Funds From: lsmax - Columbia Small Cap Core A Load Waived - Small Blend to fnytx - Franklin NY Tax-Free Income A LW


  • Holdings: Providence Service Corp , OFG Bancorp , Belden Inc , John Wiley & Sons Inc Class A , Sensient Technologies Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: British American Tobacco PLC , Philip Morris International Inc , Housing Development Finance Corp Ltd , Nestle SA , Unilever NV DR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , US Treasury Bond 3.125% , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fed Natl Mort Assc 4.5% , Fannie Mae Single Family TBA 4% 2044-11-01 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , General Electric Co , Microsoft Corp , Citigroup Inc ,
  • 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 , JPMorgan Chase & Co , Microsoft Corp , CVS Health Corp , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , General Electric Co , Microsoft Corp , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , Noble Energy Inc , Anadarko Petroleum Corp , Concho Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , iShares MSCI Japan , Safran SA , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Walt Disney Co , Facebook Inc Class A , Merck & Co Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Progressive Corp , Linear Technology Corp , Northern Trust Corp , Moody's Corporation , Torchmark Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Northrop Grumman Corp , Broadcom Corp , Cardinal Health Inc , Waste Management Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
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  • Holdings: Johnson & Johnson , Blackstone Mortgage Trust Inc Class A , Ares Capital Corporation , Abengoa Yield PLC , Philip Morris International Inc ,
  • Category: World Allocation
  • Morningstar Rating: 2 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
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , E-mini S&P 500 Index Future Sept14 , Fin Fut Euro$ Cme 12/14/15 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Sptr Trs Equity 3ml+29 *Bullet* Dub ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Gsswap , E-mini S&P 500 Index Future Dec14 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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  • Holdings: Us Bk Natl Assn FRN , Amgen, Inc. , Qvc 144A 7.375% , Plains Expl& Prodtn 7.625% , Host Hotels & Resorts 6% ,
  • Category: Currency
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  • Holdings: Gilead Sciences Inc , Nestle SA , Apple Inc , Sekisui Chemical Co., Ltd. , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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Funds From: lsmax - Columbia Small Cap Core A Load Waived - Small Blend to fnytx - Franklin NY Tax-Free Income A LW
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