Funds From: svbax - JHancock Balanced A to actwx - Columbia Acorn Select Z


  • Holdings: Apple Inc , JPMorgan Chase & Co , US Treasury Bond 3.125% , Qualcomm Inc , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Union Pacific Corp , Honeywell International Inc , Skyworks Solutions Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sleax investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mtrbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for pifzx investment picks
  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , General Electric Co , Chevron Corp , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for feiax investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Citigroup Inc , FirstEnergy Corp , United Continental Holdings Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for pbeax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for lsiix investment picks
  • Holdings: Hanover Insurance Group Inc , Endurance Specialty Holdings Ltd , Covanta Holding Corp , Emergent BioSolutions Inc , Laclede Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for ssuax investment picks
  • Holdings: SanDisk Corp , Omnicare Inc , Ameriprise Financial Inc , Juniper Networks Inc , Noble Energy Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for samvx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for agsix investment picks
  • Holdings: MIP Active Stock Master , BlackRock Russell 1000 Index T , MIP International Tilts Master Portfolio , iShares Cohen & Steers REIT , iShares International Dev Rel Est ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for lphkx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for acitx investment picks
  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mcbax investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Microsoft Corp , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for juesx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for althx investment picks
  • Holdings: Amazon.com Inc , Bank of America Corporation , Lennar Corp , Facebook Inc Class A , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for jfcax investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for redtx investment picks
  • Holdings: Host Hotels & Resorts Inc , Hartford Financial Services Group Inc , Portland General Electric Co , Fifth Third Bancorp , SL Green Realty Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cverx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Qualcomm Inc , Express Scripts , Apple Inc , Cognizant Technology Solutions Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rwgix investment picks
  • Holdings: UnitedHealth Group Inc , Walgreens Boots Alliance Inc , Microsoft Corp , Priceline Group Inc , Medtronic Inc ,
  • Category: Large Blend
Sign-up for vnsyx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for phigx investment picks
  • Holdings: Merit Medical Systems Inc , NuVasive Inc , Hospira Inc , Teleflex Inc , Rouse Properties Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for magcx investment picks
  • Holdings: Crown Holdings Inc , Schweitzer-Mauduit International, Inc. , RenaissanceRe Holdings Ltd , Helen of Troy, Ltd. , Teleflex Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cbmcx investment picks
  • Holdings: Astellas Pharma Inc , Nestle SA , Gold Bullion , Berkshire Hathaway Inc Class A , Genting Malaysia Bhd ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ivwix investment picks
  • Holdings: HSBC Holdings PLC , AstraZeneca PLC , BP PLC , Total SA , UBS Group AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for hilix investment picks
  • Holdings: JPMorgan Chase & Co , American Airlines Group Inc , Exxon Mobil Corporation , Carnival Corp , United Continental Holdings Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for npncx investment picks
  • Holdings: Sifco Industries Inc , Insteel Industries Inc , Jamba Inc , CECO Environmental , MutualFirst Financial Inc ,
  • Category: Small Blend
Sign-up for thbix investment picks
  • Holdings: 90day Euro$ Futr Mar15 , 90day Euro$ Futr Mar16 , Magellan Midstream Partners, L.P. , Energy Transfer Equity LP , US Treasury Note ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pdrdx investment picks
  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Small Cap Equity Y , Russell US Dynamic Equity Y , Russell US Core Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for reaax investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR , Mettler-Toledo International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for actwx investment picks
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Funds From: svbax - JHancock Balanced A to actwx - Columbia Acorn Select Z
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