Funds From: fdttx - Fidelity Advisor® Capital Developme A LW - Large Blend to taftx - American Funds Tax-Exempt CA A LW


  • Holdings: Apple Inc , JPMorgan Chase & Co , General Electric Co , Target Corp , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , CVS Health Corp , JPMorgan Chase & Co , McKesson Corp , AutoZone Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , General Electric Co , Target Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Anadarko Petroleum Corp , Concho Resources Inc , Schlumberger NV , Noble Energy Inc , EOG Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Computershare Ltd , Royal Dutch Shell PLC Class A , Wolseley PLC , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Walt Disney Co , Celgene Corp , Morgan Stanley ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Progressive Corp , Linear Technology Corp , Torchmark Corp , Moody's Corporation , Northern Trust Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: E-mini S&P 500 Index Future Mar15 , Northrop Grumman Corp , Lowe's Companies Inc , CVS Health Corp , Kraft Foods Group Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for frstx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
Sign-up for fmisx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for acthx investment picks
  • Holdings: Blackstone Mortgage Trust Inc Class A , Ares Capital Corporation , Johnson & Johnson , Barclays FRN , L Brands Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for psctx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for ornax investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Fin Fut Euro$ Cme (Red) 12/14/15 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Sptr Trs Equity 3ml+29 *Bullet* Dub , Fin Fut Euro$ Cme (Red) 06/13/16 ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: DENTSPLY International Inc , Archer-Daniels Midland Co , CenterPoint Energy Inc , Newmont Mining Corp , Kimberly-Clark Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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  • Holdings: Amgen, Inc. , Qvc 144A 7.375% , Laclede Grp FRN , Wachovia Cmbs 2005-C21 CMO , Morgan Stanley 5.95% ,
  • Category: Currency
Sign-up for ldmax investment picks
  • Holdings: AIA Group Ltd. , MasterCard Inc Class A , Walt Disney Co , American Express Co , Union Pacific Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for fnytx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
Sign-up for etnjx investment picks
  • Holdings: Nestle SA , Danone , Kao Corp , KDDI Corp , Reckitt Benckiser Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
Sign-up for amaax investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for aitfx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for aainx investment picks
  • Holdings: GMO International Equity IV , GMO Asset Allocation Bond VI , GMO US Equity Allocation VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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Funds From: fdttx - Fidelity Advisor® Capital Developme A LW - Large Blend to taftx - American Funds Tax-Exempt CA A LW
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