Funds From: stwrx - Wells Fargo Advantage DJ Target Tod A LW to pslax - Putnam Small Cap Value A Load Waived


  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 2.75% , US Treasury Note 2.125% , US Treasury Note 0.625% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 5 Stars
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  • Holdings: CVS Caremark Corp , Apple Inc , Google Inc Class A , Qualcomm, Inc. , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Proofpoint Inc , Hain Celestial Group, Inc. , InvenSense Inc , Huron Consulting Group, Inc. , Imax Corporation ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for dmtfx investment picks
  • Holdings: Samsung Electronics Pfd , Glencore Xstrata PLC , OJSC Magnit , Ezion Holdings Ltd. , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Boeing Co , Home Depot, Inc. , Microsoft Corporation , Merck & Co Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Proofpoint Inc , Ubs Relationship Fds , Ultimate Software Group, Inc. , Spirit Airlines Inc , Nimble Storage Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: ITC Ltd. , Tata Consultancy Services Ltd. , HCL Technologies Ltd. , Infosys Ltd , Housing Development Finance Corp Ltd. ,
  • Category: India Equity
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  • Holdings: Gold Commodity In Ounces , Keyence Corp , SMC Corporation , Grupo Televisa, S.A.B. ADR , Fanuc Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Dividend Income I , Columbia Select Large Cap Growth I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I , Columbia Contrarian Core I ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Standard Chartered PLC , Societe Generale SA , Canadian Imperial Bank of Commerce , BNP Paribas , Delta Lloyd N.V ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Target Corp , Johnson & Johnson , Exxon Mobil Corporation , Accenture PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google, Inc. Class A , Qualcomm, Inc. , Amazon.com Inc , SBA Communications Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for medax investment picks
  • Holdings: KAR Auction Services, Inc. , Jones Lang LaSalle, Inc. , Regions Financial Corporation , VeriFone Systems, Inc. , AerCap Holdings N.V. ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Ambev SA , Emaar Properties PJSC , Souza Cruz SA , Remgro, Ltd. , Sands China Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for sdiax investment picks
  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Citigroup Inc , Royal Dutch Shell PLC ADR Class A , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pgrwx investment picks
  • Holdings: Babcock International Group PLC , United Internet AG , REXLot Holdings Ltd. , Pacira Pharmaceuticals, Inc. , K Wah International Holdings Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Validus Holdings, Inc. , Allied World Assurance Company Holdings AG , PartnerRe Ltd. , PNM Resources Inc , Southwest Gas Corporation ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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Funds From: stwrx - Wells Fargo Advantage DJ Target Tod A LW to pslax - Putnam Small Cap Value A Load Waived
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity