Funds From: pdrfx - Putnam Dynamic Risk Allocation C to mcnvx - MainStay Convertible Instl


  • Holdings: FNMA , Vwo Us R Usl3m P 07/02/14 Cs , 3.25 R Iswp Fwd Usl3m P 09/17/2024 , Fannie Mae Single Family TBA 6% 2044-07-01 , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp ,
  • Category: World Allocation
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  • Holdings: Facebook Inc Class A , Amazon.com Inc , Cisco Systems Inc , Qualcomm Inc , Time Warner Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO High Yield Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oicgx investment picks
  • Holdings: US Treasury Note 1% , Apple Inc , US Treasury Note 1.75% , US Treasury Note 3.5% , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Lloyds Banking Group PLC , BP PLC , Roche Holding AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for veubx investment picks
  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , US Treasury Note , US Treasury Bond 2.875% , JPMorgan Chase & Co , Citigroup Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Market Neutral
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  • Holdings: MSCI Inc , j2 Global Inc , Techne Corp , VeriFone Systems Inc , DineEquity Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Hutchison Whampoa Ltd , BHP Billiton PLC , Henkel Ag&Co. Kgaa Pfd , British American Tobacco PLC , Prudential PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nbsbx investment picks
  • Holdings: Signature Bank , HCC Insurance Holdings Inc , Littelfuse Inc , WEX Inc , Cathay General Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for lsvax investment picks
  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Value R6 , Voya Large Cap Growth Portfolio I , Voya International Core I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for isrix investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Sasol Ltd , Hyundai Motor Co , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
Sign-up for aemtx investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Pfizer Inc , JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Eaton Corp PLC ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for twqax investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Visa Inc Class A , Microsoft Corp , Juniper Networks Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for dtgrx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for fiarx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Salix Pharmaceuticals Cv 1.5% , Intel Cv 3.25% , Danaher Corp Del Cv , Jarden Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for mcnvx investment picks
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Funds From: pdrfx - Putnam Dynamic Risk Allocation C to mcnvx - MainStay Convertible Instl
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