Funds From: jamcx - JPMorgan Mid Cap Value A Load Waived to saipx - Principal SAM Conservative Bal A LW


  • Holdings: Marsh & McLennan Companies Inc , Loews Corp , Gap Inc , Ball Corp , Ameriprise Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Nuveen Core Plus Bond I , Nuveen Core Bond I , Nuveen Tactical Market Opportunities I , Nuveen Short-Term Bond I , Nuveen Strategic Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Affiliated Managers Group Inc , NiSource Inc , Skyworks Solutions Inc , Invesco Ltd , Lincoln National Corp (Radnor PA) ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Allergan Inc , Comcast Corp Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: BNP Paribas , Roche Holding AG , Morgan Stanley , Baker Hughes Inc , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl , Goldman Sachs Strategic Growth Instl ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for lansx investment picks
  • Holdings: Amazon.com Inc , Microsoft Corporation , Comcast Corp Class A , Google Inc Class A , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
Sign-up for frnjx investment picks
  • Holdings: Wilmington Multi-Manager Intl Instl , Harbor International Institutional , Wilmington Mid Cap Growth Instl , T. Rowe Price Instl Large Cap Growth , Morgan Stanley Inst Growth I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for ethyx investment picks
  • Holdings: Walt Disney Co , Comcast Corp Class A , Exxon Mobil Corporation , Travelers Companies Inc , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: U.S. Bancorp , Blackstone Group LP , JPMorgan Chase & Co , Wells Fargo & Co , Ameriprise Financial Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for fidax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pmrax investment picks
  • Holdings: Pfizer Inc , Sanofi ADR , Roche Holding AG , Novartis AG ADR , Gilead Sciences Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for gghcx investment picks
  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , MSCI Emerging Market Index Future June14 , MSCI EAFE Index Future June14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dfbax investment picks
  • Holdings: Apple Inc , Novo Nordisk A/S , Schlumberger NV , Priceline Grp Cv 1% , Coca-Cola Co ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cvlox investment picks
  • Holdings: Apple Inc , Shire PLC ADR , Schlumberger NV , Wells Fargo & Co , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for ftazx investment picks
  • Holdings: China Cinda Asset Management Co Ltd Class H , KT Corporation , Hana Financial Group Inc , Just Dial Ltd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for nnyax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for iditx investment picks
  • Holdings: Apple Inc , FNMA , US Treasury Note 0.25% , FNMA , Exxon Mobil Corporation ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for jhgix investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for srcmx investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Sanofi , Total SA , BP PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for mmifx investment picks
  • Holdings: Swift Transportation Co , Altra Industrial Motion Corp , Plantronics , Align Technology Inc , Oasis Petroleum Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for frmpx investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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Funds From: jamcx - JPMorgan Mid Cap Value A Load Waived to saipx - Principal SAM Conservative Bal A LW
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