Funds From: dalvx - Dunham Large Cap Value A - Large Value to eaeax - Eaton Vance Tx-Mgd Eq Asset Allc A - Large Blend


  • Holdings: Wells Fargo & Co , AmerisourceBergen Corp , JPMorgan Chase & Co , General Electric Co , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p 500 Future Dec14 Xcme 20141218 , Apple Inc , US Treasury Bond 4.375% , US Treasury Bond 3.75% , US Treasury Bond 4.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Applied Materials Inc , Microsoft Corp , 3M Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: DexCom Inc , Acadia Healthcare Co Inc , WEX Inc , Mobileye Nv Preferred Stock , ExamWorks Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Williams Companies Inc , Kinder Morgan Management LLC , ONEOK Inc , Enbridge Energy Management LLC , Plains GP Holdings LP Class A ,
  • Category: Energy Limited Partnership
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  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst , Principal Overseas Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: Markel Corporation , HCC Insurance Holdings Inc , Ansys Inc , Morningstar Inc , DENTSPLY International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Growth R5 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche EAFE Equity Index Institutional , Deutsche Small Cap Core S , Deutsche Enh Emerg Mkts Fxd Inc Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for faumx investment picks
  • Holdings: ICICI Bank Ltd , Housing Development Finance Corp Ltd , HDFC Bank Ltd , ITC Ltd , Tata Consultancy Services Ltd ,
  • Category: India Equity
  • Morningstar Rating: 1 Stars
Sign-up for emgix investment picks
  • Holdings: Japan(Govt Of) 1.1% , Japan(Govt Of) 2.1% , KDDI Corp , Italy(Rep Of) 3.75% , Johnson & Johnson ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mfwtx investment picks
  • Holdings: Microsoft Corp , Apple Inc , Exxon Mobil Corporation , Wal-Mart Stores Inc , Johnson & Johnson ,
  • Category: Large Value
Sign-up for ehuax investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd Class N , Cognizant Technology Solutions Corp Class A , Samsung Electronics Co Ltd , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for memax investment picks
  • Holdings: PowerShares DB Gold ETF , Vanguard REIT ETF , Vanguard FTSE Developed Markets ETF , iShares Russell 2000 , iShares Russell 1000 ,
  • Category: Tactical Allocation
Sign-up for NIDAX investment picks
  • Holdings: MSCI Emerging Market Index Future Dec14 , Apple Inc , Vanguard Energy ETF , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for erbax investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Facebook Inc Class A , Pfizer Inc , Broadcom Corp ,
  • Category: Large Value
Sign-up for eqnrx investment picks
  • Holdings: Apple Inc , Home Depot Inc , Crown Holdings Inc , Swiss Re AG , Walt Disney Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for vpgcx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for pgsmx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for szeix investment picks
  • Holdings: Lazard Ltd , WEX Inc , Kansas City Southern Inc , Balchem Corp , Quanta Services Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for evsex investment picks
  • Holdings: Zions Bancorp , Arch Capital Group Ltd , Gannett Co Inc , Western Alliance Bancorp , American Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for maisx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
Sign-up for omiax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Intel Corp , Exxon Mobil Corporation , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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Funds From: dalvx - Dunham Large Cap Value A - Large Value to eaeax - Eaton Vance Tx-Mgd Eq Asset Allc A - Large Blend
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