Funds From: balfx - American Funds American Balanced F1 to grspx - Greenspring


  • Holdings: Microsoft Corporation , Wells Fargo & Co , Amazon.com Inc , Home Depot, Inc. , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: SPDR S&P 500 , PowerShares QQQ , Technology Select Sector SPDR® ETF , iShares S&P 100 , SPDR S&P MidCap 400 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for etfyx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Interm-Tm Corp Bd Idx ETF , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for jreox investment picks
  • Holdings: iShares iBoxx $ Invst Grade Crp Bond , Vanguard Long-Term Bond Index ETF , iShares Floating Rate Bond , JPMorgan Chase & Co , Best Buy Co Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wbadx investment picks
  • Holdings: iShares Russell 2000 Value , Cleco Corp , Bank of the Ozarks Inc , Southwest Gas Corp , Esterline Technologies ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for gsqtx investment picks
  • Holdings: Valeant Pharmaceuticals International Inc , Air Lease Corp Class A , Digital Realty Trust, Inc. , Oracle Corporation , Crown Holdings Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for ostvx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for vficx investment picks
  • Holdings: Invesco Diversified Dividend R6 , PowerShares FTSE RAFI Dev Mkts ex-US , Invesco International Growth R6 , Invesco Balanced-Risk Allc R6 , Invesco Developing Markets R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aadax investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mckax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for fritx investment picks
  • Holdings: United Parcel Service Inc (UPS) Class B , Schlumberger NV , Emerson Electric Co , Exxon Mobil Corporation , Medtronic Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for mapox investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for lctrx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for sbltx investment picks
  • Holdings: Pfizer Inc , Chevron Corp , Exxon Mobil Corporation , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lsvex investment picks
  • Category: Inflation-Protected Bond
Sign-up for fsiyx investment picks
  • Holdings: Delta Air Lines Inc , Morgan Stanley , Western Digital Corp , DR Horton Inc , Toll Brothers Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nefgx investment picks
  • Holdings: Altria Group Inc. , Philip Morris International, Inc. , Novartis AG , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rirbx investment picks
  • Holdings: Sociedad Quimica Y Minera De Chile SA ADR , Turquoise Hill Resources Ltd , First Quantum Minerals Ltd , Mosaic Co , Cabot Oil & Gas Corp Class A ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for rsnyx investment picks
  • Holdings: Public Service Enterprise Group Inc , Microsoft Corp , Royal Dutch Shell PLC ADR Class A , JPMorgan Chase & Co , Total SA ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for hwiax investment picks
  • Holdings: JPMorgan Chase & Co , Amgen Inc , Bny Mellon Cash Reserve Eod Fund , EMC Corp , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bpavx investment picks
  • Holdings: ConocoPhillips , AT&T Inc , Intel Corp , Total SA ADR , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for adjpx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for bmscx investment picks
  • Holdings: Eaton Corp PLC , Microsoft Corp , JPMorgan Chase & Co , BB&T Corp , Aetna Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for valdx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for fbcvx investment picks
  • Holdings: NEXT Co Ltd , Lonza Group AG , Bank of Ireland (Governor & Co of) , Grupo Catalana de Occidente SA , Tech Mahindra Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 5 Stars
Sign-up for oscix investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Nvidia 144A Cv 1% , Wells Fargo & Co, San Francisco Ca Pfd , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for cnsdx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for mmhyx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Chevron Corp , E I du Pont de Nemours & Company , Monsanto Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pwbcx investment picks
  • Category: Emerging Markets Bond
Sign-up for embax investment picks
  • Holdings: Energen Corp , Republic Services Inc Class A , j2 Global Inc , KBR Inc , Harmonic Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for grspx investment picks
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Funds From: balfx - American Funds American Balanced F1 to grspx - Greenspring
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