Funds From: ptrnx - Putnam Absolute Return 300 A to pgodx - Putnam Growth Opportunities R5


  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, Mltrfcf2 R Usl3m P 03/14/14 Ba, Ru10intr P Usl3m R 03/14/14 Ba, Cgputql2 R Usl3m P 02/13/14 Ci, Mbx.Fn30.650.67 P Usl1m R 01/12/38 Bc
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, Ru10intr P Usl3m R 03/14/14 Ba, Mltrfcf2 R Usl3m P 03/14/14 Ba, Cgputql2 R Usl3m P 02/13/14 Ci, Cgputs15 P Usl3m R 03/21/14 Ci
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Equity, Bond, Ru10intr P Usl3m R 03/14/14 Ba, Mltrfcf2 R Usl3m P 03/14/14 Ba, Cgputql2 R Usl3m P 02/13/14 Ci, Cgputs15 P Usl3m R 03/21/14 Ci
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, Ru10intr P Usl3m R 03/14/14 Ba, Mltrfcf2 R Usl3m P 03/14/14 Ba, Cgputql2 R Usl3m P 02/13/14 Ci, Cgputs15 P Usl3m R 03/21/14 Ci
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, Ru10intr P Usl3m R 03/14/14 Ba, Mltrfcf2 R Usl3m P 03/14/14 Ba, Cgputql2 R Usl3m P 02/13/14 Ci, Cgputs15 P Usl3m R 03/21/14 Ci
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Samsung Electronics Co Ltd, CNOOC, Ltd., China Construction Bank Corp H Shares, Hon Hai Precision Ind. Co., Ltd., Taiwan Semiconductor Manufacturing Co Ltd
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, Mbx.Fn30.500.10 R Usl1m P 01/12/41 Bc, Mbx.Fn30.650.67 P Usl1m R 01/12/38 Bc, Mbx.Gii30.450.10 R Usl1m P 01/12/41 Cs, Mbx.Fn30.500.09 R Usl1m P 01/12/40 Bc
  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Equity, Bond, Cgputql2 R Usl3m P 02/13/14 Ci, Ru10intr P Usl3m R 02/13/14 Ci, Apple Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Cgputql2 R Usl3m P 02/13/14 Ci, Ru10intr P Usl3m R 02/13/14 Ci, Apple Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Cgputql2 R Usl3m P 02/13/14 Ci, Ru10intr P Usl3m R 02/13/14 Ci
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, Cgputql2 R Usl3m P 02/13/14 Ci, Ru10intr P Usl3m R 02/13/14 Ci, Apple Inc
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Mltrfcf2 R Usl3m P 03/14/14 Ba, Ru10intr P Usl3m R 03/14/14 Ba, Cgputql2 R Usl3m P 02/13/14 Ci, Ru10intr P Usl3m R 02/13/14 Ci, Apple Inc
  • Category: World Allocation
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  • Holdings: Equity, Bond, Mltrfcf2 R Usl3m P 03/14/14 Ba, Ru10intr P Usl3m R 03/14/14 Ba, Cgputql2 R Usl3m P 02/13/14 Ci, Ru10intr P Usl3m R 02/13/14 Ci, Apple Inc
  • Category: World Allocation
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  • Holdings: Samsung Electronics Co Ltd, OAO Lukoil ADR, Sberbank Of Russia ADR, CNOOC, Ltd., China Construction Bank Corp H Shares
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Marathon Oil Corp, Eli Lilly and Company, JPMorgan Chase & Co, Citigroup Inc, Comcast Corp
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Philip Morris International, Inc., Nestle SA, British American Tobacco PLC, Bed Bath & Beyond, Inc., McDonald's Corporation
  • Category: Consumer Defensive
  • Morningstar Rating: 1 Stars
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  • Holdings: Exxon Mobil Corporation, Royal Dutch Shell PLC Class A, Chevron Corp, Suncor Energy Inc, Eni SpA
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan Tobacco Inc., Monsanto Company, JPMorgan Chase & Co, Bank of America Corporation, BG Group PLC
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co, Citigroup Inc, Bank of America Corporation, Sumitomo Mitsui Financial Group Inc, Goldman Sachs Group Inc
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A, Exxon Mobil Corporation, Suncor Energy Inc, Schlumberger NV, Freeport-McMoRan Copper & Gold Class B
  • Category: Natural Res
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc, Qualcomm, Inc., Google, Inc. Class A, Visa, Inc., DISH Network Corp
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc, Google, Inc. Class A, Qualcomm, Inc., Visa, Inc., Honeywell International, Inc.
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc, Google, Inc. Class A, Qualcomm, Inc., Visa, Inc., Honeywell International, Inc.
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: ptrnx - Putnam Absolute Return 300 A to pgodx - Putnam Growth Opportunities R5
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