Funds From: APIGX - API Efficient Frontier Capital Inc A LW to GAIBX - American Funds Gr and Inc Port B


  • Holdings: Norfolk Southern Corp , Dow Chemical Co , Merck & Co , PartnerRe Ltd , Reynolds American Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: ASICS Corp , Kao Corp , Ryohin Keikaku Co., Ltd. , Nidec Corp , Shimano Inc. ,
  • Category: Japan Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Ametek Inc , Donaldson Co Inc , WNS (Holdings) Ltd ADR , CNO Financial Group Inc , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Halliburton Co , Raytheon Co , Walt Disney Co , Wells Fargo & Co , Thermo Fisher Scientific Inc ,
  • Category: Large Value
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Verizon Communications Inc , Apple Inc , Chesapeake Engy Pfd 144A , BP PLC ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: FNMA , US Treasury Note 0.25% , FNMA , US Treasury Note 4.75% , US Treasury Note 2.75% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Amerco Inc , Primoris Services Corporation , Tutor Perini Corp , SunOpta, Inc. , Berry Plastics Group Inc ,
  • Category: Small Blend
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  • Holdings: GMO Global Asset Allocation III ,
  • Category: World Allocation
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Apprec Idx ETF , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Global Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: Priceline Group Inc , Fastenal Co , Amazon.com Inc , Salesforce.com Inc , LinkedIn Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
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  • Holdings: Randgold Resources Ltd ADR , Franco-Nevada Corp , SPDR Gold Shares , Royal Gold Inc , New Gold Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for OGMIX investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Total SA , TDC A/S , Pfizer Inc ,
  • Category: World Stock
Sign-up for IBIYX investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Value R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Mid Cap Value R5 ,
  • Category: Target Date 2021-2025
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 , American Funds Global Balanced R6 ,
  • Category: Conservative Allocation
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  • Category: Nontraditional Bond
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Verizon Communications Inc , Johnson & Johnson , Procter & Gamble Co ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares National AMT-Free Muni Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Tracking ETF , iShares Russell 1000 , PowerShares DB Gold ETF ,
  • Category: Tactical Allocation
Sign-up for NICAX investment picks
  • Holdings: GuideMark World ex-US Instl , SPDR S&P 500 , GuideMark Opportunistic Equity Instl , GuideMark Core Fixed Income Instl , GuideMark Large Cap Growth Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for GITTX investment picks
  • Holdings: Liberty Mut Grp 144A FRN , iShares US Preferred Stock , Energy Transfer Equity LP , Mcdermott Intl 144A 8% , Breitburn Engy Partners L P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for NWQAX investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2051+
Sign-up for LFIIX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , American Airlines Group Inc , S+p500 Emini Fut Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for WFQBX investment picks
  • Holdings: SPDR S&P 500 , iShares Russell 2000 , Beam Inc , Hartford Financial Services Group Inc , SPDR S&P MidCap 400 ,
  • Category: Multialternative
Sign-up for NABCX investment picks
  • Holdings: Tower International Inc , Deluxe Corp , Constellium NV Class A , Athlon Energy Inc , Neenah Paper Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for LGOCX investment picks
  • Category: Nontraditional Bond
Sign-up for ARCFX investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for GAIBX investment picks
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Funds From: APIGX - API Efficient Frontier Capital Inc A LW to GAIBX - American Funds Gr and Inc Port B
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