Funds From: lsifx - ClearBridge Aggressive Growth IS to swcrx - Schwab Target 2020


  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Amgen Inc , Actavis PLC , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for lsifx investment picks
  • Holdings: Spirit Airlines Inc , East West Bancorp Inc , Mattress Firm Holding Corp , Cavium Inc , SolarWinds Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for pjsqx investment picks
  • Holdings: Bmi28bcs1 Irs Usd P F .75500 2 Cppvanilla , Bmi28bcs1 Irs Usd R V 03mlibor 1 Ccpvanilla , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , S+p500 Emini Fut Dec14 Xcme 20141219 , Bmi2ap2x7 Irs Usd R V 03mlibor 1 Ccpcdx ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mbaax investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Union Pacific Corp , Celgene Corp , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mlrtx investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for rcctx investment picks
  • Holdings: MFS® High Yield Pooled , US Treasury Note 0.75% , Simon Property Group Inc , Public Storage , AvalonBay Communities Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for difax investment picks
  • Holdings: Bank of America Corporation , Oracle Corporation , General Motors Co , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oarbx investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Cepheid , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cearx investment picks
  • Category: Inflation-Protected Bond
Sign-up for fsiyx investment picks
  • Holdings: ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge International Value IS , QS Batterymarch Intl Eq IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for schax investment picks
  • Holdings: Washington Prime Group Inc , HCP Inc , Starwood Property Trust, Inc. , Colony Financial Inc , Digital Realty Trust Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for lriox investment picks
  • Holdings: Level 3 Communications Inc , Graham Holdings Co , Rayonier Inc , Everest Re Group Ltd , tw telecom inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
Sign-up for llscx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Amazon.com Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for aaagx investment picks
  • Holdings: SBA Communications Corp , Crown Castle International Corp , Dollar Tree Stores Inc , Hain Celestial Group Inc , Red Hat Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for peeax investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , China Construction Bank Corp H Shares , Hon Hai Precision Ind Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for dfcex investment picks
  • Holdings: SBA Communications Corp , Crown Castle International Corp , Dollar Tree Stores Inc , Hain Celestial Group Inc , Red Hat Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for pjgqx investment picks
  • Holdings: MasterCard Inc Class A , iShares Russell 1000 Growth , iShares S&P 500 Growth , Lowe's Companies Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for bgfix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for jhyix investment picks
  • Holdings: General Electric Co , Pfizer Inc , Exxon Mobil Corporation , Merck & Co Inc , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for faqix investment picks
  • Holdings: Wal-Mart Stores Inc , Johnson & Johnson , Coca-Cola Co , PepsiCo Inc , Qualcomm Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vdaix investment picks
  • Holdings: Mobileye N.V. , Landstar System Inc , Veeva Systems Inc Class A , DexCom Inc , Acuity Brands Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for hiasx investment picks
  • Holdings: Coronation Fund Managers Ltd , Naspers Ltd Class N , Neopost , CCL Industries Inc , WuXi PharmaTech (Cayman) Inc ADR ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for laicx investment picks
  • Holdings: Energy Transfer Equity LP , United Tech , TAL International Group Inc , Verizon Communications Inc , Regal Entertainment Group ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for cflgx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , US Treasury Note 1.625% , US Treasury Note 1.375% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for twbix investment picks
  • Holdings: Newell Rubbermaid Inc , NASDAQ OMX Group, Inc. , Crown Holdings Inc , Valspar Corp , Xerox Corporation ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
Sign-up for mvcjx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pttdx investment picks
  • Holdings: Argentina Rep 8.28% , American Airlines Group Inc , Republic Of Argentina , NRG Energy Inc , Anadarko Petroleum Corp ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for hcoax investment picks
  • Holdings: Amgen Inc , AbbVie Inc , Verizon Communications Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rmfcx investment picks
  • Holdings: Goldcorp Inc , Eldorado Gold Corp , Randgold Resources Ltd ADR , Royal Gold Inc , Tahoe Resources Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for usagx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Short-Term Bond Market ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for swcrx investment picks
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Funds From: lsifx - ClearBridge Aggressive Growth IS to swcrx - Schwab Target 2020
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