Funds From: mwtsx - Metropolitan West Total Return Bond Plan to oicax - JPMorgan Investor Conservative Growth A


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Eni SpA , Banco Santander SA , Bayer AG , Siemens AG , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Emerging Markets Currency Instl , Fin Fut Euro$ Cme 12/14/15 , US Treasury TIP , US TREASURY TIP , US Treasury TIP ,
  • Category: Tactical Allocation
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  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS , ClearBridge Appreciation IS , ClearBridge International Value IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Franklin Income R6 , Franklin Mutual Shares R6 , Templeton Growth R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Tesla Motors Inc , Netflix Inc , Amazon.com Inc , LinkedIn Corp Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , Bayer AG , Linde AG , Nestle SA , Rolls-Royce Holdings PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Lme Copper Future Sep14 , Lme Copper Future Sep14 , Lme Pri Alum Futr Sep 14 , Lme Pri Alum Futr Sep 14 , Gold 100 Oz Futr 27/08/14 ,
  • Category: Commodities Broad Basket
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for dinax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for jyiix investment picks
  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for jvlix investment picks
  • Holdings: Avis Budget Group Inc , Nordson Corp , Extra Space Storage Inc , Ametek Inc , Mettler-Toledo International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for tbirx investment picks
  • Holdings: Puma Biotechnology Inc , InterMune Inc , WEX Inc , Kodiak Oil & Gas Corp , Aspen Technology Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: AT&T Inc , Verizon Communications Inc , Public Service Enterprise Group Inc , American Electric Power Co Inc , Entergy Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for bulix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
Sign-up for gifix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Wells Fargo & Co , Merck & Co Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Devon Energy Corp , CareFusion Corp , Alleghany Corp , KLA-Tencor Corp , Patterson Companies Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for vevix investment picks
  • Holdings: United Technologies Corp , Johnson & Johnson , PepsiCo Inc , General Electric Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for trulx investment picks
  • Holdings: Ubs Relationship Fds , NYSE/Liffe 2 Year US Treasury Note Future June14 , Ubs Relationship Fds , Ubs Relationship Fds , Aust 3yr Bond 06/16/2014 ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for bnglx investment picks
  • Holdings: General Mills Inc , Heineken NV , Campbell Soup Co , Walgreen Co , Royal Dutch Shell PLC Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ddfrx investment picks
  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Markets Currency Instl , PIMCO Emerging Local Bond Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for tbiix investment picks
  • Category: High Yield Bond
Sign-up for plahx investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for migkx investment picks
  • Holdings: Copart Inc , Idex Corp , Allegiant Travel Co LLC , Mednax Inc , Spirit Airlines Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for wgrox investment picks
  • Holdings: Japan(Govt Of) 0.1% , US Treasury Note 1.75% , Ameriprise Financial Inc , Japan(Govt Of) 1.7% , Japan(Govt Of) 2% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fgblx investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for saxix investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oicax investment picks
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Funds From: mwtsx - Metropolitan West Total Return Bond Plan to oicax - JPMorgan Investor Conservative Growth A
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