Funds From: acgix - Invesco Growth and Income A - Large Value to laldx - Lord Abbett Short Duration Income A


  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 5 Stars
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  • Holdings: DCC PLC , Micro Focus International PLC , IG Group Holdings PLC , Paramount Resources Ltd Class A , MorphoSys AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Roper Industries Inc , Pentair PLC , United Technologies Corp , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Fuji Heavy Industries Ltd , Cognizant Technology Solutions Corp Class A , Teva Pharmaceutical Industries Ltd ADR , Visa Inc Class A , Tokyo Electron Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p 500 Future Dec14 Xcme 20141218 , Apple Inc , US Treasury Bond 4.375% , US Treasury Bond 3.75% , US Treasury Bond 4.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Alibaba Group Holding Ltd ADR , Brown-Forman Corp Class B , Amgen Inc , Apple Inc , Hitachi Ltd ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Car, Inc. , Taiwan Semiconductor Manufacturing Co Ltd , Kweichow Moutai Co Ltd , JD.com Inc ADR , Petroleo Brasileiro SA Petrobras ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Berkshire Hathaway Inc Class B , Johnson & Johnson , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Vornado Realty Trust , Host Hotels & Resorts Inc , Health Care REIT, Inc. , General Growth Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares TIPS Bond , Liffe Long Gilt Future , Russell 2000 Index Mini TIC , MSCI Emerging Market Index Future Mar15 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Cerner Corp , CVS Health Corp , Wells Fargo & Co , Estee Lauder Cos Inc Class A , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Diversified Emerging Mkts
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Amazon.com Inc , Philip Morris International Inc , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: U.S. Bancorp , Wells Fargo & Co , PNC Financial Services Group Inc , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for cotfx investment picks
  • Holdings: U.S. Bancorp , Wells Fargo & Co , PNC Financial Services Group Inc , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Edison International , Duke Energy Corporation , NextEra Energy Inc , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for fkutx investment picks
  • Holdings: Housing Development Finance Corp Ltd , AIA Group Ltd , Tata Consultancy Services Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fttmx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for wgbyx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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Funds From: acgix - Invesco Growth and Income A - Large Value to laldx - Lord Abbett Short Duration Income A
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