Funds From: Symbol/Ticker: smibx to Symbol/Ticker: smpix


  • Holdings: American Realty Capital Properties Inc Class A , AthenaHealth, Inc. , Acuity Brands Inc , CoStar Group, Inc. , Northstar Realty Finance Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Legg Mason Opportunity I , Oppenheimer International Small Co Y , Hotchkis and Wiley Mid-Cap Value I , PRIMECAP Odyssey Aggressive Growth , Baron Partners Instl ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: American Realty Capital Properties Inc Class A , AthenaHealth, Inc. , Acuity Brands Inc , CoStar Group, Inc. , Northstar Realty Finance Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.25% , Legg Mason Opportunity I , Kinetics Small Cap Opportunities Inst , Cambiar Aggressive Value Investor , Federated MDT Stock Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: NCR Corp , HCA Holdings Inc , Skyworks Solutions Inc , Crown Holdings Inc , Graphic Packaging Holding Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: FNMA 3% , Fannie Mae Single Family TBA 2.5% 2029-06-01 , FHLMC 4.5% , FNMA , 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: 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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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • 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: Questcor Pharmaceuticals Inc , Centene Corp , ARRIS Group Inc , 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: Targa Resources Corp , Williams Companies Inc , Kinder Morgan Management LLC , ONEOK Inc , Kinder Morgan, Inc. ,
  • Category: Energy Limited Partnership
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  • Holdings: Targa Resources Corp , Williams Companies Inc , Kinder Morgan Management LLC , ONEOK Inc , Kinder Morgan, Inc. ,
  • 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: 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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  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for smmix investment picks
  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for SMMIX investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for smmox investment picks
  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: InterOil Corp , Randgold Resources Ltd ADR , Chimera Investment Corp , UMH Properties Inc , Century Casinos 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 Multi-Asset Accumulation A (SIMT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI US Managed Volatility 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
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Funds From: Symbol/Ticker: smibx to Symbol/Ticker: smpix
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