Funds From: scecx - Steward Small-Mid Cap Enhanced Idx Inst to mtfcx - MainStay Tax-Free Bond C


  • Holdings: Salix Pharmaceuticals Ltd , Akorn Inc , Endo International PLC , US Silica Holdings Inc , Hanesbrands Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Southern Co , American Electric Power Co Inc ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , Baker Hughes Inc , National Oilwell Varco Inc , Transocean Ltd ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF , SPDR® Barclays Short Term Corp Bd ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Comcast Corp Class A , Gilead Sciences Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: United Continental Holdings Inc , Endo International PLC , Mallinckrodt PLC , Motorola Solutions Inc , St Joe Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Millennium & Copthorne Hotels PLC , Dah Sing Financial Holdings Ltd , Aeon Co Malaysia Bhd , Oriental Holdings Bhd , Venture Corp Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya US Stock Index Port I , Voya International Index Port I , Voya Russell Mid Cap Index Port I , Voya Emerging Markets Index Port I , Voya Russell Small Cap Index Port I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , JPMorgan Chase & Co , Express Scripts , Oracle Corporation , EMC Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Old Dominion Freight Lines , Radian Group Inc , GAMCO Investors, Inc , LB Foster Co Class A , EMCOR Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA Large Cap International I , DFA US Large Company I , DFA US Core Equity 1 I , DFA International Vector Equity I , DFA Emerging Markets Core Equity I ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp , Novartis AG , BHP Billiton PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Ameriprise Financial Inc , Celgene Corp , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Mutual Fund I7c3 , Continential Air 2000-1 8.048% , Bk Amer Chrlt Nc Mtn FRN , Citigroup FRN , Health Care Reit 6.2% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Dividend Focused I2 , Transamerica Large Cap Value I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
Sign-up for lfeax investment picks
  • Holdings: Novartis AG , Teva Pharmaceutical Industries Ltd ADR , Celgene Corp , Baidu Inc ADR , Microsoft Corp ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 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 2051+
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , ARM Holdings PLC , Endo International PLC , Cadence Design Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , Toyota Motor Corp , HSBC Holdings PLC ADR , Sanofi , Vodafone Group PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for dptcx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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Funds From: scecx - Steward Small-Mid Cap Enhanced Idx Inst to mtfcx - MainStay Tax-Free Bond C
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