Funds From: pdrgx - Putnam Dynamic Risk Allocation R6 to psoax - JPMorgan Small Cap Value A Load Waived


  • Holdings: FNMA , Vwo Us R Usl3m P 07/02/14 Cs , 3.25 R Iswp Fwd Usl3m P 09/17/2024 , Fannie Mae Single Family TBA 6% 2044-07-01 , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp ,
  • Category: World Allocation
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
Sign-up for aamtx investment picks
  • Holdings: Housing Development Finance Corp Ltd , Tata Consultancy Services Ltd , AIA Group Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , ITC Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: CLP Holdings Ltd , Loblaw Companies Ltd , Toronto-Dominion Bank , Canadian Imperial Bank of Commerce , National Bank of Canada ,
  • Category: Foreign Large Blend
Sign-up for CVHCX investment picks
  • Holdings: Markel Corporation , Omnicom Group Inc , Leucadia National Corp , Willis Group Holdings PLC , E*Trade Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for ovecx investment picks
  • Holdings: Janus Global Bond N , Janus International Equity N , Janus Flexible Bond N , Janus Short Term Bond N , INTECH U.S. Value I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Overseas I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Johnson & Johnson , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vinbx investment picks
  • Holdings: Janus Global Bond N , Janus International Equity N , INTECH U.S. Value I , INTECH International I , Janus Diversified Alternatives N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jmoax investment picks
  • Holdings: Wells Fargo & Co , Microsoft Corp , Pfizer Inc , ConocoPhillips , Hewlett-Packard Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Sx002501 Cds Usd R F 5.00000 2 Ccpcdx , Sx002501 Cds Usd P V 00mevent 1 Ccpcdx , Goldman Sachs Abs Return Tracker Instl , Sx002504 Cds Usd R F 5.00000 2 Ccpcdx , Sx002504 Cds Usd P V 00mevent 1 Ccpcdx ,
  • Category: Multialternative
Sign-up for grppx investment picks
  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya Russell Small Cap Index I ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for iistx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Walgreen Co , Microsoft Corp , Walt Disney Co ,
  • Category: Large Growth
Sign-up for gcilx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Roche Holding AG , Novartis AG , BP PLC , BHP Billiton Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Large Cap Growth Select , JPMorgan Intrepid Growth Sel ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ongax investment picks
  • Holdings: Google Inc Class C , Visa Inc Class A , Pioneer Natural Resources Co , Amazon.com Inc , Boeing Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for paglx investment picks
  • Holdings: Cs Cayman Commodity Access Str Mutual Fund , FNMA FRN , FFCB FRN , US Treasury Note 0.5% , US Treasury Note 0.25% ,
  • Category: Commodities Broad Basket
Sign-up for crccx investment picks
  • Holdings: HudBay Minerals Inc , Bill Barrett Corporation , Approach Resources Inc , Avnet Inc , Alere Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Johnson & Johnson , Chevron Corp , Wells Fargo & Co , Bank of America Corporation , General Motors Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for olvbx investment picks
  • Holdings: Realpage Inc , Select Comfort Corp , Terreno Realty Corp , Camden Property Trust , US Physical Therapy Inc ,
  • Category: Small Growth
Sign-up for DFSAX investment picks
  • Holdings: Amphenol Corp Class A , Carlisle Companies Inc , Humana Inc , Sherwin-Williams Co , Illumina Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for jcmax investment picks
  • Holdings: Heating Oil Flat Position No Contract , Crude Oil Brent Flat Position No Cntrct , Gas Oil Fut Flat Position No Contract , Gasoline Future Flat Position , Crude Oil Wti Flat Position No Contract ,
  • Category: Managed Futures
Sign-up for ngscx investment picks
  • Holdings: Schneider Electric , Vipshop Holdings Ltd ADR , CIE FINANCIERE RICHEMONT SA , Heineken Holding NV , K├╝hne & Nagel International AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for dilcx investment picks
  • Holdings: Tivo Inc , Portland General Electric Co , CYS Investments Inc , Helix Energy Solutions Group Inc , Iconix Brand Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for psoax investment picks
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Funds From: pdrgx - Putnam Dynamic Risk Allocation R6 to psoax - JPMorgan Small Cap Value A Load Waived
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