Funds From: cwicx - American Funds Capital World Gr&Inc 529C to dimvx - Transamerica Partners Instl Mid Value


  • Holdings: Amgen Inc , Novartis AG , Gilead Sciences Inc , Altria Group Inc , Bayer AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Cavium Inc , Tuesday Morning Corp , Ultimate Software Group Inc , Minerals Technologies Inc , Century Aluminum Co ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Gbp Irs 10yr Receiver (Jpm) 0.716 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 2.720 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 0.701 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV , JHFunds2 Blue Chip Growth NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: LinkedIn Corp Class A , United Therapeutics Corp , Liberty Ventures Class A , Schibsted ASA , Biomarin Pharmaceutical Inc ,
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , Texas Instruments Inc , Micron Technology Inc , Applied Materials Inc , Broadcom Corp ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
Sign-up for rysax investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for lanyx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for iirlx investment picks
  • Holdings: Quinenco SA , Daewoo International Corp , Techtronic Industries Co Ltd , Yes Bank Ltd , Robinsons Land Corporation ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Novartis AG , iShares MSCI EAFE , Sumitomo Mitsui Financial Group Inc , Roche Holding AG Dividend Right Cert. , Royal Bank of Scotland Group (The) PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dieax investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Growth Institutional , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for ardvx investment picks
  • Category: Long Government
  • Morningstar Rating: 4 Stars
Sign-up for pedix investment picks
  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor Real Return Instl , Harbor International Institutional , Harbor Unconstrained Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for harlx investment picks
  • Holdings: Hillshire Brands Co , Protective Life Corp , Safeway Inc , Micros Systems Inc , Myers Industries Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for emabx investment picks
  • Holdings: Actavis PLC , SBA Communications Corp , NXP Semiconductors NV , Medivation Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vgrcx investment picks
  • Holdings: Sandisk Cv 0.5% , Salesforce Com Cv 0.25% , Priceline Grp Cv 1% , Wellpoint Cv 2.75% , Gilead Sciences Cv 1.625% ,
  • Category: Convertibles
  • Morningstar Rating: 1 Stars
Sign-up for calbx investment picks
  • Holdings: Johnson & Johnson , PepsiCo Inc , General Electric Co , U.S. Bancorp , Jpmorgan Chase Pfd ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wwiax investment picks
  • Holdings: Underlying Fds Tr , Underlying Fds Tr , Underlying Fds Tr , Underlying Fds Tr , Underlying Fds Tr ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for acasx investment picks
  • Holdings: Akorn Inc , Repligen Corp , Taser International Inc , Saia Inc , US Silica Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for rysgx investment picks
  • Holdings: Exxon Mobil Corporation , Royal Dutch Shell PLC Class A , US Treasury TIP , Chevron Corp , Enbridge Inc ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for hrlax investment picks
  • Holdings: Loews Corp , CMS Energy Corp , PPL Corp , Westar Energy Inc , Wisconsin Energy Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for dimvx investment picks
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Funds From: cwicx - American Funds Capital World Gr&Inc 529C to dimvx - Transamerica Partners Instl Mid Value
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