Funds From: bktax - Sterling Capital KY Interm Tax-Free A to sgobx - Guggenheim World Equity Income B


  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Carrefour , Thermo Fisher Scientific Inc , Morgan Stanley , LyondellBasell Industries NV ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: General Electric Co , Exxon Mobil Corporation , Pfizer Inc , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: The Bancorp Inc , Stone Energy Corp , ConnectOne Bancorp Inc , Enpro Industries Inc , Eagle Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Sanofi , Iberdrola SA , Total SA , Unilever PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Petroleo Brasileiro SA Petrobras , Ambev SA ADR , Credicorp Ltd ,
  • Category: Latin America Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Mid-Cap , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Great-West Bond Index Init , Great-West S&P 500® 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 2011-2015
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , International Tilts , iShares TIPS Bond , Small Cap Lifepath ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Chevron Corp , Royal Dutch Shell PLC ADR Class B , Kimberly-Clark Corp , LVMH Moet Hennessy Louis Vuitton SA ADR , AbbVie Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Voya US Bond Index I , Voya Intermediate Bond R6 , VY BlackRock Inflation Protected Bond I , VY T. Rowe Price Capital Appreciation I , Voya Short Term Bond R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: UDG Healthcare PLC , PCCW Ltd , Kaken Pharmaceutical Co., Ltd. , Banco Latinoamericano de Comercio Exterior SA Class E , Guangdong Investment Ltd ,
  • Category: Foreign Small/Mid Value
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  • Holdings: JPMorgan Chase & Co , Northstar Realty Finance Corp , ACE Ltd , Medtronic Inc , Chevron Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Randgold Resources Ltd ADR , Franco-Nevada Corp , SPDR Gold Shares , Royal Gold Inc , New Gold Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sfvyx investment picks
  • Holdings: Walt Disney Co , Comcast Corp Class A , Philip Morris International Inc , McDonald's Corp , Altria Group Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
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  • Holdings: Blackstone Group LP , Realogy Holdings Corp , Apple Inc , Equinix Inc , Priceline Group Inc ,
  • Category: Long/Short Equity
Sign-up for rlsfx investment picks
  • Holdings: KLA-Tencor Corp , Occidental Petroleum Corp , Microsoft Corp , Franklin Resources Inc , Bed Bath & Beyond Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Merck & Co Inc , Oracle Corporation , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for fdekx investment picks
  • Holdings: Coronation Fund Managers Ltd , Neopost , Naspers Ltd Class N , Melco Crown Entertainment Ltd ADR , CCL Industries Inc. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for cfmox investment picks
  • Holdings: Occidental Petroleum Corp , Chevron Corp , Anadarko Petroleum Corp , Apache Corporation , Devon Energy Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for maafx investment picks
  • Holdings: Enbridge Inc , Transurban Group , Southern Co , National Grid PLC , TransCanada Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for dmgrx investment picks
  • Holdings: WellPoint Inc , Altria Group Inc , Eli Lilly and Co , General Mills Inc , Deutsche Telekom AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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Funds From: bktax - Sterling Capital KY Interm Tax-Free A to sgobx - Guggenheim World Equity Income B
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