Funds From: iyeax - Ivy Tax-Managed Equity A Load Waived to hbusx - Hartford US Government Secs HLS IB


  • Holdings: Gilead Sciences Inc , Toyota Mtr Cr FRN , Apple Inc , Las Vegas Sands Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Casey's General Stores Inc , Granite Construction Inc. , Triangle Petroleum Corp , MDC Partners Inc Class A , Clarcor Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Real Return Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares Core S&P 500 , iShares Russell 1000 Growth , iShares Russell Mid-Cap Growth , iShares Short Treasury Bond , iShares Russell 2000 Value ,
  • Category: Large Blend
Sign-up for fmtsx investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for fgarx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Celgene Corp , Biogen Idec Inc , Regeneron Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , BP PLC , Nestle SA , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for tnayx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Pfizer Inc , Suncor Energy Inc , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for iglgx investment picks
  • Holdings: Johnson & Johnson , Gilead Sciences Inc , Pfizer Inc , Merck & Co Inc , Amgen Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Bank of America Corporation , Cisco Systems Inc , General Electric Co , Dow Chemical Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for cevwx investment picks
  • Holdings: Danaher Corp , US Treasury Note 2.75% , United Technologies Corp , Marsh & McLennan Companies Inc , UnitedHealth Group Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for PRWCX investment picks
  • Holdings: Tyco International Ltd , AIA Group Ltd , LM Ericsson Telephone Company Class B , Citigroup Inc , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Csfb , InterMune Inc , Puma Biotechnology Inc , Isis Pharmaceuticals , Brswap ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Senior Floating Rate Instl , PIMCO Short-Term Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for aglpx investment picks
  • Holdings: Salix Pharmaceuticals Ltd , Trinity Industries Inc , Patterson-UTI Energy Inc , Synovus Financial Corp , United Therapeutics Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for rymgx investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Income Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for avspx investment picks
  • Holdings: Apple Inc , American Tower Corp , Google Inc Class C , Google Inc Class A , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Southern Co , Sempra Energy ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
Sign-up for ryutx investment picks
  • Holdings: FFCB 0.99% , FHLBA 1% , Russell 2000 Mini Sep14 Imeq 20140919 , Wti Crude Future Sep14 Xnym 20140820 , Brent Crude Futr Sep14 Ifeu 20140814 ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for sunwx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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Funds From: iyeax - Ivy Tax-Managed Equity A Load Waived to hbusx - Hartford US Government Secs HLS IB
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