Funds From: gslax - Goldman Sachs Large Cap Value A LW - Large Value to scbbx - QS Legg Mason Lifestyle Allocation 50% B - Conservative Allocation


  • Holdings: General Electric Co , Bank of America Corporation , Pfizer Inc , JPMorgan Chase & Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
Sign-up for htrax investment picks
  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Kohl's Corp , Forest City Enterprises Cv 4.25% , United Rentals Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dcsbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for istsx investment picks
  • Holdings: AXA SA , Novartis AG , Taiwan Semiconductor Manufacturing Co Ltd , EDP - Energias de Portugal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for igicx investment picks
  • Holdings: Greencore Group PLC , Teva Pharmaceutical Industries Ltd ADR , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Tencent Holdings Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pmiex investment picks
  • Holdings: Bank of the Ozarks Inc , Affiliated Managers Group Inc , AmTrust Financial Services Inc , OSI Systems Inc , PRA Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cngex investment picks
  • Holdings: GMO International Equity IV , GMO Asset Allocation Bond VI , GMO US Equity Allocation VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
Sign-up for fmuux investment picks
  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for cnpax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Facebook Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mgndx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for fmtax investment picks
  • Holdings: Apple Inc , American Tower Corp , Costco Wholesale Corp , Amazon.com Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ggrax investment picks
  • Holdings: Brookfield Asset Management Inc Class A , Berkshire Hathaway Inc Class B , Microsoft Corp , Nestle SA ADR , Starbucks Corp ,
  • Category: Large Growth
Sign-up for PBCKX investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for pdlax investment picks
  • Holdings: Apple Inc , Qualcomm Inc , EMC Corp , Amazon.com Inc , LinkedIn Corp Class A ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for gistx investment picks
  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Large-Cap Value P , PL Inflation Managed P , PL Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pobbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ilbpx investment picks
  • Holdings: Apple Inc , MetLife Inc , Kroger Co , Merck & Co Inc , ACE Ltd ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for peinx investment picks
  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for wshbx investment picks
  • Holdings: Nitto Denko Corporation , China Resources Power Holdings Co Ltd , Tata Motors Ltd ADR , Nomura Research Institute Ltd. , Fuji Heavy Industries Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ppisx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for wftfx investment picks
  • Holdings: MasterCard Inc Class A , American Airlines Group Inc , Citigroup Inc , Verizon Communications Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for ifcsx investment picks
  • Holdings: First American Financial Corp , Western Union Co , Bristow Group Inc , Stanley Black & Decker Inc , Northern Trust Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for MXMCX investment picks
  • Holdings: GuideStone Funds Low-Duration Bond Inv , GuideStone Funds Inflation Prot Bd Inv , GuideStone Funds Low-Duration Bond Instl , GuideStone Funds Defensv Mkt Strats Inv , GuideStone Funds Flexible Income Inv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gfizx investment picks
  • Holdings: Apple Inc , Naspers Ltd Class N , Google Inc Class A , Azimut Hldg S.P.A Cv 2.125% , Johnson & Johnson ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cgcix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for eimdx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for rayox investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scbbx investment picks
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Funds From: gslax - Goldman Sachs Large Cap Value A LW - Large Value to scbbx - QS Legg Mason Lifestyle Allocation 50% B - Conservative Allocation
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