Funds From: cmrvx - CM Advisors Small Cap Value R - Small Value to ctvwx - Columbia Global Dividend Opportunity W - World Stock


  • Holdings: Post Holdings Inc , White Mountains Insurance Group Ltd , Orion Marine Group Inc , Cogent Communications Holdings Inc , Era Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Ivy Emerging Markets Equity I , Ivy International Core Equity I , Ivy Global Growth I , Ivy Global Income Allocation I , Ivy European Opportunities I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , American Tower Corp , Public Storage , Crown Castle International Corp ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO High Yield Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for fdbbx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
Sign-up for gcmdx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for abipx investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , SEI Investments Company , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for canix investment picks
  • Holdings: Lannett Co Inc , Take-Two Interactive Software Inc , Taser International Inc , Synergy Resources Corp , Carrizo Oil & Gas Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for gbdcx investment picks
  • Holdings: Ascendas Real Estate Inv Trust , Singapore Exchange Ltd , Challenger Ltd , Archipelago Resources PLC , Babcock International Group PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
Sign-up for crsix investment picks
  • Holdings: Verizon Communications Inc , AT&T Inc , Cisco Systems Inc , Qualcomm Inc , Crown Castle International Corp ,
  • Category: Communications
  • Morningstar Rating: 1 Stars
Sign-up for rycsx investment picks
  • Holdings: Avis Budget Group Inc , Extra Space Storage Inc , Mettler-Toledo International Inc , Ametek Inc , Nordson Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for CUSAX investment picks
  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
Sign-up for psdpx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for lccax investment picks
  • Holdings: Southern Co , General Mills Inc , Procter & Gamble Co , Kimberly-Clark Corp , Altria Group Inc ,
  • Category: Large Blend
Sign-up for f00000one9 investment picks
  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett High Yield I , Lord Abbett Emerging Markets Currency I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Mid Cap Stock I ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for lagbx investment picks
  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Citigroup Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for indzx investment picks
  • Holdings: SunTrust Banks Inc , Marriott International Inc Class A , Citigroup Inc , Carnival Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for scmlx investment picks
  • Holdings: Apollo Global Management LLC Class A , KKR & Co LP , The Adt Corporation 3.5% , Sprint Cap 8.75% , Vipshop Hldgs Cv 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for trifx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pioox investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for twwox investment picks
  • Holdings: Mltrfcf4 R Usl3m P 10/14/15 Ba , Ru10intr P Usl3m R 10/14/15 Ba , Utilities Select Sector SPDR® ETF , FNMA , FNMA 4.5% TBA ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for pdmmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for oinbx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for jrwpx investment picks
  • Holdings: Apple Inc , Canadian Pacific Railway Ltd , AIA Group Ltd , Brenntag AG , Royal Dutch Shell PLC ADR Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for jdwrx investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Real Return Instl , PIMCO Income Instl , AllianzGI Best Styles US Equity R6 , AllianzGI Short Duration High Inc Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for asrrx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Procter & Gamble Co , Nestle SA , BP PLC , Total SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for ctvwx investment picks
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Funds From: cmrvx - CM Advisors Small Cap Value R - Small Value to ctvwx - Columbia Global Dividend Opportunity W - World Stock
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