Funds From: espax - Wells Fargo Advantage Spec SmCp Val A LW - Small Value to tsitx - TIAA-CREF Lifestyle Income Institutional - Conservative Allocation


  • Holdings: First Citizens BancShares Inc (DE) Class A , Kadant Inc , Treehouse Foods Inc , Mueller Industries Inc , iShares Russell 2000 Value ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Afes Fund Limited Cfc , FNMA 3% , FNMA 3.5% , US Treasury Note 1.625% , FNMA 3.5% ,
  • Category: Managed Futures
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  • Holdings: Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 0.583 Jul 30 23 , Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 2.432 Jul 30 23 , Citi Usd Irs 0.239 May 29 43 , Citi Usd Irs 3.087 May 29 43 , Db Gbp Irs 0.593 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Lorillard Inc , Wells Fargo & Co , General Dynamics Corp , Hasbro Inc , Albemarle Corp ,
  • Category: Large Value
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  • Holdings: PHI Inc , Omega Protein Corp , Seneca Foods Corp Class A , Healthcare Services Group Inc , P AM Transportation ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apt Pipelines Ltd , Colony Financial Inc , National Grid PLC ADR , Apollo Commercial Real Estate Finance Inc , Transurban Group ,
  • Category: World Allocation
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  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , ClearBridge Aggressive Growth IS ,
  • Category: Target Date 2036-2040
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Southwest Gas Corp , Helen of Troy, Ltd. , HSN Inc , Columbia Sportswear Co ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: A P Møller-Maersk Class B , Accor SA , Koninklijke KPN NV , Metro AG , Direct Line Insurance Group PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Mead Johnson Nutrition Co , Perrigo Co PLC , Actavis PLC , Ingersoll-Rand PLC , Varian Medical Systems Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Income Instl , PIMCO Real Return Instl , PIMCO 1-5 Year US TIPS Index ETF , PIMCO Senior Floating Rate Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2021-2025
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  • Holdings: Lehman Brothers Holdings Claim , Spirit Realty Capital Inc , Transocean Ltd , Vodafone Group PLC , Sorenson Communications Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Mobile Mini Inc , On Assignment Inc , The Middleby Corp , H&E Equipment Services Inc , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
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  • Holdings: FNMA 0.875% , FHLMC 2.375% , FNMA 0.5% , Hess Corp , FHLMC 2% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mncrx investment picks
  • Holdings: Verizon Communications Inc , Merck & Co Inc , Lorillard Inc , HSBC Holdings PLC ADR , BP PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for IYIAX investment picks
  • Holdings: Yes Bank Ltd , Topdanmark , Qualicorp SA , Provident Financial PLC , Hays PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for evsgx investment picks
  • Holdings: Google Inc Class A , TGS-NOPEC Geophysical Co ASA , Fugro , Franklin India Growth R6 , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Cadence Design Systems Inc , Genworth Financial Inc , CMS Energy Corp , American Water Works Co Inc , PolyOne Corp ,
  • Category: Small Value
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  • Holdings: iShares US Technology , Financial Select Sector SPDR® ETF , SPDR S&P 500 , Health Care Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF ,
  • Category: Large Blend
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for gfrax investment picks
  • Holdings: PIMCO EqS® Emerging Markets Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Bond Instl , PIMCO Emerging Markets Corp Bd Instl , Eem Us Trs Equity 3ml-10 Bps ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Home Depot Inc , Chevron Corp , BlackRock Inc , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for czoax investment picks
  • Holdings: PIMCO Emerging Markets Currency Instl , Fin Fut Euro$ Cme 12/14/15 , US Treasury TIP , US TREASURY TIP , US Treasury TIP ,
  • Category: Tactical Allocation
Sign-up for pqrmx investment picks
  • Holdings: TIAA-CREF Short-Term Bond Inst , TIAA-CREF Bond Plus Inst , TIAA-CREF Bond Instl , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Conservative Allocation
Sign-up for tsitx investment picks
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Funds From: espax - Wells Fargo Advantage Spec SmCp Val A LW - Small Value to tsitx - TIAA-CREF Lifestyle Income Institutional - Conservative Allocation
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