Funds From: atoax - Alpine Ultra Short Tax Optimized Inc A to oacix - Oppenheimer Conservative Inv A


  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Biogen Idec Inc , Bristol-Myers Squibb Company , Cubist Pharmaceuticals Inc , Novartis AG ADR , Pfizer Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
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  • Holdings: Merck & Co Inc , American International Group Inc , Bristol-Myers Squibb Company , Qualcomm Inc , Priceline Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: United Rentals Inc , NXP Semiconductors NV , Perrigo Co PLC , SM Energy Co , Quanta Services Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Overseas Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Thermo Fisher Scientific Inc , JPMorgan Chase & Co , Total SA , Express Scripts ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Johnson & Johnson , Gilead Sciences Inc , ConocoPhillips ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: British American Tobacco PLC ADR , Coca-Cola Co , Procter & Gamble Co , CVS Caremark Corp , Kroger Co ,
  • Category: Consumer Defensive
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Altegris Equity Long Short I , Altegris Fixed Income Long Short I , Altegris Futures Evolution Strategy I , Altegris Managed Futures Strategy I , Altegris Macro Strategy I ,
  • Category: Multialternative
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: FPA Crescent , BlackRock Global Allocation Instl , PIMCO Short-Term Instl , Diamond Hill Long-Short Y , MainStay Marketfield I ,
  • Category: Multialternative
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  • Holdings: Merck & Co Inc , Lorillard Inc , Lockheed Martin Corp , Eli Lilly and Co , Reynolds American Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares MSCI Emerging Markets , OAO Gazprom ADR , OAO Lukoil ADR , Samsung Electronics Co Ltd , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank of Montreal , Canadian Oil Sands Ltd , CenturyLink Inc , Transocean Ltd , Deutsche Telekom AG ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for ofdax investment picks
  • Holdings: SPDR Barclays Capital Convertible Secs , SPDR Barclays High Yield Bond , Rambus Inc Del 144A Cv 1.125% , Intermune Cv 2.5% , Nuvasive Cv 2.75% ,
  • Category: Convertibles
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Unibail-Rodamco SE , Host Hotels & Resorts Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Portfolio Recovery Associates Inc , Cardtronics Inc , Aspen Technology Inc , Hain Celestial Group Inc , H&E Equipment Services Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard European Stock Index ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.625% , US Treasury Note 0.5% , US Treasury Note 0.875% , US Treasury Note 1.375% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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Funds From: atoax - Alpine Ultra Short Tax Optimized Inc A to oacix - Oppenheimer Conservative Inv A
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