Funds From: srvex - Victory Diversified Stock A Load Waived to ncvbx - Columbia Convertible Securities B


  • Holdings: Citigroup Inc , Comcast Corp Class A , Bank of America Corporation , EMC Corp , Applied Materials Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Constant Contact Inc , HCA Holdings Inc , Time Warner Cable Inc , Packaging Corp of America ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Balchem Corp , Lazard Ltd , WEX Inc , Mentor Graphics Corp , Euronet Worldwide Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Schlumberger NV , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Stock Index I , Voya US Bond Index I , Voya International Index I , Voya Russell Mid Cap Index I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Bright Horizons Family Solutions Inc , Swift Transportation Co , Bunzl PLC , Constant Contact Inc , Bakkafrost P/F ,
  • Category: World Stock
Sign-up for glnix investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Siemens Financier ([Wts/Rts]) , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for pcgyx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Common Stock I , MainStay Large Cap Growth I , MainStay Epoch US All Cap I ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity Advisor® International Discv I , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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  • Holdings: MFS® Research International R5 , MFS® International Value R5 , MFS® International Growth R5 , MFS® International New Discovery R5 , MFS® Emerging Markets Equity R5 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mdiox investment picks
  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pagax investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jalmx investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF , SPDR® Barclays Short Term Corp Bd ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for jrfnx investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for eistx investment picks
  • Holdings: JPMorgan Chase & Co , Danaher Corp , Visa Inc Class A , Johnson & Johnson , EMC Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ebmtx investment picks
  • Holdings: Nidec Corp , Nippon Telegraph & Telephone Corp ADR , Fuji Heavy Industries Ltd , Intesa Sanpaolo , Shire PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vieax investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds American Mutual R6 , American Funds Income Fund of Amer R6 ,
  • Category: Conservative Allocation
Sign-up for cnebx investment picks
  • Holdings: Actavis PLC , Gartner Inc Class A , Ross Stores Inc , Jones Lang LaSalle Inc , Fleetcor Technologies, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for ecgrx investment picks
  • Holdings: Mercadolibre Inc , Monster Beverage Corp , Mead Johnson Nutrition Co , Cerner Corp , Gartner Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for pskbx investment picks
  • Holdings: Micron Tech Cv 2.125% , Intel Cv 3.25% , CU Cv 1.875% , Bk Amer Pfd , Gilead Sciences Cv 1.625% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for ncvbx investment picks
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Funds From: srvex - Victory Diversified Stock A Load Waived to ncvbx - Columbia Convertible Securities B
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