Funds From: srpcx - Salient Risk Parity C to rcwbx - American Funds Capital World Bond R2


  • Holdings: Jpn 10y Bond Fut Jun14 , Euro-Bund Fut Jun14 , Us 10yr Note Fut Jun14 , Long Gilt Fut Jun14 , Salient Risk Parity Offs ,
  • Category: Tactical Allocation
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  • Holdings: Franco-Nevada Corp , Power Finance Corp Ltd , State Bank of India , Larsen & Toubro Ltd , Randgold Resources Ltd ADR ,
  • Category: Foreign Large Growth
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Align Technology Inc , CoStar Group Inc , The Middleby Corp , Domino's Pizza Inc , Five Below Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Lockheed Martin Corp , Time Warner Inc , United Technologies Corp , AT&T Inc , Avago Technologies Ltd ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: Toyota Motor Corp , Royal Dutch Shell PLC Class A , AstraZeneca PLC , Sanofi , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Google Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for fahbx investment picks
  • Holdings: Cohen & Steers Inc , j2 Global Inc , CAI International Inc , Herman Miller Inc , Dealertrack Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for csmcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , American Airlines Group Inc , FNMA , US Treasury Note 0.25% ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , Corporacion Inmobiliaria Vesta SAB de CV , Itau Unibanco Holding SA ADR , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for iibax investment picks
  • Holdings: Apple Inc , Equinix Inc , PVH Corp , Yum Brands Inc , EMC Corp ,
  • Category: Large Growth
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  • Holdings: Ecolab Inc , EOG Resources Inc , Marathon Petroleum Corp , Concho Resources Inc , Royal Dutch Shell PLC Class A ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for apgpx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Nvidia 144A Cv 1% , Wells Fargo & Co, San Francisco Ca Pfd , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Digital Corp , United Continental Holdings Inc , Kroger Co , SanDisk Corp , Alexion Pharmaceuticals Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Oracle Corporation , Union Pacific Corp , Range Resources Corp , Johnson & Johnson ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for nbcix investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Priceline Group Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mbcnx investment picks
  • Holdings: Delta Air Lines Inc , TRW Automotive Holdings Corp , JetBlue Airways Corp , Magna International Inc Class A , Omnicom Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for lginx investment picks
  • Category: Intermediate-Term Bond
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for nmncx investment picks
  • Holdings: Stamps.com Inc , KAR Auction Services Inc , G-III Apparel Group Ltd , Huron Consulting Group Inc , iRobot Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for fcbgx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
Sign-up for rmuyx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pagmx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for rcwbx investment picks
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Funds From: srpcx - Salient Risk Parity C to rcwbx - American Funds Capital World Bond R2
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry