Funds From: eifax - Eaton Vance Floating-Rate Advantage I to devcx - Delaware Small Cap Value C


  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
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  • Holdings: Gold Commodity In Ounces , Grupo Televisa SAB ADR , SMC Corp , Keyence Corp , Fanuc Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , EOG Resources Inc , Union Pacific Corp , Martin Marietta Materials Inc , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: The Middleby Corp , Acuity Brands Inc , Acadia Healthcare Co Inc , Trex Co Inc , Envestnet Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EMU , iShares iBoxx $ Invst Grade Crp Bond , iShares MSCI Emerging Markets , iShares iBoxx $ High Yield Corporate Bd , iShares MBS ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Thrivent Partner Worldwide Allocation I , Thrivent Large Cap Value I , Thrivent Large Cap Growth I , S&P 500 Index Future Sept14 , E-mini S&P MidCap 400 Index Future Sept14 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Noble Energy Inc , Halliburton Co , Anadarko Petroleum Corp , Concho Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: MFA Financial Inc , Equity Lifestyle Properties Inc , Acadia Realty Trust , Ventas Inc , Lexington Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Glencore PLC , Prudential PLC , Sumitomo Mitsui Financial Group Inc , Sampo Oyj Class A , Unilever PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: High Yield Bond Portfolio , Emerging Markets Fixed Income Core Fund , Federated Mortgage Core Portfolio , Total SA ADR , United Tech ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Straits Trading Co Ltd , Weyerhaeuser Co , White Mountains Insurance Group Ltd , Hutchison Whampoa Ltd , Telefonica Deutschland Holding AG ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Wells Fargo & Co , Johnson & Johnson , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for acllx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Inflation Managed Bond R6 , JPMorgan Corporate Bond R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for jsrax investment picks
  • Holdings: SL Green Realty Corp , Henry Schein Inc , Energizer Holdings Inc , Packaging Corp of America , Jarden Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Blackrock Master International Portfolio Of Blackrock Master Llc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Italy(Rep Of) 4.5% ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for psprx investment picks
  • Holdings: PIMCO Income Instl , PIMCO Floating Income Instl , AllianzGI Short Duration High Inc Instl , AllianzGI Best Styles Global Eq R6 , PIMCO 1-5 Year U.S. TIPS ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Holdings: Roche Holding AG , Novartis AG , Nestle SA , Samsung Electnc Pfd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: East West Bancorp Inc , Whiting Petroleum Corp , ITT Corp , Helix Energy Solutions Group Inc , Chemtura Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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Funds From: eifax - Eaton Vance Floating-Rate Advantage I to devcx - Delaware Small Cap Value C
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