Funds From: jiscx - Perkins Small Cap Value S to cmfix - CM Advisors Fixed Income


  • Holdings: Casey's General Stores Inc , Owens & Minor Inc , Plains All American Pipeline LP , Potlatch Corp , Clarcor Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for jiscx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for penmx investment picks
  • Holdings: Akamai Tech 144A Cv , Starwood Ppty Tr Cv 4.55% , Siemens Financier ([Wts/Rts]) , Liberty Interactive 144A 1% , Chesapeake Engy Cv 2.5% ,
  • Category: Convertibles
  • Morningstar Rating: 1 Stars
Sign-up for hicsx investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Italy(Rep Of) 4.5% ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pspbx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for mlfbx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for lmwdx investment picks
  • Holdings: General Electric Co , Wells Fargo & Co , Johnson & Johnson , Exxon Mobil Corporation , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gcvcx investment picks
  • Holdings: Bank of the Ozarks Inc , Affiliated Managers Group Inc , AmTrust Financial Services Inc , OSI Systems Inc , PRA Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for pmcax investment picks
  • Holdings: Apple Inc , American Tower Corp , Costco Wholesale Corp , Amazon.com Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ggrax investment picks
  • Holdings: Nitto Denko Corporation , China Resources Power Holdings Co Ltd , Tata Motors Ltd ADR , Nomura Research Institute Ltd. , Fuji Heavy Industries Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pinix investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Hon Hai Precision Ind Co Ltd , Samsung Electronics Co Ltd , Samsung Electnc Pfd , Zhuzhou CSR Times Electric Co Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for aphex investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Tencent Holdings Ltd , Canadian Pacific Railway Ltd , St James's Place PLC , Continental AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fvusa0024q investment picks
  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , Actavis PLC , McKesson Corp , Medtronic Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for hghrx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , US Treasury Note 0.75% , Biogen Idec Inc , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oaabx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Celgene Corp , Salesforce.com Inc , Applied Materials Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for pjtqx investment picks
  • Holdings: Apple Inc , Frontier Communications Corp Class B , Bristol-Myers Squibb Company , Merck & Co Inc , AbbVie Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pjiqx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y , Putnam Dynamic Asset Allocation Equity Y ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for prryx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Biogen Idec Inc , MasterCard Inc Class A , Nike Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for spfbx investment picks
  • Holdings: Profunds Swap Security U , Profunds Swap Security Gs ,
  • Category: Bear Market
Sign-up for ucpix investment picks
  • Holdings: 2 Year US Treasury Note Future Dec14 , Thrivent Limited Maturity Bond I , Thrivent Income I , Thrivent Partner Worldwide Allocation I , 30 Year US Treasury Bond Future Dec14 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tcaix investment picks
  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , SK Hynix Inc , China Mobile Ltd , Dubai Islamic Bank PSJ ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for pemlx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Citigroup Inc , Exxon Mobil Corporation , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pgcrx investment picks
  • Holdings: Pegatron Corp , Seven West Media Ltd , Savills PLC , Bandai Namco Holdings Inc , Forbo Holding AG ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 1 Stars
Sign-up for pnvax investment picks
  • Holdings: Guggenheim Strategy I , Csfbswap , Gsswap , Brswap , Gsswap ,
  • Category: Bear Market
Sign-up for ryizx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for cmfix investment picks
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Funds From: jiscx - Perkins Small Cap Value S to cmfix - CM Advisors Fixed Income
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