Funds From: clarx - Voya Real Estate A Load Waived - Morningstar 3 Star Rated Fund to slmmx - Western Asset Massachusetts Muni A - Morningstar 3 Star Rated Fund


  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electnc Pfd , Oversea-Chinese Banking Corp Ltd , Jardine Strategic Holdings Ltd , Housing Development Finance Corp Ltd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC , Reckitt Benckiser Group PLC , Nestle SA , Sanofi , Unilever NV DR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Johnson & Johnson , Berkshire Hathaway Inc Class B , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Kfw Mtn Regs ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: United Technologies Corp , Danaher Corp , Union Pacific Corp , FedEx Corp , Boeing Co ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
Sign-up for fclbx investment picks
  • Holdings: Total SA , Novartis AG , HSBC Holdings PLC ADR , Westpac Bkg , BHP Billiton PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fivmx investment picks
  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Equity Residential , Vornado Realty Trust , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
Sign-up for PPSIX investment picks
  • Holdings: Mitsubishi Estate , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Advance Residence Investment Corp , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for firix investment picks
  • Holdings: iShares Russell Mid-Cap Value , Northern Trust Corp , Republic Services Inc Class A , Imperial Oil Ltd , Laclede Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for fitsx investment picks
  • Holdings: AbbVie Inc , LyondellBasell Industries NV , Morgan Stanley , Time Warner Inc , Carrefour ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for GGEIX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for nnyax investment picks
  • Holdings: Walt Disney Co , Aetna Inc , Apple Inc , Norfolk Southern Corp , Archer-Daniels Midland Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for valux investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , General Electric Co , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fgtax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for grmsx investment picks
  • Holdings: SPDR® S&P 500 ETF , PowerShares QQQ ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for notex investment picks
  • Holdings: General Electric Co , JPMorgan Chase & Co , Wells Fargo & Co , Chevron Corp , Apache Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iteix investment picks
  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Touchstone Premium Yield Equity Y , Pax MSCI International ESG Idx Instl , PIMCO Income Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pgpax investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mtrcx investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , HCP Inc , Essex Property Trust Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for fheax investment picks
  • Holdings: Microsoft Corp , Samsung Electronics Co Ltd , Roche Holding AG Dividend Right Cert. , Citigroup Inc , Comcast Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for iiggx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for slmmx investment picks
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Funds From: clarx - Voya Real Estate A Load Waived - Morningstar 3 Star Rated Fund to slmmx - Western Asset Massachusetts Muni A - Morningstar 3 Star Rated Fund
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