Funds From: mbrrx - MFS Bond R2 - Corporate Bond to arfax - American Century One Choice 2015 A LW - Target Date 2011-2015


  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Atrion Corp , Female Health Co , US Physical Therapy Inc , Brown & Brown Inc , Bryn Mawr Bank Corp ,
  • Category: Small Blend
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  • Holdings: Illumina Inc , Electronic Arts Inc , Michael Kors Holdings Ltd , Affiliated Managers Group Inc , Delta Air Lines Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: OAO Gazprom ADR , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Reliance Industries Ltd , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Bond 3.375% , Guggenheim Strategy I , Ultra Treasury Bond Future Sept14 ,
  • Category: Trading-Leveraged Debt
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
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  • Holdings: CVS Caremark Corp , Anheuser-Busch Inbev SA , UnitedHealth Group Inc , Occidental Petroleum Corp , Boeing Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Superior Energy Services Inc , Signature Bank , Affiliated Managers Group Inc , Hanesbrands Inc , Hain Celestial Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: S+p 500 Future Jun14 Xcme 20140619 , Apple Inc , US Treasury Note 0.875% , US Treasury Bond 4.5% , Exxon Mobil Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , Cheung Kong Holdings Ltd , Hutchison Whampoa Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Shutterfly Inc , WEX Inc , SPS Commerce Inc , Fiesta Restaurant Group Inc , Swift Transportation Co ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: 90day Euro$ Future 12/14/15 Notional Euro$ 3mo Td , 90day Euro$ Futr 09/14/15 Notional Euro$ 3mo Td , 90day Euro$ Future 03/14/16 Notional Euro$ 3mo Td , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , 5 Year US Treasury Note Future Sept14 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for eagtx investment picks
  • Holdings: Gruma SAB de CV Class B , Cemex SAB de CV ADR , Grupo Televisa SAB ADR , Tim Participacoes SA ADR , Grupo Lala SAB de CV Shs -I- Series -B- ,
  • Category: Latin America Stock
Sign-up for elacx investment picks
  • Holdings: Atlas Mara Co-Nvest Ltd , Starwood Hotels & Resorts Worldwide Inc , Cubist Pharmaceuticals Inc , Google Inc Class A , Facebook Inc Class A ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Linde AG , Nestle SA , Reckitt Benckiser Group PLC , Honeywell International Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: PNC Large Cap Core I , PNC Bond I , PNC Limited Maturity Bond I , PNC International Equity I , Vanguard Inflation-Protected Secs Adm ,
  • Category: Target Date 2016-2020
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for peiax investment picks
  • Holdings: Yue Yuen Industrial holdings , Uni-President Enterprises Corp , LG Household & Health Care Ltd , KEPCO Plant Service & Engineering Co Ltd , United Breweries Co Inc ADR ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , EOG Resources Inc , Halliburton Co , Anadarko Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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Funds From: mbrrx - MFS Bond R2 - Corporate Bond to arfax - American Century One Choice 2015 A LW - Target Date 2011-2015
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