Funds From: lutax - Columbia US Treasury Index A to hsbgx - HSBC World Selection Balanced Strat B


  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: HSBC Holdings PLC , AstraZeneca PLC , BP PLC , Total SA , Takeda Pharmaceutical Co Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Spirit Airlines Inc , Walt Disney Co , Alaska Air Group Inc , VF Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Lojas Americanas S.A. Pfd Shs , Itau Unibanco Holding S.A. , Cia Bras De Distri Pfd , Bank Bradesco , BMF Bovespa SA Bolsa Valores Merc Fut ,
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Rite Aid Corp , Royal Caribbean Cruises Ltd , CarMax Inc , AmTrust Financial Services Inc , Centene Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Roche Holding AG Dividend Right Cert. , Bayer AG , Danone , LVMH Moet Hennessy Louis Vuitton SE ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 5 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan Realty Income R5 ,
  • Category: Target Date 2021-2025
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , Naspers Ltd Class N , Mtn Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: NTT DoCoMo Inc ADR , Shiseido Co Ltd , Nippon Telegraph & Telephone Corp ADR , Mabuchi Motor Co., Ltd. , MS&AD Insurance Group Holdings Inc ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Hartford Inflation Plus Y , Hartford World Bond Y , Hartford Total Return Bond Y , Hartford Global Real Asset Y , Hartford Real Total Return Y ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Irs Usd 1.250 06/17/15-2y Cme , Letra Tesouro Nacional , Indonesia Rep 6.875% , Zcs Brl R 12.255 12/02/13-01/02/17 Bps , Indonesia(Rep Of) 6.875% ,
  • Category: Currency
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  • Holdings: E I du Pont de Nemours & Company , Monsanto Co , Dow Chemical Co , LyondellBasell Industries NV , Praxair Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: JPMorgan Chase & Co , American International Group Inc , Lockheed Martin Corp , Hewlett-Packard Co , Eli Lilly and Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
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  • Holdings: American Funds Capital Income Bldr R6 , American Funds Growth Fund of Amer R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: SPDR® S&P 500 ETF , PowerShares QQQ ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Bank of America Corporation , Berkshire Hathaway Inc Class B , Citigroup Inc , U.S. Bancorp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: API Efficient Frontier Value A , API Efficient Frontier Growth A , API Efficient Frontier Capital Inc Instl ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Verizon Communications Inc , Altria Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ecerx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ogbbx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHancock Emerging Markets NAV , JHFunds2 Active Bond NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jblbx investment picks
  • Holdings: Vanguard 500 Index Admiral , Vanguard FTSE All-Wld ex-US Idx Admiral , PowerShares FTSE RAFI US 1000 ETF , PowerShares FTSE RAFI Dev Mkts ex-US ETF , iShares iBoxx $ Invst Grade Crp Bond ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for hsbgx investment picks
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Funds From: lutax - Columbia US Treasury Index A to hsbgx - HSBC World Selection Balanced Strat B
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