Funds From: gabvx - Gabelli Value 25 A - Morningstar 2 Star Rated Fund to obbcx - JPMorgan Mortgage Backed Securities C - Morningstar 2 Star Rated Fund


  • Holdings: Viacom Inc Class A , CBS Corp Class A , Directv , Honeywell International Inc , American Express Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Directv , Verizon Communications Inc , DISH Network Corp , America Movil SAB de CV ADR , United States Cellular Corp ,
  • Category: Communications
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: Natus Medical Inc , PrivateBancorp Inc , Delek US Holdings Inc , Heartland Payment Systems Inc , Conversant Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.875% , FHLMC 2% , FNMA 1.375% , FHLMC 1.25% , US Treasury Note 0.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Marine Harvest , Microsoft Corp , Lorillard Inc , Berkshire Hathaway Inc Class B , Reckitt Benckiser Group PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Citigroup Inc , Express Scripts , Edwards Lifesciences Corp , Apollo Education Group Inc Class A , CBS Corp Class B ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Intesa Sanpaolo , Vodafone Group PLC , Target Corp , Lloyds Banking Group PLC , PG&E Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , DBS Group Holdings Ltd , Deutsche Bank Ag/London , Tencent Holdings Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for lweax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ftiax investment picks
  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , Croda International PLC , Henkel AG & Co KGaA , Sekisui Chemical Co., Ltd. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Sandisk Cv 0.5% , Salesforce Com Cv 0.25% , Wellpoint Cv 2.75% , Priceline Grp Cv 1% , Stanley Uts 18 ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock EuroFund Instl , iShares International Dev Rel Est , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , E-mini S&P 500 Index Future Mar15 , Fidelity Cent Invt Portfolios ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: PF Main Street® Core P , PF Large-Cap Value P , PF Managed Bond P , PF Mid-Cap Equity P , PF Comstock P ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Kohl's Corp , Whole Foods Market Inc , Universal Health Services Inc Class B ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mtmcx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Visa Inc Class A , Nike Inc Class B , Abbott Laboratories , Oracle Corporation , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for fadlx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , FlexShares iBoxx 3Yr Target Dur TIPS ETF , iShares S&P 500 Value , iShares 1-3 Year Treasury Bond , PowerShares Senior Loan ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , General Electric Co , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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Funds From: gabvx - Gabelli Value 25 A - Morningstar 2 Star Rated Fund to obbcx - JPMorgan Mortgage Backed Securities C - Morningstar 2 Star Rated Fund
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