Funds From: arccx - Arbitrage Credit Opportunities C to pinyx - Putnam International Growth Y


  • Holdings: Simon Property Group Inc , Boston Properties Inc , Ventas Inc , Public Storage , Host Hotels & Resorts Inc ,
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Visa Inc Class A , Skyworks Solutions Inc , Apple Inc , Facebook Inc Class A , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Guggenheim Strategy II , Guggenheim Strategy III , Guggenheim Strategy I , Cfc Managed Futures , Guggenheim Enhanced Short Dur ETF ,
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
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  • Holdings: SVB Financial Group , Ciena Corp , Salix Pharmaceuticals Ltd , UMB Financial Corp , Mellanox Technologies Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Blackrock Total Return Fund 2045 , BlackRock Master Basic Value LLC , BlackRock Master Large Cap Growth Port , BlackRock Emerging Mkts Instl , BlackRock International Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: Shire PLC , Galaxy Entertainment Group Ltd , ENEL Ente Nazionale per L'Energ Elet SPA , Associated British Foods PLC , Continental AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Anheuser-Busch Inbev SA , AstraZeneca PLC , Siemens AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note , Csmc Tr 2013-6 CMO , FNMA CMO 2.25% , Cards Ii Tr 2012-4 FRN , FNMA CMO 3.5% ,
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Altria Group Inc , Kinder Morgan, Inc. , Microsoft Corp , Novartis AG ADR , Automatic Data Processing ,
  • Category: Large Blend
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  • Holdings: Citrix Systems Inc , ConAgra Foods Inc , Johnson Controls Inc , Cadence Design Systems Inc , tw telecom inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , United Tech , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Express Co , Sanofi ADR , Berkshire Hathaway Inc Class A , TE Connectivity Ltd , Macy's Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Yadkin Financial Corp , ConnectOne Bancorp Inc , HomeTrust Bancshares Inc , BNC Bancorp , Banc of California Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • 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: 3 Stars
Sign-up for lacfx investment picks
  • Holdings: Apache Corporation , Anadarko Petroleum Corp , Devon Energy Corp , Schlumberger NV , Chevron Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ienbx investment picks
  • Holdings: Anheuser-Busch Inbev SA , Japan Tobacco Inc , Prudential PLC , Shire PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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Funds From: arccx - Arbitrage Credit Opportunities C to pinyx - Putnam International Growth Y
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