Funds From: pabmx - Putnam Dynamic Asset Allocation Bal M - Morningstar 3 Star Rated Fund to exnax - Eaton Vance National Ltd Mat Muni I A LW - Morningstar 3 Star Rated Fund


  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Biogen Idec Inc , Merck & Co Inc , Actavis PLC , Bristol-Myers Squibb Company ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for suhix investment picks
  • Holdings: American Airlines Group Inc , Delta Air Lines Inc , Genworth Financial Inc , Apple Inc Jan15 71.43 Call , MGIC Investment Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Liberty Global PLC Class C , Baidu Inc ADR , Diageo PLC , Roche Holding AG , Credit Suisse Group ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Lord Abbett Developing Growth I , Lord Abbett Small Cap Value I , Lord Abbett Value Opportunities I , Lord Abbett International Opp I , Lord Abbett Micro Cap Value I ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Forward International Dividend Instl , Forward Select EM Dividend Institutional , Forward Total MarketPlus Z , Forward Investment Grade Fxd-Inc Z , Forward Fds ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Cisco Systems Inc , Capital One Financial Corp , Hewlett-Packard Co , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gilbx investment picks
  • Holdings: Puma Biotechnology Inc , InterMune Inc , iShares Russell 2000 , Kodiak Oil & Gas Corp , WEX Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for tisbx investment picks
  • Holdings: US Treasury Note 2.75% , FFCB 2.625% , Exxon Mobil Corporation , US Treasury Note 2.375% , Precision Castparts Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for btbfx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for notax investment picks
  • Holdings: Nestle SA , Royal Dutch Shell PLC ADR Class B , BP PLC ADR , Novartis AG ADR , HSBC Holdings PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dftwx investment picks
  • Holdings: PIMCO Income Instl , AllianzGI US Managed Volatility Instl , AllianzGI NFJ International Value Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for PALBX investment picks
  • Holdings: Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia High Yield Bond I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rbbcx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fnmtx investment picks
  • Holdings: TDC A/S , National Australia Bank Limited , Total SA ADR , BP PLC , Royal Dutch Shell PLC ADR Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lirrx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for JLJGX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for scigx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for fgoax investment picks
  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dfhbx investment picks
  • Holdings: iShares MSCI EAFE Small-Cap , Greencore Group PLC , Hoshizaki Electric Co., Ltd. , Fastighets AB Balder Class B , Hanssem Co Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for tnsax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for exnax investment picks
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Funds From: pabmx - Putnam Dynamic Asset Allocation Bal M - Morningstar 3 Star Rated Fund to exnax - Eaton Vance National Ltd Mat Muni I A LW - Morningstar 3 Star Rated Fund
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