Funds From: Symbol/Ticker: stsax to Symbol/Ticker: stwrx


  • Holdings: Steel Dynamics Inc , Red Hat Inc , ON Semiconductor Corp , Diebold Inc , Harman International Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: United Rentals Inc , Trinity Industries Inc , Parexel International Corp , EnerSys , PolyOne Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American Express Co , Berkshire Hathaway Inc Class B , Schlumberger NV , Microsoft Corp , General Dynamics Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Pacira Pharmaceuticals Inc , Akorn Inc , Cognex Corp , Proto Labs Inc , Encore Capital Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Pacira Pharmaceuticals Inc , Akorn Inc , Cognex Corp , Proto Labs Inc , Encore Capital Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Synovus Financial Corp , Hawaiian Electric Industries Inc , CoreLogic, Inc. , Vishay Intertechnology Inc , iShares Russell 2000 Value ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Priceline Group Inc , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Credit Bond , iShares MBS , iShares Intermediate Credit Bond , PowerShares Senior Loan ETF ,
  • Category: Multialternative
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  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Priceline Group Inc , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Credit Bond , iShares MBS , iShares Intermediate Credit Bond , PowerShares Senior Loan ETF ,
  • Category: Multialternative
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  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Credit Bond , iShares MBS , iShares Intermediate Credit Bond , PowerShares Senior Loan ETF ,
  • Category: Multialternative
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  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Credit Bond , iShares MBS , iShares Intermediate Credit Bond , PowerShares Senior Loan ETF ,
  • Category: Multialternative
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  • Holdings: Apple Inc , FNMA , US Treasury Note 3.625% , FNMA , US Treasury Note 0.25% ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , FNMA , US Treasury Note 3.625% , FNMA , US Treasury Note 0.25% ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Ishares , Opko Health Inc , Dick's Sporting Goods Inc , Quiksilver Inc , Clean Energy Fuels Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Ishares , Opko Health Inc , Dick's Sporting Goods Inc , Quiksilver Inc , Clean Energy Fuels Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Ishares , Opko Health Inc , Dick's Sporting Goods Inc , Quiksilver Inc , Clean Energy Fuels Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for STVSX investment picks
  • Holdings: Chevron Corp , Cisco Systems Inc , Exxon Mobil Corporation , Cigna Corp , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Comcast Corp Class A , Occidental Petroleum Corp , Walt Disney Co , Apple Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for stwax investment picks
  • Holdings: Comcast Corp Class A , Occidental Petroleum Corp , Walt Disney Co , Apple Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
Sign-up for stwlx 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
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Funds From: Symbol/Ticker: stsax to Symbol/Ticker: stwrx
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