Funds From: rhfhx - Royce Heritage Invmt to smhlx - Western Asset Municipal High Income C


  • Holdings: Copart Inc , Ritchie Bros Auctioneers Inc , Rogers Corp , DENTSPLY International Inc , Expeditors International of Washington Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Core US Credit Bond , SPDR® Barclays High Yield Bond ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , iShares iBoxx $ Invst Grade Crp Bond , NuStar Energy, L.P. ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: SBA Communications Corp , Alexion Pharmaceuticals Inc , Fortinet Inc , Qualys Inc , Alibaba Group Holding Ltd ADR ,
  • Category: Mid-Cap Growth
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  • Holdings: Apple Inc , Biogen Idec Inc , Baidu Inc ADR , Gilead Sciences Inc , Oracle Corporation ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Avis Budget Group Inc , Extra Space Storage Inc , Mettler-Toledo International Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl , TIAA-CREF Inflation Link Bd Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: AllianceBernstein Holding L.P. , SpartanNash Company , Hillenbrand Inc , Techtronic Industries Co Ltd , Columbia Sportswear Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Altria Group Inc , Pfizer Inc , Wal-Mart Stores Inc , Apple Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone International Fixed Inc Inst , Touchstone Flexible Income Instl , Touchstone Active Bond Institutional ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: JHancock Absolute Return Currency R6 , Gotham Absolute Return Institutional , AQR Managed Futures Strategy I , Henderson European Focus I , ClearBridge Aggressive Growth IS ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Oracle Corporation , Alexion Pharmaceuticals Inc , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Teleperformance , Ubisoft Entertainment , Booker Group PLC , gategroup Holding AG , Jungheinrich AG ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Toyota Motor Corp , Mitsubishi UFJ Financial Group Inc , TOPIX Index Future Mar15 , SOFTBANK Corp , Sumitomo Mitsui Financial Group Inc ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for dvhyx investment picks
  • Holdings: Ru20intr Trs Equity 3ml-48 *Bullet* Jpm , Fin Fut Euro$ Cme (Red) 12/14/15 , Russell 2000 Index Mini TIC , Ru20intr Trs Equity 3ml-40 *Bullet* Fbf , 10 Year US Treasury Note Future Dec14 ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Sempra Energy , Edison International , PPL Corp , NiSource Inc , Berkshire Hathaway Inc Class B ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Health Corp , UnitedHealth Group Inc , Time Warner Inc , Hewlett-Packard Co , American International Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares MSCI Emerging Markets ,
  • Category: Target Date 2036-2040
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , E-mini S&P 500 Index Future Mar15 , Fidelity Cent Invt Portfolios ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Gilead Sciences Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya US Bond Index Port I , Voya US Stock Index Port I , VY BlackRock Inflation Protected Bond I , Voya Russell Mid Cap Index Port I , Voya Emerging Markets Index Port I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Equity-Income NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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Funds From: rhfhx - Royce Heritage Invmt to smhlx - Western Asset Municipal High Income C
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