Funds From: FDHCX - First Trust Short Duration High Inc C - Bank Loan to nbsax - State Farm Equity & Bond A Load Waived - Moderate Allocation


  • Holdings: Google Inc Class A , American Express Co , Bank of New York Mellon Corp , Wells Fargo & Co , Berkshire Hathaway Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Deutsche Telekom AG ADR , Intel Corp , Microchip Technology, Inc. , Crosstex Energy, Inc , Cliffs Natural Resources Inc. ,
  • Category: Aggressive Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ipisx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Large Cap Value III Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
Sign-up for ptbax investment picks
  • Holdings: Total SA , AstraZeneca PLC , Royal Dutch Shell PLC Class A , BP PLC , Banco Santander SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: -1 Stars
Sign-up for jicex investment picks
  • Holdings: Ingram Micro, Inc. Class A , Tech Data Corporation , Mantech International Corp Class A , Avnet Inc , Arrow Electronics Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for rymmx investment picks
  • Holdings: Vodafone Group PLC , Novartis AG , Roche Holding AG , Baxter International Inc. , Eni SpA ,
  • Category: World Allocation
Sign-up for HDAVX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mucax investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , British Land Co PLC , Sun Hung Kai Properties, Ltd. , Boston Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for dgrox investment picks
  • Holdings: Amazon.com Inc , Apple Inc , Google Inc Class A , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tsgwx investment picks
  • Holdings: Japanese Government Cpi Linked Bond Series 17 , Germany (Federal Republic Of) 1.88573% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% , US Treasury TIP ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cbacx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 2 Stars
Sign-up for exmax investment picks
  • Holdings: Aryzta AG , Toyota Motor Corp , Teva Pharmaceutical Industries Ltd ADR , Nordea Bank AB , Novartis AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for degcx investment picks
  • Holdings: Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2041-2045
Sign-up for MTUKX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mdvax investment picks
  • Holdings: Halliburton Company , Schlumberger NV , LyondellBasell Industries NV , Noble Energy Inc , Valero Energy Corporation ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for sepix investment picks
  • Holdings: Marathon Petroleum Corp , Western Digital Corporation , HollyFrontier Corp , Northrop Grumman Corp , Raytheon Company ,
  • Category: Large Blend
Sign-up for CLTAX investment picks
  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward International Dividend Instl , Forward EM Corporate Debt Institutional , Forward Total MarketPlus Z , Forward Select EM Dividend Institutional ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aobax investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for dibax investment picks
  • Holdings: CommonWealth REIT , Microsoft Corporation , DineEquity Inc , Qualcomm, Inc. , NeuStar, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for dveax investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , Legg Mason Strategic Real Return IS , Legg Mason Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sbcpx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
Sign-up for vnyyx investment picks
  • Holdings: j2 Global Inc , Heartland Payment Systems, Inc. , MSCI, Inc. , DineEquity Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dfcix investment picks
  • Holdings: Apple Inc , Google Inc Class A , Northrop Grumman Corp , Visa, Inc. Class A , Amdocs Ltd. ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for stpix investment picks
  • Holdings: Wells Fargo & Co , Home Depot, Inc. , Union Pacific Corp , American Tower Corp , CBS Corporation Class B ,
  • Category: Long/Short Equity
Sign-up for ASYLX investment picks
  • Holdings: FNMA 4% TBA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2043-01-01 , CVS Caremark Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pacax investment picks
  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nbsax investment picks
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Funds From: FDHCX - First Trust Short Duration High Inc C - Bank Loan to nbsax - State Farm Equity & Bond A Load Waived - Moderate Allocation
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