Funds From: pthax - Putnam Tax-Free High Yield A to cvtrx - Calamos Growth & Income A - Large Blend


  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Chase & Co , S+p500 Emini Fut Dec14 Xcme 20141219 , Citigroup Inc , Wells Fargo & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Cepheid , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Liberty Global PLC Class C , UnitedHealth Group Inc , Amazon.com Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Alexandria Real Estate Equities Inc , Acadia Realty Trust , Post Properties Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Kohl's Corp , Forest City Enterprises Cv 4.25% , United Rentals Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , E-mini S&P 500 Index Future Dec14 , MSCI EAFE Index Future Dec14 , EURO STOXX 50 Index Future Dec14 , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Wells Fargo & Co , Bank of New York Mellon Corp , American Express Co , Berkshire Hathaway Inc Class A , Amazon.com Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Southwest Airlines Co , Skyworks Solutions Inc , Micron Technology Inc , Level 3 Communications Inc , United Continental Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Federated National Holding Co , Christopher & Banks Corp , United Insurance Holdings Corp , Universal Insurance Holdings Inc , Addus HomeCare Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Prudential PLC , AIA Group Ltd , Nestle SA , British American Tobacco PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , Martin Marietta Materials Inc , CVS Health Corp , Adobe Systems Inc , Prudential Financial Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya Global Bond R6 , Voya Large Cap Growth R6 , Voya Large Cap Value R6 , Voya International Core I , Voya Multi-Manager International Eq I ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Salesforce.com Inc , American Tower Corp , Google Inc Class C , Visa Inc Class A , Cerner Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Hana Financial Group Inc , BNP Paribas , Sanofi , Credit Suisse Group ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Comcast Corp Class A , Citigroup Inc , Cisco Systems Inc , Bank of America Corporation , Actavis PLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Union Pacific Corp , Honeywell International Inc , Gilead Sciences Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , United Tech , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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Funds From: pthax - Putnam Tax-Free High Yield A to cvtrx - Calamos Growth & Income A - Large Blend
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