Funds From: pcgyx - Putnam Convertible Securities Y to rppfx - American Funds Preservation Port R5


  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Xilinx Cv 2.625% , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: AXA SA , EDP - Energias de Portugal SA , Novartis AG , AstraZeneca PLC , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for dtinx investment picks
  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , Covidien PLC , McKesson Corp , Forest Laboratories Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for hghcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fepix investment picks
  • Holdings: AIA Group Ltd , CNOOC Ltd , Givaudan SA , Alimentation Couche , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for visyx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Oracle Corporation , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Blackrock Total Return Fund 2015 , BlackRock Strategic Income Opps Instl , BlackRock Global Long/Short Credit Instl , iShares MSCI Japan , iShares US Technology ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for bapbx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Small Cap StocksPLUS AR Inst , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Short-Term Bond Inst , TIAA-CREF Bond Plus Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for tlrrx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for nnscx investment picks
  • Holdings: Alliance Data Systems Corp , Illumina Inc , NVIDIA Corp , Oshkosh Corp , Southwest Airlines Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for focfx investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Euro BUND Future June14 , E-mini S&P 500 Index Future June14 , US Treasury TIP , Lme Copper Future Sep14 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: International Business Machines Corp , Google Inc Class A , Microsoft Corp , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gqefx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Retirement Income
Sign-up for jijsx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for mwlix investment picks
  • Holdings: Pioneer International Value Y , Pioneer Global Equity Y , Pioneer Bond Y , Pioneer Mid-Cap Value Y , Pioneer Emerging Markets Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for graax investment picks
  • Category: Emerging Markets Bond
Sign-up for lwaax investment picks
  • Holdings: Wells Fargo & Co , Genuine Parts Co , CVS Caremark Corp , Swedish Match AB , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gcaex investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for ptbnx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for fgusx investment picks
  • Holdings: Ambev SA ADR , BRF SA ADR , Vale SA ADR , Fomento Economico Mexicano SAB de CV ADR , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for ubpsx investment picks
  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , Grupo Financiero Banorte SAB de CV Class O , Metropolitan Bank & Trust Company , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for cemrx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Intuit Inc , MasterCard Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tilpx investment picks
  • Category: Short-Term Bond
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Funds From: pcgyx - Putnam Convertible Securities Y to rppfx - American Funds Preservation Port R5
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