Funds From: oreyx - Oppenheimer Real Estate Y to mopax - MainStay US Small Cap A


  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , American Campus Communities Inc , Extra Space Storage Inc , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Severn Trent PLC , Berkshire Hathaway Inc Class A , Kinnevik Investment AB , Nestle SA , Jardine Matheson Holdings Ltd ,
  • Category: Convertibles
  • Morningstar Rating: 1 Stars
Sign-up for gagcx investment picks
  • Holdings: Active Stock Master Portfolio , BlackRock CoreAlpha Bond Investor A , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Ryder System Inc , Hanover Insurance Group Inc , Cabot Corp , American Axle & Mfg Holdings Inc , Protective Life Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for drsvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for rbfax investment picks
  • Holdings: Blackrock Total Return Fund 2030 , Blackrock Large Cap Growth 2030 , Blackrock Mstr Basic Val Fund 2030 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for bipex investment picks
  • Holdings: United Technologies Corp , Boeing Co , Danaher Corp , Union Pacific Corp , Caterpillar Inc ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
Sign-up for fcltx investment picks
  • Holdings: Lam Research Corp , Synopsys Inc , Check Point Software Technologies Ltd , Apple Inc , Synaptics Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for shtcx investment picks
  • Holdings: Ann Inc , Team Health Holdings Inc , Tetra Tech Inc , Zebra Technologies Corp , Westar Energy Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Foster Wheeler AG , Applied Materials Inc , M&T Bank Corp , UNS Energy Corp , Tokyo Electron Ltd ADR ,
  • Category: Market Neutral
Sign-up for tmgcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for lhyfx investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for ipfix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for wbrrx investment picks
  • Holdings: SPDR S&P 500 , W R Grace & Co , Brown-Forman Corp Class B , Costco Wholesale Corp , Regions Financial Corp ,
  • Category: Long/Short Equity
Sign-up for elsnx investment picks
  • Holdings: Apple Inc , 5 Year US Treasury Note Future June14 , FedEx Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for csifx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 2.125% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for msfhx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Wells Fargo & Co , General Electric Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for avurx investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , iShares MSCI EAFE , Italy(Rep Of) 2.43036% , Ubs Relationship Fds ,
  • Category: Conservative Allocation
Sign-up for maiax investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pcblx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for eagix investment picks
  • Holdings: MFS® Value I , Thornburg International Value I , Eaton Vance Large-Cap Value I , Invesco Growth and Income R6 , T. Rowe Price Blue Chip Growth ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for wbggx investment picks
  • Holdings: Pfizer Inc , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Bank of America Corporation ,
  • Category: Large Blend
Sign-up for rseax investment picks
  • Holdings: Aryzta AG , Reed Elsevier PLC , British Sky Broadcasting Group PLC , British American Tobacco PLC , Total SA ,
  • Category: Europe Stock
  • Morningstar Rating: 5 Stars
Sign-up for aedyx investment picks
  • Holdings: Shiseido Co Ltd , Gree Inc , Eli Lilly and Co , St Jude Medical Inc , NetApp Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gavax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for fctfx investment picks
  • Holdings: Johnson & Johnson , Chevron Corp , Merck & Co Inc , Pfizer Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rsdfx investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds ST Bd Fd of America R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
Sign-up for cffcx investment picks
  • Holdings: SVB Financial Group , Westinghouse Air Brake Technologies Corp , Ultimate Software Group Inc , Matrix Service Co , Demandware Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for wsgrx investment picks
  • Holdings: Iconix Brand Group Inc , WellCare Health Plans Inc , Investors Bancorp Inc , Rovi Corp , iShares Russell 2000 Value ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for mopax investment picks
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Funds From: oreyx - Oppenheimer Real Estate Y to mopax - MainStay US Small Cap A
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