Funds From: nefgx - Natixis CGM Advisor Targeted Equity A to srmax - Deutsche Short-Term Municipal Bond A


  • Holdings: Gilead Sciences Inc , Morgan Stanley , Toll Brothers Inc , Ameriprise Financial Inc , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Opportunistic Credit Y , Russell Global Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Opportunistic Credit Y , Russell Global Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Opportunistic Credit Y , Russell Global Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Opportunistic Credit Y , Russell Global Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Opportunistic Credit Y , Russell Global Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Opportunistic Credit Y , Russell Global Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Amerco Inc , Mannkind Cv 5.75% , Intermune Cv 2.5% , U S Treas Bd Stripped Prin Pmt , U S Treas Bd Stripped Prin Pmt ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Actavis PLC , Korea Monetary Stab Bond Sr Unsecured 06/16 2.79 , Microsoft Corp , Ireland(Rep Of) 5.4% , Gilead Sciences Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vglsx investment picks
  • Holdings: 10 Year US Treasury Note Future Dec14 , iShares MSCI Emerging Markets , 2 Year US Treasury Note Future Dec14 , Us Treasury N/B 0.5 9/30/2016 , E-mini S&P 500 Index Future Dec14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: 10 Year US Treasury Note Future Dec14 , iShares MSCI Emerging Markets , 2 Year US Treasury Note Future Dec14 , Us Treasury N/B 0.5 9/30/2016 , E-mini S&P 500 Index Future Dec14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Vantagepoint Equity Income T , Vantagepoint Diversifying Strategies T , Vantagepoint Core Bond Index T , Vantagepoint International T , Vantagepoint Growth T ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Schwab Total Bond Market , Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for srmax investment picks
  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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Funds From: nefgx - Natixis CGM Advisor Targeted Equity A to srmax - Deutsche Short-Term Municipal Bond A
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