Funds From: rptrx - Royce Partners Svc to tffix - Touchstone Focused Instl


  • Holdings: E-L Financial Corp Ltd , Atrion Corp , State Street Corp , Value Partners Group Ltd , Reliance Steel and Aluminum ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for rptrx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO Real Return Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pehdx investment picks
  • Holdings: KKR & Co LP , Apollo Global Management LLC Class A , The Adt Corporation 3.5% , Molycorp Inc Del 10% , Sprint Cap 8.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for trifx investment picks
  • Holdings: Argentina Rep 8.28% , Argentine Republic 8.28% , Argentina Rep 1.33% , Lululemon Athletica Inc , NRG Energy Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for hcorx investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , WNS (Holdings) Ltd ADR , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for ltfcx investment picks
  • Holdings: Franklin Rising Dividends R6 , Franklin DynaTech R6 , Franklin Intl Small Cap Growth R6 , Franklin Mutual European R6 , iShares Core S&P 500 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for FTRCX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Facebook Inc Class A , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rsgtx investment picks
  • Holdings: Altria Group Inc , Philip Morris International Inc , Verizon Communications Inc , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cirax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Pfizer Inc , Oracle Corporation , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ccrzx investment picks
  • Holdings: BP PLC ADR , Novartis AG , Royal Dutch Shell PLC ADR Class B , Daimler AG , HSBC Holdings PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for sahmx investment picks
  • Holdings: Wintrust Financial Corp , Amsurg Corp , Verint Systems Inc , Dupont Fabros Technology Inc , UIL Holdings Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for jcsdx investment picks
  • Holdings: Keurig Green Mountain Inc , Salix Pharmaceuticals Ltd , Priceline Group Inc , Apple Inc , Eli Lilly and Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for jtcnx investment picks
  • Holdings: Netflix Inc , IHS Inc Class A , NXP Semiconductors NV , Autodesk Inc , Actavis PLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for jhmsx investment picks
  • Holdings: Columbia Intermediate Bond I , Columbia Corporate Income I , Columbia Contrarian Core I , Columbia US Government Mortgage I , Columbia Income Opportunities I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cbmzx investment picks
  • Holdings: Atrion Corp , US Physical Therapy Inc , Sun Communities Inc , Bryn Mawr Bank Corp , Brown & Brown Inc ,
  • Category: Small Blend
Sign-up for cdofx investment picks
  • Holdings: The Middleby Corp , Acuity Brands Inc , Acadia Healthcare Co Inc , Envestnet Inc , Old Dominion Freight Lines ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for osgcx investment picks
  • Holdings: United Bank Ltd , Brilliance China Automotive Holdings Ltd , Remgro Ltd , Unilever PLC , Anheuser-Busch Inbev SA ,
  • Category: Diversified Emerging Mkts
Sign-up for tzemx investment picks
  • Holdings: Digital Realty Trust Inc , American Realty Capital Properties Inc Class A , General Growth Pptys Inc New Pfd , BioMed Realty Trust Inc , Campus Crest Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for lriix investment picks
  • Holdings: Gilead Sciences Inc , Thermo Fisher Scientific Inc , Express Scripts , JPMorgan Chase & Co , Mead Johnson Nutrition Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for tvrrx investment picks
  • Holdings: TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl , TIAA-CREF International Eq Instl , TIAA-CREF International Opps Instl ,
  • Category: Large Growth
Sign-up for tsapx investment picks
  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , JPMorgan Equity Income Select , Hsbc Growth Portfolio , AMG Trilogy Emerging Markets Eq Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for hbagx investment picks
  • Holdings: Bank of New York Mellon Corp , Goldman Sachs Group Inc , Mondelez International Inc Class A , Bank of America Corporation , Abbott Laboratories ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tffix investment picks
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Funds From: rptrx - Royce Partners Svc to tffix - Touchstone Focused Instl
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