Funds From: ortfx - Aquila Tax-Free Trust of Oregon A to pgfox - Putnam Global Financial B


  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MSCI EAFE Index Future Sept14 , Shire PLC , Hon Hai Precision Ind Co Ltd , Sasol Ltd , Steinhoff International Holdings Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Janus Global Bond N , Janus International Equity N , INTECH U.S. Value I , INTECH International I , Janus Diversified Alternatives N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for FMTIX investment picks
  • Holdings: Pacira Pharmaceuticals Inc , Core-Mark Holding Co Inc , Spirit Airlines Inc , Diamondback Energy Inc , Carrizo Oil & Gas Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for aegdx investment picks
  • Holdings: PureCircle Ltd , Stanley Electric Co., Ltd. , Provident Financial PLC , Telecity Group PLC , Opera Software ASA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Bond Market Index Instl , Principal Short-Term Income Inst , Principal LargeCap Growth I Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for ptamx investment picks
  • Holdings: Clearwire Comm 144A 8.25% , Mgic Invt Corp Wis Cv 5% , Salesforce Com Cv 0.25% , Wells Fargo & Co, San Francisco Ca Pfd , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
Sign-up for cggfx investment picks
  • Holdings: BB Seguridade Participacoes SA , Taiwan Semiconductor Manufacturing Co Ltd ADR , MediaTek Inc , Samsung Electronics Co Ltd , Itau Unibanco Holding S.A. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for welix investment picks
  • Holdings: Whitebox Tactical Opportunities Instl , Robeco Boston Partners L/S Rsrch Instl , Arbitrage Event-Driven I , Gotham Absolute Return Institutional , Tortoise MLP & Pipeline Instl ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for gaisx investment picks
  • Holdings: Sanmina Corp , AerCap Holdings NV , Dana Holding Corp , Resolute Forest Products Inc , Platinum Underwriters Holdings Ltd ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for cavix investment picks
  • Holdings: Methode Electronics Inc Class A , Akorn Inc , Constant Contact Inc , NetScout Systems Inc , LogMeIn Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for lmsfx investment picks
  • Holdings: Cardiovascular Systems Inc , NetScout Systems, Inc. , Eplus Inc , Computer Task Group Inc , Inventure Foods Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for pdfdx investment picks
  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.88573% , Norway(Kingdom Of) 3.75% , Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cabix investment picks
  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya Russell Small Cap Index I ,
  • Category: Target Date 2046-2050
Sign-up for idxqx investment picks
  • Holdings: US Treasury Note 1% , Apple Inc , US Treasury Note 1.75% , US Treasury Note 3.5% , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pgeyx investment picks
  • Holdings: Baidu Inc ADR , Housing Development Finance Corp Ltd , OJSC Magnit , Petroleo Brasileiro SA Petrobras ADR , Yandex NV ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for f00000j3np investment picks
  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , Chevron Corp , General Electric Co , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for flubx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 5 Stars
Sign-up for fsimx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for lmscx investment picks
  • Holdings: Gbp Irs 10yr Receiver (Jpm) 0.583 Jul 30 23 , Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 0.000 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 0.592 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for dvrkx investment picks
  • Holdings: PNM Resources Inc , Empire District Electric Co , United Financial Bancorp Inc , Allied World Assurance Co Holdings AG , PartnerRe Ltd ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pslmx investment picks
  • Holdings: Dr Pepper Snapple Group Inc , Intel Corp , International Business Machines Corp , EOG Resources Inc , Directv ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for qilgx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for famix investment picks
  • Holdings: Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl , Sterling Capital Total Return Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for bcmbx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Sumitomo Mitsui Financial Group Inc , AIA Group Ltd ,
  • Category: Financial
  • Morningstar Rating: 1 Stars
Sign-up for pgfox investment picks
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Funds From: ortfx - Aquila Tax-Free Trust of Oregon A to pgfox - Putnam Global Financial B
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