Funds From: Symbol/Ticker: botsx to Symbol/Ticker: bptix


  • Holdings: Resolute Forest Products Inc, Crosstex Energy, Inc., Chemical Financial Corporation, First BanCorp, BancorpSouth Inc.
  • Category: Small Value
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  • Holdings: Travelers Companies, Inc., Time Warner Inc, Pfizer Inc, Home Depot, Inc., Comcast Corp
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for boyax investment picks
  • Holdings: Pfizer Inc, JPMorgan Chase & Co, Amgen Inc, Capital One Financial Corp, Citigroup Inc
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Pfizer Inc, JPMorgan Chase & Co, Amgen Inc, Capital One Financial Corp, Citigroup Inc
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc, Citigroup Inc, Philip Morris International, Inc., Morgan Stanley, Amazon.com Inc
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, Short-Term Invts Tr, iShares Barclays 1-3 Year Treasury Bond, PIMCO Total Return ETF, DoubleLine Total Return Bond I, PIMCO Emerging Markets Bond D
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for bpfax investment picks
  • Holdings: Equity, Bond, Short-Term Invts Tr, iShares Barclays 1-3 Year Treasury Bond, PIMCO Total Return ETF, DoubleLine Total Return Bond I, PIMCO Emerging Markets Bond D
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for bpfax.lw investment picks
  • Holdings: Equity, Bond, Short-Term Invts Tr, iShares Barclays 1-3 Year Treasury Bond, PIMCO Total Return ETF, DoubleLine Total Return Bond I, PIMCO Emerging Markets Bond D
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for bpfcx investment picks
  • Holdings: Equity, Bond, Short-Term Invts Tr, iShares Barclays 1-3 Year Treasury Bond, PIMCO Total Return ETF, DoubleLine Total Return Bond I, PIMCO Emerging Markets Bond D
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond
  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Daily Mail and General Trust PLC, McKesson, Inc., CVS Caremark Corp, Henkel AG & Co KGaA, Symantec Corp
  • Category: World Stock
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  • Holdings: Equity, Bond, Ubs Relationship Fds, Ubs Relationship Fds, Ubs Relationship Fds, Ubs Relationship Fds
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bpglx investment picks
  • Holdings: Equity, Bond, Ubs Relationship Fds, Ubs Relationship Fds, Ubs Relationship Fds, Ubs Relationship Fds
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for bpibx investment picks
  • Holdings: Equity, Bond
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, Halliburton Company, Graphic Packaging Holding Co, EOG Resources, Citigroup Inc, Schlumberger NV
  • Category: Long/Short Equity
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond, Royal Dutch Shell PLC ADR Class A, Pfizer Inc, Johnson & Johnson, Berkshire Hathaway Inc Class B, Leucadia National Corporation
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
Sign-up for bplex investment picks
  • Holdings: Equity, Bond, Royal Dutch Shell PLC ADR Class A, Pfizer Inc, Johnson & Johnson, Berkshire Hathaway Inc Class B, Leucadia National Corporation
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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  • Holdings: Daily Mail and General Trust PLC, Royal Dutch Shell PLC Class A, Henkel AG & Co KGaA, Roche Holding AG, Meggitt PLC
  • Category: Foreign Large Value
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for bprax investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for bprax.lw investment picks
  • Holdings: Equity, Bond
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for bprix investment picks
  • Holdings: Equity, Bond, Halliburton Company, Graphic Packaging Holding Co, EOG Resources, Citigroup Inc, Schlumberger NV
  • Category: Long/Short Equity
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Ocwen Financial Corporation, Walter Investment Management Corp, FTI Consulting, Inc., Dole Food Co Inc
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for bpscx investment picks
  • Holdings: Ocwen Financial Corporation, Walter Investment Management Corp, FTI Consulting, Inc., Dole Food Co Inc
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for bpsix investment picks
  • Holdings: Arch Capital Group Ltd, ITC Holdings Corp, Hyatt Hotels Corporation, Verisk Analytics, Inc., Fastenal Company
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for bptix investment picks
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Funds From: Symbol/Ticker: botsx to Symbol/Ticker: bptix
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