Funds From: Symbol/Ticker: smifx to Symbol/Ticker: smpsx


  • Holdings: Legg Mason Opportunity I , PRIMECAP Odyssey Aggressive Growth , Oppenheimer International Small Co Y , Dodge & Cox International Stock , Oakmark Select I ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Prosperity Bancshares, Inc. , InterMune Inc , Aspen Technology Inc , WEX Inc , Isis Pharmaceuticals ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.25% , Legg Mason Opportunity I , Federated MDT Stock Instl , Oakmark Select I , PowerShares QQQ ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: HCA Holdings Inc , NCR Corp , CommScope Holding Co Inc , Signet Jewelers Ltd , PVH Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4% , FNMA 3% , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fed Natl Mort Assc 2.5% , FHLMC 4.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: SEI Large Cap A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI International Equity A (SIT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI US Fixed Income A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for smlbx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Centene Corp , Mallinckrodt PLC , Parexel International Corp , LaSalle Hotel Properties , Teledyne Technologies Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Williams Companies Inc , Targa Resources Corp , Kinder Morgan, Inc. , Plains GP Holdings LP Class A , Kinder Morgan Management LLC ,
  • Category: Energy Limited Partnership
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  • Holdings: Williams Companies Inc , Targa Resources Corp , Kinder Morgan, Inc. , Plains GP Holdings LP Class A , Kinder Morgan Management LLC ,
  • Category: Energy Limited Partnership
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for smmox investment picks
  • Holdings: Gilead Sciences Inc , Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for smmsx investment picks
  • Holdings: InterOil Corp , Randgold Resources Ltd ADR , Chimera Investment Corp , UMH Properties Inc , Integrated Electrical Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Holdings: SEI Global Managed Volatility A (SIMT) , SEI US Managed Volatility A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for smoax investment picks
  • Holdings: Intel Corp , Texas Instruments Inc , Micron Technology Inc , Applied Materials Inc , Broadcom Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for smpix investment picks
  • Holdings: Intel Corp , Texas Instruments Inc , Micron Technology Inc , Applied Materials Inc , Broadcom Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for smpsx investment picks
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Funds From: Symbol/Ticker: smifx to Symbol/Ticker: smpsx
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