Funds From: pacax - Putnam Dynamic Asset Allocation Cns A LW to dcscx - Davis Appreciation & Income C


  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pacax investment picks
  • Holdings: Blackrock Large Cap Growth Agr , Blackrock Mstr Basic Val Fund Agr , iShares US Technology , iShares MSCI Japan , iShares US Financials ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for baapx investment picks
  • Holdings: Fiesta Restaurant Group Inc , Valeant Pharmaceuticals International Inc , Actavis PLC , Alere Inc , Golar LNG Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for vfpax investment picks
  • Holdings: Liberty Mut Grp 144A FRN , Frontier Comms 7.625% , Seadrill 144A 6.125% , Chs Pfd , Ladenburg Thalmann Finl Svcs Cv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nwqax investment picks
  • Holdings: Alaska Air Group Inc , Westar Energy Inc , Piedmont Office Realty Trust Inc , Fifth Third Bancorp , Retail Properties of America Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for hsmbx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2041-2045
Sign-up for JMYAX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2036-2040
Sign-up for JOBEX investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Total SA , Roche Holding AG Dividend Right Cert. , Novo Nordisk A/S Class B , AstraZeneca PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
Sign-up for mdefx investment picks
  • Holdings: MetLife Inc , Merck & Co Inc , JPMorgan Chase & Co , Chevron Corp , National Oilwell Varco Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hvotx investment picks
  • Holdings: Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE , Mitsubishi Estate Co Ltd , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for puebx investment picks
  • Holdings: AA PLC , ASML Holding NV , Rexel SA , ProSiebenSat 1 Media AG , Barclays PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for hfebx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Morgan Stanley , MasterCard Inc Class A , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for pbqax investment picks
  • Holdings: Fidelity® Series Equity-Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series Growth Company F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for FKTHX investment picks
  • Holdings: Merck & Co Inc , Apple Inc , Goldman Sachs Group Inc , MetLife Inc , Diebold Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pjiax investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Bk Amer Pfd , Wells Fargo & Co, San Francisco Ca Pfd , Nvidia 144A Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for cnsbx investment picks
  • Holdings: Biomarin Pharmaceutical Inc , Alexion Pharmaceuticals Inc , Vertex Pharmaceuticals Inc , HCA Holdings Inc , Incyte Corp Ltd ,
  • Category: Health
  • Morningstar Rating: 5 Stars
Sign-up for phlax investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , iShares TIPS Bond , Master Small Cap Index ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for nlwax investment picks
  • Holdings: Raymond James Financial Inc , Old Dominion Freight Lines , Packaging Corp of America , Jarden Corp , Genesee & Wyoming Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for hszrx investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Liberty Media Corporation Class C , Jarden Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for lshax investment picks
  • Holdings: Flextronics International Ltd , JPMorgan Chase & Co , Wells Fargo & Co , Goldman Sachs Group Inc , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pbeax investment picks
  • Holdings: Russell 2000 Index Mini TIC , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for ryrux investment picks
  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Devon Energy Corp , Allegheny Technologies Inc , Universal Health Services Inc Class B ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dcscx investment picks
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Funds From: pacax - Putnam Dynamic Asset Allocation Cns A LW to dcscx - Davis Appreciation & Income C
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