Funds From: btbfx - Boston Trust Asset Management to dtmix - DFA Tax-Managed International Value


  • Holdings: US Treasury Note 2.75% , FFCB 2.625% , Exxon Mobil Corporation , Apple Inc , Sigma-Aldrich Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for btbfx investment picks
  • Holdings: Vivendi SA , Fomento de Constr y Contratas SA , NN Group NV , Sky Deutschland AG Tendered act . , Ambac Financial Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for evgix investment picks
  • Holdings: Republic Services Inc Class A , PPL Corp , Alliant Energy Corp , Allstate Corp , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for jdprx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for dsicx investment picks
  • Holdings: SEI Large Cap A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI International Equity A (SIT) , SEI Emerging Markets Debt A (SIT) , SEI High Yield Bond A (SIMT) ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ssgax investment picks
  • Holdings: Bristol-Myers Squibb Company , Microsoft Corp , AstraZeneca PLC , Anheuser-Busch Inbev SA , BlackRock Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for fiisx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for jhrbx investment picks
  • Holdings: Mini Msci Eafe Sep14 Ifus 20140919 , Credit Suisse Group , Intesa Sanpaolo , BNP Paribas , Lloyds Banking Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for swoix investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for dgccx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Amgen Inc , Gilead Sciences Inc , Kroger Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aznix investment picks
  • Holdings: Progressive Corp , Linear Technology Corp , Northern Trust Corp , Moody's Corporation , Torchmark Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for gtavx investment picks
  • Holdings: Westinghouse Air Brake Technologies Corp , Church & Dwight Company, Inc. , Ross Stores Inc , T. Rowe Price Group Inc , W W Grainger Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for btmfx investment picks
  • Holdings: Apple Inc , Google Inc , American Tower Corp , Google Inc Class A , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jraix investment picks
  • Holdings: Actavis PLC , SBA Communications Corp , NXP Semiconductors NV , Medivation Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for vgrdx investment picks
  • Holdings: SEI Large Cap A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI International Equity A (SIT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI US Fixed Income A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for smgsx investment picks
  • Holdings: Check Point Software Technologies Ltd , UnitedHealth Group Inc , Comcast Corp Class A , Directv , HCA Holdings Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for bopix investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
Sign-up for einyx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fgatx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
Sign-up for ppsax investment picks
  • Holdings: LyondellBasell Industries NV , Apple Inc , Bank of America Corporation , Symantec Corp , Sanofi ADR ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for fslsx investment picks
  • Holdings: TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl , TIAA-CREF International Eq Instl , TIAA-CREF International Opps Instl ,
  • Category: Large Growth
Sign-up for tsarx investment picks
  • Holdings: DFA International Small Cap Value I , DFA International Value III , DFA Emerging Markets I , DFA Large Cap International I , DFA Emerging Markets Small Cap I ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
Sign-up for fmnex investment picks
  • Holdings: Edwards Lifesciences Corp , Visa Inc Class A , TD Ameritrade Holding Corp , Arrow Electronics Inc , O'Reilly Automotive Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mrlsx investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , Mettler-Toledo International Inc , Amphenol Corp Class A , Cepheid ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for liacx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , Tencent Holdings Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for fhktx investment picks
  • Holdings: PT Sarana Menara Nusantara Tbk , Facebook Inc Class A , Google Inc Class C , Amazon.com Inc , TAL Education Group ADR ,
  • Category: World Stock
Sign-up for bgafx investment picks
  • Holdings: Fidelity® Short-Term Bond , Fidelity® Total Bond , Fidelity® Strategic Real Return , Fidelity® Government Income , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for firjx investment picks
  • Holdings: JPMorgan High Yield R6 , JPMorgan Intrepid International Inst , JPMorgan Realty Income Instl , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Markets Debt R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdvax investment picks
  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert Small Cap I , Calvert International Equity I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for cmaax investment picks
  • Holdings: BP PLC ADR , Novartis AG , Royal Dutch Shell PLC ADR Class B , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dtmix investment picks
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Funds From: btbfx - Boston Trust Asset Management to dtmix - DFA Tax-Managed International Value
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