Funds From: svaix - Federated Strategic Value Dividend Instl to dvrix - MFS Global Alternative Strategy I


  • Holdings: Altria Group Inc , AT&T Inc , Kraft Foods Group Inc , Southern Co , Duke Energy Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Allied World Assurance Co Holdings AG , PTC Inc , Wesco International Inc , AECOM Technology Corp , Cleco Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Danone , KDDI Corp , Nestle SA , Kao Corp , Reckitt Benckiser Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Celgene Corp , Home Depot Inc , Time Warner Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Home Depot Inc , Priceline Group Inc , Amazon.com Inc , TJX Companies , L Brands Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Lions Gate Entmt Cv 1.25% , Lions Gate Entmnt 5.25% , Microsoft Corp , AT&T Inc , ConocoPhillips ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Oracle Corporation , Qualcomm Inc , Visa Inc Class A , Cisco Systems Inc , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.25% , US Treasury Note 1.375% , CBS Corp Class B , Boeing Co , LyondellBasell Industries NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: E-L Financial Corporation Limited , Federated Investors, Inc. Class B , Bank of Hawaii Corporation , Trinity Industries, Inc. , Cabot Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Mid-Cap , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for phdax investment picks
  • Holdings: Fiserv Inc , Textron Inc , IHS Inc Class A , CarMax Inc , Pall Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for mxmgx investment picks
  • Holdings: Energy Transfer Equity LP , United Tech , Och-Ziff Capital Management Group LLC , Nextera Engy Pfd , Verizon Communications Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Fidelity® Series International Value , Fidelity® Series Equity-Income , Fidelity® Series International Growth , Fidelity® Series Growth Company , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for adfix investment picks
  • Holdings: Randgold Resources Ltd ADR , Franco-Nevada Corp , SPDR Gold Shares , Royal Gold Inc , New Gold Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for opgsx investment picks
  • Holdings: Google Inc Class A , Google Inc Class C , Visa Inc Class A , Danaher Corp , Thermo Fisher Scientific Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Repligen Corp , Anika Therapeutics Inc , Nautilus Inc , Motorcar Parts of America Inc , Horizon Pharma Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gucax investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series Equity-Income , Fidelity® Series High Income ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for opitx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for sginx investment picks
  • Holdings: Alexion Pharmaceuticals Inc , Biomarin Pharmaceutical Inc , Vertex Pharmaceuticals Inc , Roche Holding AG , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
Sign-up for phszx investment picks
  • Holdings: Alliance Data Systems Corp , West Pharmaceutical Services Inc , PTC Inc , Urban Outfitters Inc , Salix Pharmaceuticals Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for vexrx investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Trs: Us 10yr Note Sep14 , S&P 500 Index Future Sept14 , Euro BUND Future Sept14 , 10yr Mini Jgb Fut Sep14 ,
  • Category: Tactical Allocation
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  • Holdings: Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 0.583 Jul 30 23 , Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 2.432 Jul 30 23 , Citi Usd Irs 0.239 May 29 43 , Citi Usd Irs 3.087 May 29 43 , Db Gbp Irs 0.593 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for dvrix investment picks
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Funds From: svaix - Federated Strategic Value Dividend Instl to dvrix - MFS Global Alternative Strategy I
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