Funds From: urtlx - JPMorgan Realty Income Instl to dfygx - LWAS/DFA Two-Year Government Portfolio


  • Holdings: Simon Property Group Inc , Boston Properties Inc , AvalonBay Communities Inc , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Abercrombie & Fitch Co Class A , E*Trade Financial Corp , LPL Financial Holdings Inc , Harman International Industries Inc , ManpowerGroup ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Comcast Corp Class A , Walt Disney Co , Johnson & Johnson , Apple Inc , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Cimarex Energy Co , Helmerich & Payne Inc , Consol Energy Inc , Superior Energy Services Inc , Pioneer Natural Resources Co ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Affiliated Managers Group Inc , Ametek Inc , United Rentals Inc , Perrigo Co PLC , Stericycle Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson Controls Inc , Cisco Systems Inc , Kraft Foods Group Inc , Verizon Communications Inc , Marsh & McLennan Companies Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: LyondellBasell Industries NV , CVS Caremark Corp , Tronox Worldwide 6.375% , Covidien PLC , Becton Dickinson & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Focus Growth LLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Monsanto Co , E I du Pont de Nemours & Company , Dow Chemical Co , LyondellBasell Industries NV , Freeport-McMoRan Copper & Gold ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Schlumberger NV , Qualcomm Inc , Monsanto Co , Covidien PLC ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for geipx investment picks
  • Holdings: Southwest Airlines Co , Discover Financial Services , Harris Corporation , Molson Coors Brewing Co , Eastman Chemical Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for predx investment picks
  • Holdings: Roche Holding AG , Novartis AG , British American Tobacco PLC , Samsung Electnc Pfd , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Pfizer Inc , Exxon Mobil Corporation , Bank of America Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Southern Co , Dominion Resources Inc , Exelon Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for mhobx investment picks
  • Holdings: Amgen Inc , Verizon Communications Inc , Oracle Corporation , Gilead Sciences Inc , Philip Morris International, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Stone Energy Corp , Englewood Cliffs , The Bancorp Inc , Enpro Industries Inc , Teleflex Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 , Healthsouth Corp , EPL Oil & Gas Inc , H.B. Fuller Company , Unit Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank of America Corporation , Canadian Pacific Railway Ltd , Applied Materials Inc , American International Group Inc , Pentair Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , MasterCard Inc Class A , Biogen Idec Inc , Facebook Inc Class A , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for spfbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for phydx investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for dfygx investment picks
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Funds From: urtlx - JPMorgan Realty Income Instl to dfygx - LWAS/DFA Two-Year Government Portfolio
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