Funds From: cnsbx - Invesco Convertible Securities B to OCLVX - Optimum Large Cap Value C


  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Nvidia 144A Cv 1% , Wells Fargo & Co, San Francisco Ca Pfd , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for cnsbx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , JPMorgan Chase & Co , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for afdix investment picks
  • Holdings: NextEra Energy Inc , Edison International , Duke Energy Corporation , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for frurx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for penpx investment picks
  • Holdings: Randgold Resources Ltd ADR , Franco-Nevada Corp , SPDR Gold Shares , Royal Gold Inc , New Gold Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for OGMIX investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Verizon Communications Inc , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for cmsax investment picks
  • Holdings: PIMCO EqS® Emerging Markets Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Bond Instl , PIMCO Emerging Markets Corp Bd Instl , Eem Us Trs Equity 3ml-10 Bps ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for peamx investment picks
  • Holdings: Schlumberger NV , EOG Resources Inc , Anadarko Petroleum Corp , Occidental Petroleum Corp , Suncor Energy Inc ,
  • Category: Natural Resources
Sign-up for fnatx investment picks
  • Holdings: PIMCO Emerging Markets Currency Instl , Fin Fut Euro$ Cme 12/14/15 , US Treasury TIP , US TREASURY TIP , US Treasury TIP ,
  • Category: Tactical Allocation
Sign-up for pzrmx investment picks
  • Holdings: Aareal Bank AG , Banca Generali , Bellway PLC , Royal UNIBREW , Wirecard AG ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for aioix investment picks
  • Holdings: Apple Inc , Halliburton Co , Honeywell International Inc , International Paper Co , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gbcax investment picks
  • Holdings: US Treasury TIP 1.25% , US TREASURY TIP , US Treasury TIP 1.125% , US TREASURY TIP , Vanguard Small Cap ETF ,
  • Category: Tactical Allocation
Sign-up for adarx investment picks
  • Holdings: Ashtead Group PLC , Pandora AS , St James's Place PLC , Zodiac Aerospace , Lonza Group AG ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
Sign-up for twecx investment picks
  • Holdings: Liberty Global PLC Class C , Rowan Companies PLC , General Motors Co , Take-Two Interactive Software Inc , Weatherford International Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for gwsax investment picks
  • Holdings: Acme United Corp , Potash Corp of Saskatchewan Inc , Freeport-McMoRan Copper & Gold , Johnson & Johnson , Intel Corp ,
  • Category: Mid-Cap Value
Sign-up for nsopx investment picks
  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Nabors Industries Ltd , Allegheny Technologies Inc , Kohl's Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rpfcx investment picks
  • Holdings: Microsoft Corp , Google Inc Class A , SanDisk Corp , PACCAR Inc , PepsiCo Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for acgdx investment picks
  • Holdings: LKQ Corp , The Middleby Corp , Fleetcor Technologies, Inc. , Goodyear Tire & Rubber Co , Gulfport Energy Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for twncx investment picks
  • Holdings: JPMorgan Chase & Co , Skandinaviska Enskilda Banken AB Class A , Nestle SA , Morgan Stanley , Keyence Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for gggax investment picks
  • Holdings: Apple Inc , Google Inc Class A , Microsoft Corp , Union Pacific Corp , Precision Castparts Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ggcax investment picks
  • Holdings: Suncor Energy Inc , Citigroup Inc , Apple Inc , Delta Air Lines Inc , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cgrnx investment picks
  • Holdings: PowerShares Senior Loan Port , Csn Resources Sa 144A 6.5% , Banco Bmg S A 144A 8.875% , FTSE 100 Index (New Style) Future June14 , Tenet Healthcare 8.125% ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for oaiix investment picks
  • Holdings: The Middleby Corp , CoStar Group Inc , American Axle & Mfg Holdings Inc , Aspen Technology Inc , Restoration Hardware Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for anorx investment picks
  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gidsx investment picks
  • Holdings: Philip Morris International Inc , Lockheed Martin Corp , Exxon Mobil Corporation , International Business Machines Corp , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for OCLVX investment picks
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Funds From: cnsbx - Invesco Convertible Securities B to OCLVX - Optimum Large Cap Value C
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