Funds From: cblfx - CornerCap Balanced - Moderate Allocation to dsdcx - Dreyfus Tax Sensitive Total Return Bd C - Muni National Interm


  • Holdings: Guggenheim BulletShrs®2014 HY CorpBd ETF , Woolworth 8.5% , Guggenheim BulletShrs®2015 HY CorpBd ETF , Performance Trust Strategic Bond , ConocoPhillips ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Health Corp , Tronox Worldwide 6.375% , Covidien PLC , FEI Co , Genuine Parts Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Short-Term Bond , Fidelity® Equity-Income , Fidelity® Government Income ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Apple Inc , Microsoft Corp , LyondellBasell Industries NV , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Cisco Systems Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: CNO Financial Group Inc , Bank of America Corporation , Philip Morris International Inc , Merck & Co Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity Advisor® International Discv I , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Dresser-Rand Group Inc , Cubist Pharmaceuticals Inc , NCR Corporation , Chemed Corp , URS Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Level 3 Communications Inc , Liberty Property Trust , BioMed Realty Trust Inc , Raymond James Financial Inc , Ameren Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for pnyyx investment picks
  • Holdings: Haemonetics Corp , City National Corp , Tempur Sealy International Inc , Whirlpool Corp , Advance Auto Parts Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for biucx investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Roche Holding AG Dividend Right Cert. , Chevron Corp , Boeing Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for eafvx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Madison Core Bond Y , Metropolitan West Total Return Bond I , Madison Large Cap Value Y , Schwab Fdmtl US Lg Co Idx , Madison Large Cap Growth Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for ffipx investment picks
  • Holdings: MainStay ICAP International I , MainStay Large Cap Growth I , MainStay Epoch US All Cap I , MainStay Common Stock I , iShares Russell 2000 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Nestle SA , iShares MSCI Japan , Bayer AG ,
  • Category: Foreign Large Blend
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
Sign-up for aunax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for dritx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , AvalonBay Communities Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Jpm Commodity Tr Swaps 0.000 Sep 06 15 , Bbg Energy Tr Etrs Sep 08 15 , Gs Commodity Tr Swap 0.000 Jul 09 15 , Djubs Ind Metals Sub Total Etrs Jul 06 15 , Jpm Commodity Tr Swaps 0.000 Sep 01 15 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for mcsax investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intrepid America R5 , JPMorgan Growth Advantage R6 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Hess Corp , American International Group Inc , Chevron Corp , MetLife Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
Sign-up for pcmbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for egbax investment picks
  • Holdings: SPDR Barclays High Yield Bond , iShares Core US Credit Bond , SPDR BarCap ST High Yield Bond ETF , iShares iBoxx $ Invst Grade Crp Bond , Clear Channel Comms 9% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
Sign-up for afiax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for dsdcx investment picks
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Funds From: cblfx - CornerCap Balanced - Moderate Allocation to dsdcx - Dreyfus Tax Sensitive Total Return Bd C - Muni National Interm
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