Funds From: sapyx - ClearBridge Appreciation I to hvsbx - American Funds Global Small Cap HLS IB


  • Holdings: Walt Disney Co , Comcast Corp Class A , Apple Inc , Travelers Companies Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sapyx investment picks
  • Holdings: Cintas Corp , NewMarket Corp , Deckers Outdoor Corp , Energizer Holdings Inc , M&T Bank Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for tmcjx investment picks
  • Holdings: Hill International Inc , Vasco Data Security International Inc , Atlas Financial Holdings Inc , John B Sanfilippo & Son , Motorcar Parts of America Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for prcgx investment picks
  • Holdings: TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for tcypx investment picks
  • Holdings: Hutchison Whampoa Ltd , BHP Billiton PLC , Henkel Ag&Co. Kgaa Pfd , British American Tobacco PLC , Prudential PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for twwdx investment picks
  • Holdings: Dryden Core Invt , 5 Year US Treasury Note Future Sept14 , Apple Inc , Exxon Mobil Corporation , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for palrx investment picks
  • Holdings: VALIC Company I Stock Index , VALIC Company I Foreign Value , VALIC Company I International Equities , VALIC Company II Mid Cap Value , VALIC Company I Blue Chip Growth ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vaglx investment picks
  • Holdings: Cr Suisse S&P500 Bullet Swap ,
  • Category: Trading-Leveraged Equity
Sign-up for dxslx investment picks
  • Holdings: MetLife Inc , Merck & Co Inc , Apple Inc , Digital Realty Trust Inc , Royal Dutch Shell PLC ADR Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pqubx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for tixrx investment picks
  • Category: Emerging Markets Bond
Sign-up for akfix investment picks
  • Holdings: MetLife Inc , Williams Companies Inc , FMC Corporation , Martin Marietta Materials Inc , Adobe Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for aqeix investment picks
  • Category: Bank Loan
Sign-up for fdhax investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Growth Advantage R5 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for jttzx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fcncx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for wtcox investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for ncoix investment picks
  • Holdings: Mitsui Fudosan Co Ltd , Simon Property Group Inc , Mitsubishi Estate , Host Hotels & Resorts Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for icrnx investment picks
  • Holdings: Topix Indx Futr Sep14 , Credit Suisse Group , BNP Paribas , UniCredit SpA , Kering ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fgfax investment picks
  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for slbax investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for gwpex investment picks
  • Holdings: Topix Indx Futr Sep14 , Credit Suisse Group , BNP Paribas , UniCredit SpA , Kering ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fgfbx investment picks
  • Holdings: Neuberger Berman Socially Rspns Inst , Parnassus Core Equity Institutional , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for pagax investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd Class N , Kia Motors Corp , Cognizant Technology Solutions Corp Class A , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for memgx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for mmhix investment picks
  • Holdings: US Treasury TIP , Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A , Total SA ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for amtox investment picks
  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , Johnson & Johnson , Loews Corp , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for jvasx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for ffxix investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
Sign-up for ptcix investment picks
  • Holdings: American Funds IS® Global Sm Cap 1 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for hvsbx investment picks
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Funds From: sapyx - ClearBridge Appreciation I to hvsbx - American Funds Global Small Cap HLS IB
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