Funds From: eavsx - Eaton Vance Small-Cap Value A to pgtyx - Putnam Global Technology Y


  • 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: 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: Microsoft Corp , Wells Fargo & Co , Apple Inc , Pfizer Inc , Hewlett-Packard Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , US Treasury Bond 2.875% , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 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: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Ross Stores Inc , Monster Beverage Corp , Sirona Dental Systems Inc , Intuit Inc , Edwards Lifesciences Corp ,
  • Category: Mid-Cap Growth
  • 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: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for nweix investment picks
  • 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 , Time Warner Inc , McDonald's Corp ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHFunds2 Active Bond NAV , JHFunds2 Blue Chip Growth NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Sptr Trs Equity 3ml+29 *Bullet* Dub ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for ptopx investment picks
  • Holdings: General Electric Co , Exxon Mobil Corporation , Pfizer Inc , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gclsx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
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  • Holdings: Guggenheim Floating Rate Strats Instl , Ivy High Income I , Leader Short Term Bond Instl , Osterweis Strategic Income , Sandalwood Opportunity I ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: KLA-Tencor Corp , Occidental Petroleum Corp , Microsoft Corp , Franklin Resources Inc , Bed Bath & Beyond Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for rmuix investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Comcast Corp Class A , Wells Fargo & Co , CVS Caremark Corp , UnitedHealth Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cbbkx investment picks
  • 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
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  • Holdings: Transurban Group , Enbridge Inc , Sempra Energy , TransCanada Corp , GDF Suez ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for dmgrx investment picks
  • Holdings: WellPoint Inc , Eli Lilly and Co , ConocoPhillips , General Mills Inc , Banco Santander SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for sgobx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Microsoft Corp , Chevron Corp , Johnson & Johnson ,
  • Category: World Stock
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  • Category: Long-Term Bond
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  • Holdings: Apple Inc , Google Inc Class C , Oracle Corporation , Qualcomm Inc , DISH Network Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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Funds From: eavsx - Eaton Vance Small-Cap Value A to pgtyx - Putnam Global Technology Y
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