Funds From: speax - Alger Analyst A Load Waived to facvx - Fidelity Advisor Convertible Secs A


  • Holdings: Jarden Corp , Royal Caribbean Cruises Ltd , Sherwin-Williams Co , Honeywell International Inc , CoStar Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Keyera Corp , Gildan Activewear Inc , Open Text Corp , Methanex Corp , Baytex Energy Corp ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Monsanto Co , BHP Billiton PLC , Potash Corp of Saskatchewan Inc , CF Industries Holdings Inc , Syngenta AG ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 5 Stars
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  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Short-Term Instl , PIMCO Real Return Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Income Instl , PIMCO Floating Income Instl , AllianzGI Short Duration High Inc Instl , AllianzGI Best Styles Global Eq R6 , PIMCO 1-5 Year U.S. TIPS ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Short-Term Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Senior Floating Rate Instl , PIMCO Short-Term Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
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  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Income Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Holdings: Central Fund of Canada Common , Royal Gold Inc , Goldcorp Inc , Agnico Eagle Mines Ltd , Newmont Mining Corp ,
  • Category: Currency
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  • Holdings: Healthsouth Corp , Clarcor Inc , Cardtronics Inc , Heartland Express Inc , Blount International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Vail Resorts Inc , Under Armour Inc Class A , Genesee & Wyoming Inc Class A , Choice Hotels International Inc , Gartner Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Kohl's Corp , Loews Corp , Expedia Inc , Gap Inc , Fifth Third Bancorp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , eBay Inc , Murata Mfg Co Ltd ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for iptrx investment picks
  • Holdings: Hanesbrands Inc , SBA Communications Corp , Crown Castle International Corp , Sherwin-Williams Co , Ross Stores Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Priceline Group Inc , Gilead Sciences Inc , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Sanofi , Roche Holding AG Dividend Right Cert. , GlaxoSmithKline PLC , BNP Paribas , Samsung Electronics Co Ltd GDR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for itfex investment picks
  • Holdings: Us Treasury N/B 0.5 9/30/2016 , Us Treasury N/B 1.75 9/30/2019 , JPMorgan Chase & Co , Citigroup Inc , Us Treasury N/B 1 9/15/2017 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Eurasia Drilling Co Ltd GDR , WH Group Ltd , KB Financial Group Inc , Cathay Financial Holding Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electronics Co Ltd , Eurasia Drilling Co Ltd GDR , WH Group Ltd , KB Financial Group Inc , Cathay Financial Holding Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electronics Co Ltd , Eurasia Drilling Co Ltd GDR , WH Group Ltd , KB Financial Group Inc , Cathay Financial Holding Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Sumitomo Mitsui Trust Holdings Inc , Mabuchi Motor Co., Ltd. , NTT DoCoMo Inc ADR , Chugoku Marine Paints Ltd , Seven & i Holdings Co Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Sumitomo Mitsui Trust Holdings Inc , Mabuchi Motor Co., Ltd. , NTT DoCoMo Inc ADR , Chugoku Marine Paints Ltd , Seven & i Holdings Co Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Unibail-Rodamco SE , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for vgsax investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Reckitt Benckiser Group PLC , Philip Morris International Inc ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for vgeax investment picks
  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Mtr Co Del Cv 4.25% , Mgm Resorts Intl Cv 4.25% , General Motors Co , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for facvx investment picks
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Funds From: speax - Alger Analyst A Load Waived to facvx - Fidelity Advisor Convertible Secs A
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