Funds From: evhix - Eaton Vance High Income Opportunities B to sscyx - Saratoga Small Capitalization A


  • Holdings: Chevron Corp , Exxon Mobil Corporation , BP PLC , Schlumberger NV , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , Starbucks Corp , American Tower Corp , Google Inc Class C ,
  • Category: Large Growth
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Celgene Corp , Biogen Idec Inc , Regeneron Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 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
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  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Goldman Sachs Group Inc , Bank of America Corporation , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Samsonite International SA , Itau Unibanco Holding SA ADR , Saic Motor Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • 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
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  • Holdings: Union Pacific Corp , SBA Communications Corp , Rockwell Automation Inc , Foster Wheeler AG , Honeywell International Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Gilead Sciences Inc , Pfizer Inc , Merck & Co Inc , Amgen Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
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  • Holdings: Tencent Holdings Ltd. , Industrial And Commercial Bank Of China Ltd H Shares , Ping An Insurance Group H Shares , China Construction Bank Corp H Shares , CSPC Pharmaceutical Group Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , HSBC Hldgs (UK) (2nd) , Allianz SE , Australia and New Zealand Banking Group Ltd , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • 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: Wal-Mart Stores Inc , Amazon.com Inc , Home Depot Inc , Priceline Group Inc , Lowe's Companies Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Schlumberger NV , Facebook Inc Class A , Google Inc Class A , Starwood Hotels & Resorts Worldwide Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Reliance Industries Ltd , Li & Fung Ltd , United Continental Holdings Inc , Petroleo Brasileiro SA Petrobras ADR , DLF Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Green Plains Inc , Century Aluminum Co , Perry Ellis International Inc , Sanmina Corp , Pioneer Energy Services Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , US Treasury Bond 3.625% , FNMA , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Comcast Corp Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Biogen Idec Inc , Schlumberger NV , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank Of China Ltd. H Shares , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares , China Mobile Ltd , CNOOC Ltd ,
  • Category: China Region
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  • Holdings: Apple Inc , General Electric Co , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for jvlax investment picks
  • Holdings: ConnectOne Bancorp Inc , Stone Energy Corp , Enpro Industries Inc , Eagle Bancorp Inc , Teleflex Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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Funds From: evhix - Eaton Vance High Income Opportunities B to sscyx - Saratoga Small Capitalization A
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