Funds From: etorx - Eaton Vance OR Municipal Income A to pgeyx - George Putnam Balanced Y - Large Growth


  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Adobe Systems Inc , Apple Inc , Amgen Inc , Intuit Inc , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 2000 , Qlik Technologies Inc , Blount International Inc , H.B. Fuller Company , Cardtronics Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 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: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , S+p500 Emini Fut Mar15 Xcme 20150320 , Wells Fargo & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: CVS Health Corp , AT&T Inc , Pfizer Inc , Chevron Corp , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for frptx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
Sign-up for anjcx investment picks
  • Holdings: DexCom Inc , Acuity Brands Inc , CoStar Group Inc , Cepheid , AthenaHealth Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: NXP Semiconductors NV , Check Point Software Technologies Ltd , KDDI Corp , Taiwan Semiconductor Manufacturing Co Ltd ADR , Eli Lilly and Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for bnuex investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Vodafone Group PLC , Rio Tinto PLC , Prudential PLC , Total SA ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
Sign-up for mcefx investment picks
  • Holdings: Manhattan Associates Inc , Boise Cascade Co , Team Health Holdings Inc , Dupont Fabros Technology Inc , Tenneco Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for csgbx investment picks
  • Holdings: Tesoro Corp , Cubist Pharmaceuticals Inc , Jazz Pharmaceuticals PLC , Community Health Systems Inc , Genesee & Wyoming Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for sndpx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
Sign-up for vkpcx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Guggenheim Strategy III , Guggenheim Strategy Ii , Guggenheim Strategy I , Msswap , Hsi Asset Sec Tr 2007-Wf1 FRN ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Google Inc Class C , Comcast Corp Class A , Biogen Idec Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jamrx investment picks
  • Holdings: US Treasury Note 0.75% , US Treasury Note 1% , US Treasury Note 3.5% , Apple Inc , US Treasury Note 1.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pgeyx investment picks
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Funds From: etorx - Eaton Vance OR Municipal Income A to pgeyx - George Putnam Balanced Y - Large Growth
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