Funds From: hgirx - Hartford Disciplined Equity R3 to paabx - Pacific Advisors Balanced A Load Waived


  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , CVS Health Corp , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: S+p 500 Future Dec14 Xcme 20141218 , Us Long Bond(Cbt) Dec14 Xcbt 20141219 , Us 5yr Note (Cbt) Dec14 Xcbt 20141231 , FHLMC CMO 7.5% , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wfbcx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for cmmbx investment picks
  • Holdings: General Electric Co , Bank of America Corporation , Pfizer Inc , JPMorgan Chase & Co , American International Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fvusa000kk investment picks
  • Holdings: Facebook Inc Class A , Cisco Systems Inc , Amazon.com Inc , Visa Inc Class A , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fvusa000pm investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , Chevron Corp , Merck & Co Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for HQISX investment picks
  • Holdings: Transamerica Dividend Focused I2 , Transamerica Select Equity I2 , Transamerica Large Cap Value I2 , Transamerica Growth I2 , Transamerica US Growth I2 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for iaaax investment picks
  • 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 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for prvlx investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scbbx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , DSV AS , Mitsubishi UFJ Financial Group Inc , British American Tobacco PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for hdvbx investment picks
  • Holdings: Fiesta Restaurant Group Inc , Valeant Pharmaceuticals International Inc , Actavis PLC , Alere Inc , Golar LNG Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for vfpax investment picks
  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward International Dividend Instl , Forward Select EM Dividend Institutional , Forward Total MarketPlus Z , Forward EM Corporate Debt Institutional ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aobax investment picks
  • Holdings: Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Sun Hung Kai Properties Ltd , Mitsubishi Estate Co Ltd , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for puebx investment picks
  • Holdings: FNMA , US Treasury Note 3.625% , FNMA , US Treasury Note 0.25% , US Treasury Note 4.625% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for stwrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for jdhyx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Capita PLC , British American Tobacco PLC , GlaxoSmithKline PLC , Japan Tobacco Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for snivx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Morgan Stanley , MasterCard Inc Class A , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for pbqax investment picks
  • Holdings: Blackrock Large Cap Growth Agr , Blackrock Mstr Basic Val Fund Agr , iShares US Technology , iShares MSCI Japan , iShares US Financials ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for baapx investment picks
  • Holdings: Alaska Air Group Inc , Westar Energy Inc , Piedmont Office Realty Trust Inc , Fifth Third Bancorp , Retail Properties of America Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for hsmbx investment picks
  • Holdings: Kirby Corp , Halliburton Co , Helix Energy Solutions Group Inc , Chicago Bridge & Iron Company , Genesee & Wyoming Inc Class A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for paabx investment picks
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Funds From: hgirx - Hartford Disciplined Equity R3 to paabx - Pacific Advisors Balanced A Load Waived
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