Funds From: clbfx - American Funds American Balanced 529F to OITCX - Oppenheimer Rochester Ltd Term Muni C


  • Holdings: Amazon.com Inc , Home Depot, Inc. , Microsoft Corporation , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Bank of America Corporation , General Electric Co , PNC Financial Services Group Inc , JPMorgan Chase & Co , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Altisource Portfolio Solutions SA , Encore Capital Group, Inc. , Newcastle Investment Corporation , Furiex Pharmaceuticals, Inc. , Treehouse Foods, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: -1 Stars
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  • Holdings: ING Global Bond R6 , ING Large Cap Value R6 , ING Large Cap Growth R6 , ING Multi-Manager International Equity I , ING High Yield Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Mutual R6 , American Funds Mortgage R6 , American Funds Inc Fund of Amer R6 , American Funds Interm Bd Fd of Amer R6 ,
  • Category: Conservative Allocation
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century International Bd Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for afncx investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Equity Index 500 , T. Rowe Price New Income , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Value R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Mid Cap Value R5 ,
  • Category: Target Date 2021-2025
Sign-up for LTTCX investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Value R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Mid Cap Value R5 ,
  • Category: Target Date 2021-2025
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  • Holdings: Apple Inc , Google, Inc. Class A , Biogen Idec Inc , Facebook Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: PennyMac Mortgage Investment Trust , Kinder Morgan Energy Partners LP , Daimler AG , Total SA , Regal Entertainment Group ,
  • Category: World Stock
Sign-up for US89355J5737 investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Value R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Mid Cap Value R5 ,
  • Category: Target Date 2021-2025
Sign-up for LTTUX investment picks
  • Holdings: Walt Disney Co , McDonald's Corporation , Dollar General Corporation , Twenty-First Century Fox Inc Class A , Yum Brands Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: Transamerica Intl Eq Opportunities I2 , Transamerica International I2 , Transamerica International Equity I2 , Transamerica Developing Markets Eq I2 , Transamerica International Small Cap I2 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tmuix investment picks
  • Holdings: NOVO-NORDISK A S , Bayer AG , Sanofi , Orix Corporation , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fdvix investment picks
  • Holdings: BT Group PLC , Sap AG , Aalberts Industries NV , Amadeus IT Holding SA , Roche Holding AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for miedx investment picks
  • Holdings: Pioneer Multi-Asset Real Return Fu , PowerShares Buyback Achievers , Indonesia(Rep Of) 8.375% , Discover Financial Services , Blackstone Group LP ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pmarx investment picks
  • Holdings: Baidu, Inc. ADR , Tencent Holdings Ltd. , OAO Novatek GDR , Yandex NV , Magnit Common Stock Rub.01 ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Ares Capital Corporation , Portland General Electric Company , Deluxe Corporation , Sonic Automotive Inc , East West Bancorp Inc ,
  • Category: Small Value
Sign-up for tslcx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI All Country World Mini Vol , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
Sign-up for TTAIX investment picks
  • Holdings: Uni-President Enterprises Corp. , United Breweries Company, Inc. ADR , Yue Yuen Industrial holdings , KEPCO Plant Service & Engineering Co., Ltd. , MPI Corp. ,
  • Category: Diversified Emerging Mkts
Sign-up for fedix investment picks
  • Holdings: Scripps Networks Interactive Inc , Qualcomm, Inc. , Michael Kors Holdings Ltd , IAC/InterActiveCorp , Foot Locker Inc ,
  • Category: Large Growth
Sign-up for TVRIX investment picks
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Funds From: clbfx - American Funds American Balanced 529F to OITCX - Oppenheimer Rochester Ltd Term Muni C
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