Funds From: iivlx - Transamerica Small/Mid Cap Value C to jwsfx - Jacob Wisdom


  • Holdings: Webster Financial Corp , Level 3 Communications Inc , Raymond James Financial Inc , Liberty Property Trust , BioMed Realty Trust Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for iivlx investment picks
  • Holdings: Madison Core Bond Y , Metropolitan West Total Return Bond I , Schwab Fdmtl US Lg Co Idx , Madison Large Cap Value Y , Madison Large Cap Growth Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for mmdrx investment picks
  • Holdings: Voya Multi-Manager International Eq I , Voya Large Cap Growth Port I , VY T. Rowe Price Growth Equity I , Voya Large Cap Value R6 , Voya International Core I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for israx investment picks
  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for parjx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Intel Corp , Alliance Data Systems Corp ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for bgscx investment picks
  • Holdings: Jardine Strategic Holdings Ltd , Swire Pacific Ltd Class B , AIA Group Ltd , HSBC Holdings PLC , MTR Corp Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for gopix investment picks
  • Category: Emerging Markets Bond
Sign-up for trecx investment picks
  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA US Core Equity 1 I , DFA Emerging Markets Core Equity I , DFA Real Estate Securities I ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for dgerx investment picks
  • Holdings: Apple Inc , MetLife Inc , Merck & Co Inc , ACE Ltd , Digital Realty Trust Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for peiqx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Celgene Corp , Mondelez International Inc Class A , Applied Materials Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for precx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Salesforce.com Inc , AbbVie Inc , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for pgwax investment picks
  • Holdings: Roche Holding AG ADR , Astellas Pharma Inc , BlackRock Inc , Novartis AG ADR , KLA-Tencor Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for fflax investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl , Nationwide Portfolio Complt Instl ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for ntdtx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electnc Pfd , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for jetax investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for dfgfx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for nwlax investment picks
  • Holdings: Apple Inc , Home Depot Inc , Gilead Sciences Inc , MasterCard Inc Class A , O'Reilly Automotive Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for lcgnx investment picks
  • Holdings: Markel Corporation , Omnicom Group Inc , Leucadia National Corp , E*Trade Financial Corp , Willis Group Holdings PLC ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for overx investment picks
  • Holdings: Skyworks Solutions Inc , Hain Celestial Group Inc , Jarden Corp , Affiliated Managers Group Inc , Tractor Supply Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for hmcax investment picks
  • Holdings: Liberty Global PLC Class C , Chemtura Corp , Methanex Corp , O'Reilly Automotive Inc , EchoStar Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for gwscx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for ltmcx investment picks
  • Holdings: Ser Commod Ret Cayman Ltd , Deutsche Bk Ag FRN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for fcssx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for osdyx investment picks
  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corp , Duke Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for creax investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Real Return Instl , PIMCO Income Instl , AllianzGI Short Duration High Inc Instl , AllianzGI US Managed Volatility Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for agrax investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
Sign-up for fhfax investment picks
  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Credit Bond , iShares MBS , PowerShares Senior Loan ETF , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Multialternative
Sign-up for sttix investment picks
  • Holdings: Pimco Cayman Commodity Fund Iii Ltd , 10 Year US Treasury Note Future Dec14 , France (Govt Of) Oate I/L , Euro BOBL Future Dec14 , US Treasury TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for pcpcx investment picks
  • Holdings: Wells Fargo & Co , Medtronic Inc , Oracle Corporation , Target Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tvlyx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , CR Bard Inc , International Business Machines Corp , Banco Latinoamericano de Comercio Exterior SA Class E ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for jwsfx investment picks
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Funds From: iivlx - Transamerica Small/Mid Cap Value C to jwsfx - Jacob Wisdom
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