Funds From: wgrix - Wintergreen Institutional to phrex - Phocas Real Estate


  • Holdings: Jardine Matheson Holdings Ltd , Swatch Group AG , Berkshire Hathaway Inc Class B , British American Tobacco PLC , Franklin Resources Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for wgrix investment picks
  • Holdings: Schlumberger NV , Charles Schwab Corp , Qualcomm Inc , Express Scripts , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for bagax investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Chevron Corp , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for dfuex investment picks
  • Holdings: US Treasury TIP 1.75% , US Treasury TIP 1.125% , Simon Property Group Inc , US Treasury TIP 2.125% , US Treasury TIP 2.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for tpdax investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Unibail-Rodamco SE , Host Hotels & Resorts Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for igcax investment picks
  • Holdings: Qatar National Bank SAQ , Engro Corp Ltd , Bank of Georgia Holdings PLC , Credicorp Ltd , Banco Davivienda SA Pfd ,
  • Category: Diversified Emerging Mkts
Sign-up for hsfix investment picks
  • Holdings: Graphic Packaging Holding Co , Berry Plastics Group Inc , Synaptics Inc , KapStone Paper And Packaging Corp , Take-Two Interactive Software Inc ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
Sign-up for mrsnx investment picks
  • Holdings: American Tower Corp , Enbridge Inc , National Grid PLC , Spectra Energy Corp , Ferrovial SA ,
  • Category: World Stock
Sign-up for bglyx investment picks
  • Holdings: BlackRock Bond Index Investor A , BlackRock Russell 1000 Index T , Blackrock ACWI Ex-US Index Investor A , iShares TIPS Bond , BlackRock Small Cap Index A ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for liqix investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for mmrnx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for usprx investment picks
  • Holdings: Prudential Finl , Ing Groep N V Pfd , Metlife Pfd , Hsbc Hldgs Pfd , SPDR BarCap ST High Yield Bond ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for afpax investment picks
  • Holdings: Anixter International Inc , Old Dominion Freight Lines , Finish Line Inc , EMCOR Group, Inc. , Raven Industries Inc ,
  • Category: Small Growth
Sign-up for cscex investment picks
  • Holdings: Franklin Income R6 , Franklin Mutual Shares R6 , Templeton Growth R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ffarx investment picks
  • Holdings: Reliance Industries Ltd , Li & Fung Ltd , United Continental Holdings Inc , Petroleo Brasileiro SA Petrobras ADR , Adani Enterprises Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for jigfx investment picks
  • Holdings: iShares MSCI Emerging Markets , Vanguard European Stock Index ETF , Energy Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for vaacx investment picks
  • Holdings: Wells Fargo & Co , Pfizer Inc , Chevron Corp , Hewlett-Packard Co , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jpivx investment picks
  • Holdings: American Century Growth Inv , American Century Heritage Inv , American Century International Gr Inv , American Century Equity Growth Inv , American Century Diversified Bond Inv ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aogix investment picks
  • Holdings: Nestle SA , T. Rowe Price Short-Term Bond , Bayer AG , Novartis AG , Royal Dutch Shell PLC ADR Class B ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for trosx investment picks
  • Holdings: Gilead Sciences Inc , Merck & Co Inc , Johnson & Johnson , Biogen Idec Inc , Bristol-Myers Squibb Company ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for schlx investment picks
  • Holdings: Exxon Mobil Corporation , JPMorgan Chase & Co , Merck & Co Inc , Pfizer Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ibedx investment picks
  • Holdings: TRW Automotive Holdings Corp , TE Connectivity Ltd , Apache Corporation , MasterCard Inc Class A , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for oarlx investment picks
  • Holdings: Simon Property Group Inc , Extra Space Storage, Inc. , American Tower Corp , SL Green Realty Corporation , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for phrex investment picks
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Funds From: wgrix - Wintergreen Institutional to phrex - Phocas Real Estate
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