft Foods Group Inc , Altria Group Inc , Total SA ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for iauyx investment picks
  • Holdings: Apple Inc , Carrols Restaurant Group Inc , SPDR S&P 500 , Microsoft Corp , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pmyax investment picks
  • Holdings: S&P500 Emini Sep 14 , MSCI EAFE Index Future Sept14 , Columbia Commodity Strategy I , Columbia Real Estate Equity I , MSCI Emerging Market Index Future Sept14 ,
  • Category: World Allocation
Sign-up for carrx investment picks
  • Holdings: Polaris Industries Inc , Arrow Electronics Inc , United Therapeutics Corp , Gannett Co Inc , Dresser-Rand Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cwcbx investment picks
  • Holdings: Ultra Petroleum Corp , International Rectifier , Newalta Corp , Zimmer Holdings Inc , Brookfield Property Partners LP ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for ATDFX investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for tnabx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for frorx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for padax investment picks
  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for agiax investment picks
  • Holdings: Roche Holding AG , Toyota Motor Corp , HSBC Holdings PLC , AIA Group Ltd , SOFTBANK Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for cwvgx investment picks
  • Holdings: Berkshire Hathaway Inc Class A , American Express Co , Sanofi , International Business Machines Corp , Chevron Corp ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for awsbx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class C , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for pvyrx investment picks
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Funds From: badax - Brown Advisory Equity Income Adv - Large Blend to pvyrx - Putnam Voyager R - Large Growth
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