Funds From: lcaox - Lazard Capital Allocator Oppc Str Open to wrsbx - Waddell & Reed Small Cap B


  • Holdings: Vanguard Short-Term Corporate Bond ETF , iShares US Consumer Services , PowerShares Buyback Achievers ETF , Guggenheim S&P 500® Eq Wt Technology ETF , Gslzlolo Trs Usd R E Gslzlolo +40bps ,
  • Category: Tactical Allocation
  • 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 2041-2045
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Micron Tech Cv 2.125% , Intel Cv 3.25% , Bk Amer Pfd , Centerpoint Engy Pfd , Salesforce Com Cv 0.25% ,
  • Category: Convertibles
  • Morningstar Rating: 5 Stars
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  • Holdings: ITC Holdings Corp , Mednax Inc , Jarden Corp , Quanta Services Inc , Nuance Communications Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for simgx investment picks
  • Holdings: Medtronic Inc , Twenty-First Century Fox Inc Class B , Microsoft Corp , Symantec Corp , Lorillard Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for us3540268584 investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 5 Stars
Sign-up for gsirx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , E-mini S&P 500 Index Future Mar15 , Microsoft Corp , CVS Health Corp , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for orryx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 1 Stars
Sign-up for exmax investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR® S&P 500 ETF , Apple Inc , US Treasury Bond 3.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pbccx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for iboax investment picks
  • Holdings: Apple Inc , Union Pacific Corp , Visa Inc Class A , Celgene Corp , Baidu Inc ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for hotax investment picks
  • Holdings: Halcon Res 9.75% , Apple Inc , Microsoft Corp , Google Inc Class A , Union Pacific Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for meifx investment picks
  • Holdings: S+p 500 Future Mar15 Xcme 20150319 , Us Long Bond(Cbt) Mar15 Xcbt 20150320 , Us 5yr Note (Cbt) Mar15 Xcbt 20150331 , FHLMC CMO 7.5% , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wmobx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for tipsx investment picks
  • Holdings: Gildan Activewear Inc , Open Text Corp , Dixons Carphone PLC , Dollarama Inc , Pennon Group PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for etmax investment picks
  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Markets , Apple Inc , Exxon Mobil Corporation , CVS Health Corp ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for ltkix investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for lfrrx investment picks
  • Holdings: American Equity Investment Life Holding Co , Columbia Banking System Inc , DigitalGlobe Inc , Stewart Information Services Inc , Stifel Financial Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for tsoix investment picks
  • Holdings: Western Digital Corp , Cigna Corp , HCA Holdings Inc , PPL Corp , Bunge Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for svubx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Berkshire Hathaway Inc Class B , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for lvpsx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for lwofx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for psrdx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
Sign-up for ormax investment picks
  • Holdings: Amazon.com Inc , Bank of America Corporation , Apple Inc , JPMorgan Chase & Co , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jlvix investment picks
  • Holdings: DexCom Inc , Vail Resorts Inc , Ultimate Software Group Inc , Cepheid , SVB Financial Group ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for wrsbx investment picks
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Funds From: lcaox - Lazard Capital Allocator Oppc Str Open to wrsbx - Waddell & Reed Small Cap B
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