Funds From: fotax - Nuveen Oregon Intermediate Muni Bd A LW to ibnax - Ivy Balanced A Load Waived


  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Providence Service Corp , Belden Inc , OFG Bancorp , John Wiley & Sons Inc Class A , Sensient Technologies Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Novartis AG , British American Tobacco PLC , Wolters Kluwer NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Lowe's Companies Inc , Northrop Grumman Corp , CVS Health Corp , Quest Diagnostics Inc , Occidental Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Sandisk Cv 0.5% , Salesforce Com Cv 0.25% , Wellpoint Cv 2.75% , Priceline Grp Cv 1% , Stanley Uts 18 ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Randgold Resources Ltd ADR , B2Gold Corp , Agnico Eagle Mines Ltd , Royal Gold Inc , Franco-Nevada Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Applied Materials Inc , Microsoft Corp , 3M Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA 4% TBA , Govt Natl Mtg Asso 3.5% , FNMA , Apple Inc , Fed Natl Mort Assc 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Teva Pharmaceutical Industries Ltd ADR , 5 Year US Treasury Note Future Mar15 , Celgene Corp , FNMA ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , General Electric Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for indzx investment picks
  • Holdings: East West Bancorp Inc , iShares Russell 2000 Value , Synopsys Inc , ITT Corp , Berry Plastics Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for devlx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Boston Properties Inc , AvalonBay Communities Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Vodafone Group PLC , Sorenson Communications Inc , Ageas NV , CIT Group Inc , Samsung Electnc Pfd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for intax investment picks
  • Holdings: Novartis AG , Teva Pharmaceutical Industries Ltd ADR , CGI Group Inc Class A , Nordea Bank AB , Toyota Motor Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for degix investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Hitachi Ltd , AXA SA , Daiwa Securities Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for mfscx investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Verizon Communications Inc , Comcast Corp Class A , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ihgix investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for delix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for srhqx investment picks
  • Holdings: L Brands Inc , Union Pacific Corp , PNC Financial Services Group Inc , Southwest Airlines Co , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
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Funds From: fotax - Nuveen Oregon Intermediate Muni Bd A LW to ibnax - Ivy Balanced A Load Waived
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