Funds From: GPIFX - GuidePath Fixed Income Allocation Svc - Intermediate-Term Bond to agicx - AllianceBern Tx Mgd Bal Wlth St C - Conservative Allocation


  • Holdings: Bank of America Corporation , JPMorgan Chase & Co , Citigroup Inc , Berkshire Hathaway Inc Class B , U.S. Bancorp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Netflix Inc , Crown Castle International Corp , Vertex Pharmaceuticals Inc , Kroger Co , Intuit Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Amgen Inc , Johnson & Johnson , Roche Holding AG Dividend Right Cert. ,
  • Category: World Stock
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electnc Pfd , Oversea-Chinese Banking Corp Ltd , Jardine Strategic Holdings Ltd , Rio Tinto PLC , HSBC Holdings PLC ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Catalent Inc , Athlon Energy Inc , VCA Inc , Symetra Financial Corp , AMERISAFE Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , BHP Billiton PLC , Vale SA ADR , Praxair Inc , Potash Corp of Saskatchewan Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Mitsubishi Estate , Mitsui Fudosan Co Ltd , Advance Residence Investment Corp , Sun Hung Kai Properties Ltd , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: AbbVie Inc , LyondellBasell Industries NV , Morgan Stanley , Time Warner Inc , Carrefour ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for GGEIX investment picks
  • Holdings: Astellas Pharma Inc , Japan Tobacco Inc , Hoya Corp , Rakuten, Inc. , East Japan Railway Co ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
Sign-up for FPJAX investment picks
  • Holdings: Skyworks Solutions Inc , Equinix Inc , Advance Auto Parts Inc , SL Green Realty Corp , Henry Schein Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Itau Unibanco Holding S.A. , America Movil SAB de CV ADR , Ambev SA ADR , Fomento Economico Mexicano SAB de CV ADR , Petroleo Brasileiro SA Petrobras ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Isis Pharmaceuticals , Brunswick Corp , RF Micro Devices Inc , Triquint Semiconductor , Office Depot Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for gmsrx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , General Electric Co , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Morgan Stanley , Lennar Corp , DR Horton Inc , Citigroup Inc , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for nebgx investment picks
  • Holdings: Microsoft Corp , Samsung Electronics Co Ltd , Roche Holding AG Dividend Right Cert. , Citigroup Inc , Comcast Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Home Depot Inc , Gilead Sciences Inc , Facebook Inc Class A , Google Inc Class C ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , Aetna Inc , Apple Inc , Microsoft Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for valex investment picks
  • Holdings: UnitedHealth Group Inc , Microsoft Corp , Medtronic Inc , Walgreen Co , American Express Co ,
  • Category: Large Blend
Sign-up for vnsax investment picks
  • Holdings: JPMorgan Chase & Co , Union Pacific Corp , Microchip Technology Inc , Home Depot Inc , Anheuser-Busch Inbev SA ADR ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for wdvyx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
Sign-up for fnypx investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , HCP Inc , Essex Property Trust Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for fhebx investment picks
  • Holdings: Northern Trust Corp , Electronic Arts Inc , Intuitive Surgical Inc , Microchip Technology Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for UNEYX investment picks
  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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Funds From: GPIFX - GuidePath Fixed Income Allocation Svc - Intermediate-Term Bond to agicx - AllianceBern Tx Mgd Bal Wlth St C - Conservative Allocation
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