Funds From: msfjx - MFS Total Return R4 - Moderate Allocation to atdrx - Invesco Endeavor R - Mid-Cap Blend


  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Core US Aggregate Bond , DoubleLine Total Return Bond I , Vanguard Total Stock Market ETF , Metropolitan West Total Return Bond I , Vanguard Wellington™ Admiral™ ,
  • Category: Conservative Allocation
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Roper Industries Inc , Ametek Inc , Affiliated Managers Group Inc , NXP Semiconductors NV , Applied Materials Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for ptbpx investment picks
  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Large-Cap Value P , PL Inflation Managed P , PL Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Capital Income Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for gaifx investment picks
  • Holdings: Sigma-Aldrich Corp , Skyworks Solutions Inc , Tiffany & Co , Moody's Corporation , Sealed Air Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: S&P Lat Am Swap Ml ,
  • Category: Trading-Leveraged Equity
Sign-up for dxzlx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for unbdx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rsptx investment picks
  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West International Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mxsbx investment picks
  • Holdings: Signature Bank , Cathay General Bancorp , HCC Insurance Holdings Inc , Euronet Worldwide Inc , Littelfuse Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for lscrx investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for diisx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for vsigx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for plddx investment picks
  • Category: Short Government
  • Morningstar Rating: 1 Stars
Sign-up for lmtax investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
Sign-up for vmatx investment picks
  • Holdings: eBay Inc , HCA Holdings Inc , JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Goldman Sachs Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for nmucx investment picks
  • Holdings: Apple Inc , Allergan Inc , Biogen Idec Inc , Walt Disney Co , Northrop Grumman Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fcgax investment picks
  • Holdings: NetApp Inc , Shiseido Co Ltd , Eli Lilly and Co , Konami Corp , Medtronic Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for gavix investment picks
  • Holdings: Amgen Inc , Novartis AG , Gilead Sciences Inc , Altria Group Inc , Bayer AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rwiax investment picks
  • Holdings: United Therapeutics Corp , Pilgrims Pride Corp , Morgan Stanley , Groupon Inc , Lam Research Corp ,
  • Category: Long/Short Equity
Sign-up for rghix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Trading-Leveraged Equity
Sign-up for ryttx investment picks
  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , American International Group Inc , Activision Blizzard Inc , Micron Technology Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ithsx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for jipcx investment picks
  • Holdings: Ecolab Inc , Danaher Corp , Stericycle Inc , Verisk Analytics Inc , Nike Inc Class B ,
  • Category: Large Growth
Sign-up for bafwx investment picks
  • Holdings: Ultra Petroleum Corp , International Rectifier , Newalta Corp , Zimmer Holdings Inc , Brookfield Property Partners LP ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for atdrx investment picks
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Funds From: msfjx - MFS Total Return R4 - Moderate Allocation to atdrx - Invesco Endeavor R - Mid-Cap Blend
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