Funds From: swscx - Schwab Small-Cap Equity to prinx - T. Rowe Price Summit Municipal Inc


  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Stone Energy Corp , Aspen Technology Inc , ARRIS Group Inc , International Rectifier ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for swscx investment picks
  • Holdings: Newfield Exploration Co , Hanesbrands Inc , URS Corp , Centene Corp , Clean Harbors Inc ,
  • Category: Mid-Cap Blend
Sign-up for ssecx investment picks
  • Holdings: Land Securities Group PLC , AvalonBay Communities Inc , Unibail-Rodamco SE , LaSalle Hotel Properties , Simon Property Group Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for asrax investment picks
  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rwibx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for jreox investment picks
  • Holdings: DCC PLC , Cielo SA , Aryzta AG , IG Group Holdings PLC , Onex Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for agacx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for dfihx investment picks
  • Holdings: Procter & Gamble Co , Coca-Cola Co , PepsiCo Inc , Philip Morris International Inc , Altria Group Inc ,
  • Category: Consumer Defensive
  • Morningstar Rating: 4 Stars
Sign-up for rycax investment picks
  • Holdings: Liberty Mut Grp 144A FRN , Mcdermott Intl 144A 8% , Ares Capital Corporation , Kemper Corp Del Pfd , Apollo Global Management LLC Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nwqcx investment picks
  • Holdings: Altria Group Inc , Philip Morris International Inc , Verizon Communications Inc , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for caifx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Prologis Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for igrex investment picks
  • Holdings: Walt Disney Co , Linde AG , Reckitt Benckiser Group PLC , Nestle SA , Time Warner Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for meqrx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jalrx investment picks
  • Holdings: iShares Russell 1000 Growth , Vanguard Growth ETF , Vanguard Value ETF , iShares MSCI EAFE , iShares Russell 1000 Value ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sdeax investment picks
  • Holdings: Mtn Group Ltd , Consolidated Infrastructure Group Ltd , Aspen Pharmacare Holdings PLC , Uac Of Nigeria PLC , Afrimat Ltd ,
  • Category: Miscellaneous Region
Sign-up for nafcx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for fhigx investment picks
  • Holdings: PPG Industries Inc , Graco Inc , Valspar Corp , 3M Co , Eaton Corp PLC ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mvpfx investment picks
  • Holdings: Microsoft Corp , Wal-Mart Stores Inc , Coca-Cola Co , Arca Continental SAB de CV , Coca Cola Embonor SA, SAntiago ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cobyx investment picks
  • Holdings: DFA US Large Cap Value III , DFA US Small Cap Value I , DFA US Micro Cap I , DFA US Small Cap I , DFA US Large Company I ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fmuex investment picks
  • Holdings: Amgen Inc , Gilead Sciences Inc , Starbucks Corp , Google Inc Class A , Ameriprise Financial Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for fcakx investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for psblx investment picks
  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , iShares TIPS Bond , BlackRock Russell 1000 Index T ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for lpbkx investment picks
  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , Trinity Industries Inc , Federated Investors, Inc. Class B , AllianceBernstein Holding L.P. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rytfx investment picks
  • Holdings: Wells Fargo & Co , CVS Caremark Corp , American International Group Inc , Time Warner Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for secix investment picks
  • Holdings: Linear Technology , Molson Coors Brewing Co , Progressive Corp , Northern Trust Corp , Torchmark Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for gtavx investment picks
  • Holdings: JPMorgan Chase & Co , M&T Bank Corp , U.S. Bancorp , Wells Fargo & Co , PNC Financial Services Group Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for frbax investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for macix investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , iShares TIPS Bond , Master Small Cap Index ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for sawax investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Pfizer Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for oiefx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for prinx investment picks
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Funds From: swscx - Schwab Small-Cap Equity to prinx - T. Rowe Price Summit Municipal Inc
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