Funds From: hwmax - Hotchkis & Wiley Mid-Cap Value A LW to frorx - Franklin OR Tax-Free Income A LW


  • Holdings: ARRIS Group Inc , SunTrust Banks Inc , Cobalt International Energy Inc , Willis Group Holdings PLC , Goodyear Tire & Rubber Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Kennedy-Wilson Holdings Inc , Sequential Brands Group Inc , SBA Communications Corp , BankUnited Inc , United Rentals Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Union Pacific Corp , Visa Inc Class A , Apple Inc , Monsanto Co , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Cheniere Energy Inc , Targa Resources Corp , Energy Transfer Equity LP , NRG Energy Inc , Sempra Energy ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , CNOOC Ltd , Hyundai Motor Co , iShares MSCI Emerging Markets ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: United Technologies Corp , Union Pacific Corp , General Electric Co , W W Grainger Inc , Tyco International Ltd ,
  • Category: Industrials
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd , Housing Development Finance Corp Ltd , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Westar Energy Inc , SCANA Corp , UIL Holdings Corp , Xcel Energy Inc , CMS Energy Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Mitsubishi Estate , Dexus Property Group , Equity Residential ,
  • Category: Global Real Estate
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV , JHFunds2 Alpha Opportunities NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for jlfax investment picks
  • Holdings: Actavis PLC , Apple Inc , International Business Machines Corp , McGraw Hill Financial Inc , Alliance Data Systems Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for wafix investment picks
  • Holdings: Danaher Corp , Stericycle Inc , Westinghouse Air Brake Technologies Corp , Ecolab Inc , Verisk Analytics Inc ,
  • Category: Large Growth
Sign-up for BAWAX investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for tnabx investment picks
  • Holdings: Google Inc Class A , Hospira Inc , Schlumberger NV , Apple Inc , Boeing Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for bufex investment picks
  • Holdings: General Dynamics Corp , Siemens AG , Northrop Grumman Corp , Anixter International Inc , China Southern Airlines Co Ltd H Shares ,
  • Category: Industrials
  • Morningstar Rating: 2 Stars
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Funds From: hwmax - Hotchkis & Wiley Mid-Cap Value A LW to frorx - Franklin OR Tax-Free Income A LW
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