Funds From: oasgx - Optimum Small-Mid Cap Growth A LW to oalvx - Optimum Large Cap Value A Load Waived


  • Holdings: Mobileye Series F2 Preferred , WNS (Holdings) Ltd ADR , Donaldson Co Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Flextronics International Ltd , Fairchild Semiconductor International Inc , Myriad Genetics Inc , Trueblue Inc , VAALCO Energy Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Short Term Bond I , Columbia Intermediate Bond I , Columbia Income Opportunities I , Columbia US Government Mortgage I , Columbia Dividend Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan High Yield R6 , JPMorgan Intrepid International Inst , JPMorgan Realty Income Instl , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Markets Debt R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: LKQ Corp , The Middleby Corp , CoStar Group Inc , Restoration Hardware Holdings Inc , Shutterstock Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for esiyx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: HCA Holdings Inc , Crown Holdings Inc , Jarden Corp , PacWest Bancorp , CACI International Inc Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Assured Guaranty Ltd , Swift Transportation Co , United Continental Holdings Inc , Alaska Air Group Inc , Catalent Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares International Select Dividend , Fed Natl Mort Assc 4.5% , FHLMC 4% , Apple Inc , FNMA 3% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Novartis AG , Unilever PLC , Roche Holding AG Dividend Right Cert. , Sumitomo Mitsui Financial Group Inc , Royal Bank of Scotland Group (The) PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for rldax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for lisax investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , Merck & Co Inc , JPMorgan Chase & Co , Marsh & McLennan Companies Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for hqiax investment picks
  • Holdings: American Equity Investment Life Holding Co , Columbia Banking System Inc , DigitalGlobe Inc , Stewart Information Services Inc , Stifel Financial Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for tsoax investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Microsoft Corp , Medtronic Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tvlax investment picks
  • Holdings: iShares MSCI EAFE Small-Cap , Iriso Electronics Co., Ltd. , Hanssem Co Ltd , Greencore Group PLC , Fastighets AB Balder Class B ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for tnsax investment picks
  • Holdings: Tractor Supply Co , Cepheid , Copart Inc , Signet Jewelers Ltd , Best Buy Co Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for ognax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for oafix investment picks
  • Holdings: Apple Inc , Google Inc , Facebook Inc Class A , Gilead Sciences Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for oalgx investment picks
  • Holdings: AmTrust Financial Services Inc , Bank of the Ozarks Inc , Affiliated Managers Group Inc , OSI Systems Inc , CarMax Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for fulax investment picks
  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for sauax investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , MIP International Tilts Master Portfolio , Master Small Cap Index ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for slrax investment picks
  • Holdings: Lockheed Martin Corp , Philip Morris International Inc , JPMorgan Chase & Co , International Business Machines Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for oalvx investment picks
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Funds From: oasgx - Optimum Small-Mid Cap Growth A LW to oalvx - Optimum Large Cap Value A Load Waived
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