Funds From: mwlix - Metropolitan West Low Duration Bond I to cihix - Cullen International High Dividend I


  • Holdings: iShares 20+ Year Treasury Bond , PowerShares Buyback Achievers , iShares Global Industrials , SPDR BarCap ST High Yield Bond ETF , iShares MSCI South Korea Capped ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 0.583 Jul 30 23 , Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 2.432 Jul 30 23 , Citi Usd Irs 0.239 May 29 43 , Citi Usd Irs 3.087 May 29 43 , Db Gbp Irs 0.593 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan High Yield R6 , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Mkts Eq R6 , JPMorgan Emerging Markets Debt R6 , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , BB Seguridade Participacoes SA , Ambev SA ADR , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for wbenx investment picks
  • Holdings: The Middleby Corp , CoStar Group Inc , American Axle & Mfg Holdings Inc , Aspen Technology Inc , Restoration Hardware Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for anocx investment picks
  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Google Inc Class A , Bayer AG , Home Depot, Inc. ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Thrivent Income I , Thrivent Partner Worldwide Allocation I , Thrivent Large Cap Value I , 5 Year US Treasury Note Future June14 , Thrivent Limited Maturity Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Kinnevik Investment AB Class B , Svenska Handelsbanken Class A , BG Group PLC , Novo Nordisk A/S ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , BP PLC , Total SA , Roche Holding AG , Commonwealth Bank of Australia ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Micron Technology Inc , SanDisk Corp , Workday Inc Class A , KLA-Tencor Corp , T-Mobile US Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for htecx investment picks
  • Holdings: Apple Inc , Taiwan Semiconductor Manufacturing Co Ltd , Novo Nordisk A/S , Google Inc Class A , Google Inc Class C ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cagex investment picks
  • Holdings: Apple Inc , CVS Caremark Corp , Gilead Sciences Inc , Qualcomm Inc , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for cieyx investment picks
  • Holdings: Ultra Petroleum Corp , Orion Marine Group Inc , International Rectifier , Newalta Corp , Zimmer Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for atdfx investment picks
  • Holdings: Independent Bank Group Inc , Extreme Networks, Inc. , Air Lease Corp Class A , M.D.C. Holdings, Inc. , AK Steel Holding Corporation ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
Sign-up for rosfx investment picks
  • Holdings: Apple Inc , Qualcomm Inc , Microsoft Corp , Starwood Hotels & Resorts Worldwide Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for clgex investment picks
  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Pfizer Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jvltx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , AIA Group Ltd , China Construction Bank Corp H Shares , Hutchison Whampoa Ltd ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for jcoix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Visa Inc Class A , Gilead Sciences Inc , PepsiCo Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for snigx investment picks
  • Holdings: Apache Corporation , Consolidated Water Co Ltd , CVR Refining LP , Qualcomm Inc , Dollar Gen Corp New 3.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for twocx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc Class C , Avago Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for cthcx investment picks
  • Holdings: Huron Consulting Group, Inc. , Icon PLC , CoStar Group, Inc. , PolyOne Corporation , Watsco, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for tsgux investment picks
  • Holdings: SunTrust Banks Inc , Teradata Corp , Tyco International Ltd , State Street Corp , FMC Corporation ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG ADR , GlaxoSmithKline PLC , Imperial Tobacco Group PLC , Zurich Insurance Group AG , Total SA ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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Funds From: mwlix - Metropolitan West Low Duration Bond I to cihix - Cullen International High Dividend I
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