Funds From: cvtrx - Calamos Growth & Income A Load Waived to pkcbx - Payden/Kravitz Cash Balance Plan Adviser


  • Holdings: Apple Inc , United Tech , Johnson & Johnson , Priceline Grp Cv 1% , Coca-Cola Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Cheniere Energy Inc , Targa Resources Corp , Energy Transfer Equity LP , NRG Energy Inc , Sempra Energy ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
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  • Holdings: Lord Abbett High Yield I , Lord Abbett Intl Dividend Inc I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Emerging Markets Currency I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , Aflac Inc , Wells Fargo & Co , Qualcomm Inc , Fiserv Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bcifx investment picks
  • Holdings: Cheniere Energy Inc , Schlumberger NV , Canadian Natural Resources Ltd , Spectra Energy Corp , Helmerich & Payne Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for hrsax investment picks
  • Holdings: British American Tobacco PLC , Banco Santander SA , ProSiebenSat 1 Media AG , Ferrovial SA , Insurance Australia Group Ltd ,
  • Category: Foreign Large Value
Sign-up for mliix investment picks
  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , SK Telecom Co Ltd , Galaxy Entertainment Group Ltd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 1 Stars
Sign-up for ipcax investment picks
  • Holdings: Dreyfus Research Growth Y , BNY Mellon Income Stock M , Dreyfus Strategic Value Y , Apple Inc , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mtsmx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd , Housing Development Finance Corp Ltd , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: American Tower Corp , Enbridge Inc , National Grid PLC , Spectra Energy Corp , Ferrovial SA ,
  • Category: World Stock
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
Sign-up for ltbbx investment picks
  • Holdings: SOFTBANK Corp , Nokia Oyj , Galaxy Entertainment Group Ltd , Continental AG , Associated British Foods PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jmisx investment picks
  • Holdings: Apple Inc , United Tech , Johnson & Johnson , Salix Pharmaceuticals Cv 1.5% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for wfncx investment picks
  • Holdings: AAC Technologies Holdings Inc , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Sanlam Ltd , Powszechny Zaklad Ubezpieczen SA ,
  • Category: Diversified Emerging Mkts
Sign-up for BAQAX investment picks
  • Holdings: Amdocs Ltd , Newfield Exploration Co , Bio-Rad Laboratories Inc , Aaron's Inc , Tetra Tech Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for icmzx investment picks
  • Holdings: General Dynamics Corp , Siemens AG , Northrop Grumman Corp , Anixter International Inc , China Southern Airlines Co Ltd H Shares ,
  • Category: Industrials
  • Morningstar Rating: 2 Stars
Sign-up for pgivx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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Funds From: cvtrx - Calamos Growth & Income A Load Waived to pkcbx - Payden/Kravitz Cash Balance Plan Adviser
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