Funds From: atbax - Ascendant Balanced A Load Waived to wmfcx - Wells Fargo Advantage Municipal Bond C


  • Holdings: SPDR® Barclays Convertible Secs ETF , Foot Locker Inc , Morgans Hotel Grp Cv 2.375% , Rambus Inc Del Cv 1.125% , Nuance Comms Cv 2.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Bond 5.25% , Johnson & Johnson , JPMorgan Chase & Co , Simon Property Group Inc , United Technologies Corp ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: API Efficient Frontier Value A , API Efficient Frontier Growth A , API Efficient Frontier Capital Inc Instl ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Wells Fargo & Co , Apple Inc , Time Warner Inc , U.S. Bancorp , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Amazon.com Inc , Catamaran Corp , Affiliated Managers Group Inc , Las Vegas Sands Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for osinx investment picks
  • Holdings: PIMCO Short-Term Instl , BlackRock Global Allocation Instl , FPA Crescent , Diamond Hill Long-Short Y , MainStay Marketfield I ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: CREDIT SUISSE CAYMAN COMMODITY , FNMA FRN , FNMA FRN , FFCB FRN , FFCB FRN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: Rogers Corp , IPG Photonics Corp , Myriad Genetics Inc , Zumiez Inc , Paylocity Holding Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for rvphx investment picks
  • Holdings: Nestle SA ADR , Novartis AG ADR , Roche Holding AG Dividend Right Cert. , Bayer AG , British American Tobacco PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
Sign-up for pcizx investment picks
  • Holdings: PRA Group Inc , Maximus Inc , Ultimate Software Group Inc , Team Health Holdings Inc , United Natural Foods Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Russell 1000® Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares Cohen & Steers REIT , iShares International Dev Rel Est ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Energizer Holdings Inc , ConAgra Foods Inc , Nestle SA , Directv , Xylem Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: CVS Health Corp , Target Corp , PVH Corp , Visa Inc Class A , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for pboix investment picks
  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , Itau Unibanco Holding SA ADR , Motherson Sumi Systems Ltd , Naspers Ltd Class N ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Manning & Napier Core Plus Bond I , Manning & Napier Dividend Focus I , Manning & Napier Equity Income I , Manning & Napier Real Estate I , Manning & Napier High Yield Bond I ,
  • Category: Moderate Allocation
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  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Waste Connections Inc , Western Refining Inc , Now Inc , Imax Corp , Noble Energy Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for opmcx investment picks
  • Holdings: Hewlett-Packard Co , JPMorgan Chase & Co , Trinity Industries Inc , Wells Fargo & Co , Arrow Electronics Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for irnix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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Funds From: atbax - Ascendant Balanced A Load Waived to wmfcx - Wells Fargo Advantage Municipal Bond C
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