Funds From: mlmrx - MFS® Limited Maturity R2 to cbmax - Wells Fargo Advantage C&B Mid Cap Val A - Mid Value


  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Bunzl PLC , Amadeus IT Holding SA , Next PLC , Bellway PLC , OBIC Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mgalx investment picks
  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , US Treasury TIP , Dwrtft Trs Equity 1ml+32 Gst , Dwrtft Trs Equity 1ml+36 Brc , Dwrtft Trs Equity 1ml+28 Jpm ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , US Treasury TIP , Dwrtft Trs Equity 1ml+32 Gst , Dwrtft Trs Equity 1ml+36 Brc , Dwrtft Trs Equity 1ml+28 Jpm ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , US Treasury TIP , Dwrtft Trs Equity 1ml+32 Gst , Dwrtft Trs Equity 1ml+36 Brc , Dwrtft Trs Equity 1ml+28 Jpm ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , US Treasury TIP , Dwrtft Trs Equity 1ml+32 Gst , Dwrtft Trs Equity 1ml+36 Brc , Dwrtft Trs Equity 1ml+28 Jpm ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , US Treasury TIP , Dwrtft Trs Equity 1ml+32 Gst , Dwrtft Trs Equity 1ml+36 Brc , Dwrtft Trs Equity 1ml+28 Jpm ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 1.1% , Japan(Govt Of) 2.1% , Novartis AG , Italy(Rep Of) 3.75% , Australia(Cmnwlth) 5.75% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Accenture PLC Class A , Google Inc Class A , Schlumberger NV , Visa Inc Class A , LVMH Moet Hennessy Louis Vuitton SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Irs Aud 3.250 09/21/16-1y (Grn) Cme , Cdx Ig22 5y Ice , Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Fannie Mae Single Family TBA 4.5% 2044-11-01 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pipdx investment picks
  • Holdings: Irs Aud 3.250 09/21/16-1y (Grn) Cme , Cdx Ig22 5y Ice , Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Fannie Mae Single Family TBA 4.5% 2044-11-01 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Walt Disney Co , Time Warner Inc , Honeywell International Inc , Nestle SA , Linde AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for meqrx investment picks
  • Holdings: Irs Aud 3.250 09/21/16-1y (Grn) Cme , Cdx Ig22 5y Ice , Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Fannie Mae Single Family TBA 4.5% 2044-11-01 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Visa Inc Class A , Apple Inc , Facebook Inc Class A , Google Inc Class A , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Irs Aud 3.250 09/21/16-1y (Grn) Cme , Cdx Ig22 5y Ice , Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Fannie Mae Single Family TBA 4.5% 2044-11-01 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pipax investment picks
  • Holdings: Irs Aud 3.250 09/21/16-1y (Grn) Cme , Cdx Ig22 5y Ice , Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Fannie Mae Single Family TBA 4.5% 2044-11-01 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Express Scripts , Philip Morris International Inc , Amazon.com Inc , Microsoft Corp , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gmcqx investment picks
  • Holdings: Total SA , Basf SE , Telefonica SA , Nissan Motor , Daimler AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares , Bank Of China Ltd. H Shares , KGHM Polska Miedz SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for gemmx investment picks
  • Holdings: Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares , Bank Of China Ltd. H Shares , KGHM Polska Miedz SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Crown Holdings Inc , Schweitzer-Mauduit International, Inc. , RenaissanceRe Holdings Ltd , Helen of Troy, Ltd. , Teleflex Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Mini Msci Eafe Mar15 Ifus 20150320 , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Crown Holdings Inc , Schweitzer-Mauduit International, Inc. , RenaissanceRe Holdings Ltd , Helen of Troy, Ltd. , Teleflex Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for cbmax investment picks
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Funds From: mlmrx - MFS® Limited Maturity R2 to cbmax - Wells Fargo Advantage C&B Mid Cap Val A - Mid Value
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