Funds From: pvuix - Principal MidCap Value III Inst to vtcix - Vanguard Tax-Managed Capital App I


  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , Cardinal Health Inc , Ameriprise Financial Inc , Discover Financial Services , Fifth Third Bancorp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Toronto-Dominion Bank , Microsoft Corp , Lockheed Martin Corp , PepsiCo Inc , Aetna Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
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  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for rcetx investment picks
  • Holdings: Vanguard Total Stock Market ETF , Vanguard S&P 500 ETF , DoubleLine Total Return Bond I , Vanguard Total International Stock ETF , iShares Core US Aggregate Bond ,
  • Category: Conservative Allocation
Sign-up for pwgfx investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co, San Francisco Ca Pfd , Exxon Mobil Corporation , Bk Amer Pfd , Intel Cv 2.95% ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tweix investment picks
  • Holdings: PetSmart Inc , Bed Bath & Beyond Inc , Franklin Resources Inc , Comcast Corp Class A , International Game Technology ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ofalx investment picks
  • Holdings: Multi-Color Corp , BankUnited Inc , Entravision Communications Corp , Berry Plastics Group Inc , Mentor Graphics Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for acscx investment picks
  • Category: Long-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for soaix investment picks
  • Holdings: MainStay MAP I , MainStay Large Cap Growth I , MainStay US Small Cap I , Mainstay US Equity Opportunities I , MainStay ICAP International I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mgdbx investment picks
  • Holdings: Dominion Resources Inc , NextEra Energy Inc , Sempra Energy , PPL Corp , Edison International ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for fugax investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for vficx investment picks
  • Holdings: Great-West Bond Index Init , Great-West Federated Bond Init , Great-West S&P 500® Index Init , Great-West Putnam High Yield Bond Init , Great-West Loomis Sayles Bond Init ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for mxblx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for tihrx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for mgvsx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Google Inc Class C , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for vmrgx investment picks
  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for rmfbx investment picks
  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cicax investment picks
  • Holdings: Imperial Tobacco Group PLC , Coca-Cola Co , Sanofi , Nestle SA , McDonald's Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for babdx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for plfdx investment picks
  • Holdings: Citigroup Inc , Weatherford International PLC , JPMorgan Chase & Co , Suncor Energy Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for acsdx investment picks
  • Holdings: Spectra Energy Corp , JM Smucker Co , Molson Coors Brewing Co , Fifth Third Bancorp , Synopsys Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for tcvix investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for faffx investment picks
  • Holdings: Microsoft Corp , Apple Inc , Gilead Sciences Inc , Johnson & Johnson , LyondellBasell Industries NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aoblx investment picks
  • Holdings: Equifax Inc , Advance Auto Parts Inc , Alkermes PLC , Robert Half International Inc , Genpact Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for himcx investment picks
  • Holdings: Kinder Morgan, Inc. , Intel Corp , Williams Companies Inc , American Water Works Co Inc , ONEOK Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tpyyx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for fcfrx investment picks
  • Holdings: Patriot Transportation Holdings Inc , First NBC Bank Holding Co , Fabrinet , Hallmark Financial Services Inc , Biglari Holdings Inc ,
  • Category: Small Blend
Sign-up for famfx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vtcix investment picks
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Funds From: pvuix - Principal MidCap Value III Inst to vtcix - Vanguard Tax-Managed Capital App I
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