Funds From: gcaex - Gabelli Equity Income A - Large Blend to pcotx - Pioneer Core Equity C - Large Blend


  • Holdings: CVS Health Corp , Genuine Parts Co , Home Depot Inc , Wells Fargo & Co , Bank of New York Mellon Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia US Treasury Index I , Columbia Infl Protected Secs I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Electronic Arts Inc , SBA Communications Corp , Alliance Data Systems Corp , Avago Technologies Ltd , Constellation Brands Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: O'Reilly Automotive Inc , Interpublic Group of Companies, Inc , Diebold Inc , PNM Resources Inc , Curtiss-Wright Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Oracle Corporation , Procter & Gamble Co , Wells Fargo & Co , Coca-Cola Co , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Viacom Inc Class A , CBS Corp Class A , American Express Co , Honeywell International Inc , Madison Square Garden Co Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE , Roche Holding AG Dividend Right Cert. , Royal Dutch Shell PLC Class B , Banco Santander SA , AstraZeneca PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Directv , DISH Network Corp , Verizon Communications Inc , United States Cellular Corp , KDDI Corp ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
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  • Holdings: Casey's General Stores Inc , Clarcor Inc , Steris Corp , Potlatch Corp , Owens & Minor Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Wells Fargo & Co , CVS Health Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , Housing Development Finance Corp Ltd , Infosys Ltd , Tencent Holdings Ltd , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Electronic Arts Inc , Northern Trust Corp , Intuitive Surgical Inc , Mead Johnson Nutrition Co , Expeditors International of Washington Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Afes Fund Limited Cfc , FNMA 3% , FNMA 3.5% , FNMA 3% , US Treasury Bond 3.625% ,
  • Category: Managed Futures
  • Morningstar Rating: 5 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: TransAlta Renewables Inc. , National Grid PLC ADR , Transurban Group , Dominion Resources Inc , Exelon ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone International Fixed Inc Inst , Touchstone Flexible Income Instl , Touchstone Active Bond Institutional ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: LKQ Corp , CoStar Group Inc , ExamWorks Group Inc , The Middleby Corp , Restoration Hardware Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , AllianzGI Best Styles US Equity R6 , PIMCO Real Return Instl , PIMCO Income Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , DBS Group Holdings Ltd , Deutsche Bank Ag/London , Tencent Holdings Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Costco Wholesale Corp , American Tower Corp , Equinix Inc , Whole Foods Market Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Intrepid International Inst , JPMorgan High Yield R6 , JPMorgan Realty Income Instl , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Markets Debt R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for hicmx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Bank of America Corporation , AbbVie Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: gcaex - Gabelli Equity Income A - Large Blend to pcotx - Pioneer Core Equity C - Large Blend
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