Funds From: ihabx - Hartford Balanced B - Moderate Allocation to HYSCX - Prudential Short Dur Hi Yld Inc C - High Yield Bond


  • Holdings: Fed Natl Mort Assc 4.5% , US Treasury Note 0.5% , Wells Fargo & Co , JPMorgan Chase & Co , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Team Health Holdings Inc , Guidewire Software Inc , Brunswick Corp , Medivation Inc , Pacira Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , Novartis AG ADR , JPMorgan Chase & Co , Chevron Corp , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Manhattan Associates Inc , SBA Communications Corp , Jack In The Box Inc , CoStar Group Inc , Westinghouse Air Brake Technologies Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Novartis AG ADR , Heineken NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , 2 Year US Treasury Note Future Dec14 , MSCI EAFE Index Future Sept14 , 5 Year US Treasury Note Future Dec14 , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Hitachi Ltd , Teva Pharmaceutical Industries Ltd ADR , Sumitomo Mitsui Financial Group Inc , AXA SA , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Apple Inc , Gilead Sciences Inc , Salesforce.com Inc , MasterCard Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , CVS Health Corp , DISH Network Corp , Time Warner Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for sinox investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Royal Dutch Shell PLC ADR Class A , Chevron Corp , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: SBA Communications Corp , Alexion Pharmaceuticals Inc , Lions Gate Entertainment Corp , Citrix Systems Inc , Monotype Imaging Holdings Inc ,
  • Category: Mid-Cap Growth
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  • Holdings: Canadian Pacific Railway Ltd , Applied Materials Inc , Bank of America Corporation , Citigroup Inc , Shire PLC ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: E*Trade Financial Corp , Allegiant Travel Co LLC , Treehouse Foods Inc , RCS Capital Corp Class A , Platform Specialty Products Corp ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Chase & Co , Union Pacific Corp , Microchip Technology Inc , Home Depot Inc , Anheuser-Busch Inbev SA ADR ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Ashtead Group PLC , Novartis AG , ING Groep N.V. , Safran SA , Royal Dutch Shell PLC Class A ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
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  • Holdings: Halliburton Co , Schlumberger NV , Dow Chemical Co , Canadian Pacific Railway Ltd , BHP Billiton PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Coronation Fund Managers Ltd , Melco Crown(Philippines)Resorts Corp , JSC Halyk Savings Bank of Kazakhstan GDR , Rand Merchant Insurance Holdings Ltd , Zee Entertainment Enterprises Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: Ivy Emerging Markets Equity I , Ivy International Core Equity I , Ivy International Growth I , Ivy Global Income Allocation I , Ivy European Opportunities I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ivtyx investment picks
  • Holdings: Monsanto Co , E I du Pont de Nemours & Company , Dow Chemical Co , LyondellBasell Industries NV , Praxair Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for rybmx investment picks
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Funds From: ihabx - Hartford Balanced B - Moderate Allocation to HYSCX - Prudential Short Dur Hi Yld Inc C - High Yield Bond
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