Funds From: fwpax - Franklin World Perspectives A to meifx - Meridian Equity Income Legacy


  • Holdings: Google Inc Class A , Franklin India Growth R6 , Apple Inc , Reed Elsevier NV , Actavis PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , Noble Energy Inc , Anadarko Petroleum Corp , Concho Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Holdings: Goldcorp, Inc. , Barrick Gold Corp , Franco-Nevada Corp , Randgold Resources Ltd ADR , Newmont Mining Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Novartis AG , HSBC Holdings PLC , Bayer AG ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West Bond Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Holdings: ServiceNow Inc , SBA Communications Corp , Harman International Industries Inc , Robert Half International Inc , Electronic Arts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , iShares TIPS Bond , SPDR® Barclays International Trs Bd ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: British American Tobacco PLC ADR , Coca-Cola Co , Procter & Gamble Co , CVS Health Corp , Kroger Co ,
  • Category: Consumer Defensive
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Commodity Strategy R5 , MFS® Global Real Estate R5 , Japan(Govt Of) 2.1% , Japan(Govt Of) 1.1% , Australia(Cmnwlth) 5.75% ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Contrarian Core I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for niicx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2041-2045
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  • Holdings: 5 Year US Treasury Note Future Dec14 , US Treasury Bond 3.125% , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fed Natl Mort Assc 4.5% , Fannie Mae Single Family TBA 4% 2044-11-01 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for agmwx investment picks
  • Holdings: Microsoft Corp , Apple Inc , Willis Group Holdings PLC , Teva Pharmaceutical Industries Ltd ADR , Valeant Pharmaceuticals International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gioex investment picks
  • Holdings: Canadian Pacific Railway Ltd , Apple Inc , AIA Group Ltd , MarkWest Energy Partners LP , NGK Spark Plug Co., Ltd. ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Prudential International Value A , Prudential Strategic Value Z , Prudential Large Cap Core Equity A , Prudential Jennison International Opps Z , Prudential Jennison Equity Opportunity A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jgarx investment picks
  • Holdings: Smith & Nephew PLC ADR , Shire PLC ADR , Valeo SA ADR , Fresenius Medical Care AG & Co. KGaA ADR , Magna International Inc Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 5 Stars
Sign-up for gsirx investment picks
  • Holdings: Russell 2000 Index Mini TIC , Webster Financial Corp , Esterline Technologies , Amsurg Corp , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pcptx investment picks
  • Holdings: NOVO-NORDISK A S , Orix Corp , Bayer AG , Anheuser-Busch Inbev SA , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fdibx investment picks
  • Holdings: Corning Inc , Eaton Corp PLC , Northrop Grumman Corp , KLA-Tencor Corp , LyondellBasell Industries NV ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for orryx investment picks
  • Holdings: SPDR® S&P 500 ETF , HCA Holdings Inc , Williams Companies Inc , Schlumberger NV , InterMune Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for lsofx investment picks
  • Holdings: China Mobile Ltd , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares , CNOOC Ltd ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for chnix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for f00000lovu investment picks
  • Holdings: 10yr Mini Jgb Dec 14 , 3mo Euro Euribor Jun 15 , 3mo Euroyen (Tfx) Jun 15 , 90 Day Sterling Jun 15 , Euro$ 90 Day Jun 15 ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for cemax investment picks
  • Holdings: Enbridge Energy Partners LP , Leggett & Platt Inc , Occidental Petroleum Corp , Hasbro Inc , Norfolk Southern Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for meifx investment picks
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Funds From: fwpax - Franklin World Perspectives A to meifx - Meridian Equity Income Legacy
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