Funds From: kdsbx - Deutsche Small Cap Value B - Small Value to teqbx - Touchstone Large Cap Growth B - Large Growth


  • Holdings: Verint Systems Inc , Healthsouth Corp , CNO Financial Group Inc , Harsco Corp , Belden Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Pfizer Inc , Exxon Mobil Corporation , Citigroup Inc ,
  • Category: Large Value
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  • Holdings: Jpn 10y Bond Fut Sep14 , Us 10yr Note Fut Sep14 , Euro BUND Future Sept14 , Can 10yr Bond Fut Sep14 , Long Gilt Fut Sep14 ,
  • Category: Tactical Allocation
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Bmi22f3h2 Irs Gbp P V 06mlibor 1 Ccpvanilla , Bmi22f3h2 Irs Gbp R F 1.10050 2 Ccpvanilla , Bmi22f3b5 Irs Usd R V 03mlibor 1 Ccpvanilla , Bmi22f3b5 Irs Usd P F .50150 2 Ccpvanilla , Us 10yr Note (Cbt)sep14 Xcbt 20140919 ,
  • Category: Multialternative
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , US Treasury Note 2% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , BP PLC ADR , Royal Dutch Shell PLC ADR Class A , HSBC Holdings PLC ADR , BHP Billiton Ltd ,
  • Category: Foreign Large Value
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  • Holdings: Oracle Corporation , General Motors Co , Bank of America Corporation , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for OAKBX investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
Sign-up for amaax investment picks
  • Holdings: Facebook Inc Class A , Google Inc Class A , Microsoft Corp , Apple Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for lglrx investment picks
  • Holdings: Utilities Select Sector SPDR® ETF , Consumer Discret Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF ,
  • Category: Large Blend
Sign-up for EMNCX investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
Sign-up for ftnyx investment picks
  • Holdings: Sun Hung Kai & Co Ltd , Air New Zealand Ltd , Japan Aviation Electronics Industry Ltd , Arrow Global Group PLC , Century Tokyo Leasing Corporation ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for linpx investment picks
  • Holdings: Chesapeake Engy Cv 2.5% , Liberty Interactive 144A 1% , Forest City Enterprises 144A Cv 3.625% , Toll Bros Fin 0.5% , Omnicare Cv 3.25% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for HRCSX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: DFA US Core Equity 1 I , DFA International Core Equity I , DFA Emerging Markets Core Equity I , DFA US Large Company I , DFA Large Cap International I ,
  • Category: World Stock
Sign-up for DREIX investment picks
  • Holdings: TDC A/S , National Australia Bank Limited , Total SA ADR , BP PLC , Royal Dutch Shell PLC ADR Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lidfx investment picks
  • Holdings: Arbitrage Event-Driven I , Robeco Boston Partners L/S Rsrch Instl , Gotham Absolute Return Institutional , Whitebox Tactical Opportunities Instl , Tortoise MLP & Pipeline Instl ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for GASIX investment picks
  • Holdings: PacWest Bancorp , Barnes Group Inc , South State Corp , Pebblebrook Hotel Trust , Kennedy-Wilson Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lrscx investment picks
  • Holdings: Bank of New York Mellon Corp , Goldman Sachs Group Inc , Mondelez International Inc Class A , Bank of America Corporation , Abbott Laboratories ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tfoax investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , E-mini NASDAQ 100 Index Future June14 , ArcelorMittal SA ADR , Vale SA ADR , Citrix Systems Inc ,
  • Category: Bear Market
Sign-up for cpcrx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for PGSDX investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 4 Stars
Sign-up for etohx investment picks
  • Holdings: Avis Budget Group Inc , Rosetta Resources Inc , iStar Financial Inc , HCC Insurance Holdings Inc , Navigators Group ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dhscx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for otbax investment picks
  • Holdings: Naspers Ltd Class N , Roche Holding AG , Sanofi , Lafarge Sa , Hewlett-Packard Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for DODFX investment picks
  • Holdings: Microsoft Corp , Apple Inc , Oracle Corporation , Google Inc Class C , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mylgx investment picks
  • Holdings: Micron Technology Inc , Actavis PLC , Alliance Data Systems Corp , AmerisourceBergen Corp , Thermo Fisher Scientific Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for teqbx investment picks
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Funds From: kdsbx - Deutsche Small Cap Value B - Small Value to teqbx - Touchstone Large Cap Growth B - Large Growth
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