Funds From: cwbcx - American Funds Capital World Bond C to iviox - IVA International A Load Waived


  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Exelon Corp , Southern Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for FKINX investment picks
  • Holdings: Apple Inc , Google Inc Class A , CVS Caremark Corp , Citigroup Inc , MasterCard Inc Class A ,
  • Category: Large Growth
Sign-up for CNRUX investment picks
  • Holdings: Sanofi , Rio Tinto PLC , Sandvik AB , Aon plc , LVMH Moet Hennessy Louis Vuitton SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for iibcx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for sfvbx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Schlumberger NV , Biogen Idec Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for stcix investment picks
  • Holdings: Sumitomo Mitsui Financial Group Inc , Toyota Motor Corp , Mitsubishi UFJ Financial Group Inc , Seven & i Holdings Co Ltd , Telekomunikasi Indonesia (Persero) Tbk Class B ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 1 Stars
Sign-up for tgrrx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for SPIBX investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl , Nationwide Portfolio Complt Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for nwoax investment picks
  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Seagate Hdd Cayman 144A 4.75% , Hornbeck Offshore Svcs Inc New 5.875% , Kraton Polymers Llc / Kraton 6.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ekscx investment picks
  • Holdings: Amazon.com Inc , Celgene Corp , Biogen Idec Inc , Schlumberger NV , CVS Caremark Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for lmplx investment picks
  • Holdings: Discover Financial Services , LyondellBasell Industries NV , Biogen Idec Inc , Morgan Stanley , EOG Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for BULRX investment picks
  • Holdings: Clearwire Comm 144A 8.25% , Mgic Invt Corp Wis Cv 5% , Salesforce Com Cv 0.25% , Wells Fargo & Co, San Francisco Ca Pfd , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for lbcqx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Bond Index Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for nwhax investment picks
  • Holdings: SVB Financial Group , Affiliated Managers Group Inc , Iberiabank Corp , Wintrust Financial Corp , Signature Bank ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for sbvax investment picks
  • Holdings: Abercrombie & Fitch Co Class A , E*Trade Financial Corp , LPL Financial Holdings Inc , Harman International Industries Inc , ManpowerGroup ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
Sign-up for vscax investment picks
  • Holdings: Acacia Research Corporation , Value Partners Group Ltd , Ashmore Group PLC , Kennedy-Wilson Holdings Inc , Unit Corp ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for rlprx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for itybx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO High Yield Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for ptndx investment picks
  • Holdings: Exxon Mobil Corporation , Hewlett-Packard Co , Walt Disney Co , JPMorgan Chase & Co , Avago Technologies Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dvfax investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Royal Dutch Shell PLC ADR Class A , Chevron Corp , Macy's Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for vvoax investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS AR Inst , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for pfydx investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbupx investment picks
  • Holdings: Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl , Sterling Capital Total Return Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for bcgcx investment picks
  • Holdings: Mitsui Fudosan Co Ltd , Mitsubishi Estate , Sun Hung Kai Properties Ltd , Land Securities Group PLC , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for irfax investment picks
  • Holdings: Nestle SA , Astellas Pharma Inc , Gold Bullion , Genting Malaysia Bhd , Singapore(Govt Of) 3.75% ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for iviox investment picks
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Funds From: cwbcx - American Funds Capital World Bond C to iviox - IVA International A Load Waived
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