Funds From: ltmbx - MFS® Lifetime® 2045 B - Target Date 2041-2045 to rtecx - Russell Tax Exempt Bond C - Muni National Interm


  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2041-2045
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , Coca-Cola Co , Johnson & Johnson , PepsiCo Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Willis Group Holdings PLC , Valeant Pharmaceuticals International Inc , Whirlpool Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Absolute Return 700 Y , Simon Property Group Inc , Cdx Cdx.Na.Hy.23 500.0 12/20/2019 , Micron Tech Cv 1.625% , SPDR® S&P 500 ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: ICICI Bank Ltd ADR , ARM Holdings PLC ADR , Shire PLC , Icon PLC , Denso Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Essex Property Trust Inc , Health Care REIT, Inc. , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: FNMA 4.5% TBA , FNMA 4% TBA , US Treasury Note 0.75% , FNMA , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , Telstra Corp Ltd , Singapore Telecommunications Limited , Alimentation Couche-Tard Inc , Wesfarmers Ltd ,
  • Category: Foreign Large Blend
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , Medtronic PLC , Actavis PLC , McKesson Corp ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Huntingdon Capital Corp , Dufry AG , Fairfax Financial Holdings Ltd , Phoenix Satellite Television Holdings Ltd , Genting Bhd ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
Sign-up for bmgex investment picks
  • Holdings: Wells Fargo & Co , Home Depot Inc , JPMorgan Chase & Co , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Equity-Income NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jblgx investment picks
  • Holdings: Putnam Global Consumer Y , Putnam Global Financial Y , Putnam Global Technology Y , Putnam Global Natural Resources Y , Putnam Global Health Care Y ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for ppgax investment picks
  • Holdings: FHLMC 4% , FHLMC 4.5% , Microsoft Corp , Apple Inc , FNMA 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for seblx investment picks
  • Holdings: United Therapeutics Corp , Liberty Ventures Class A , Netflix Inc , Madison Square Garden Co Class A , Project Ride Pfd Prvt ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for gsfcx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
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  • Holdings: Kao Corp , ORANGE , Shire PLC , ENEL Ente Nazionale per L'Energ Elet SPA , Statoil ASA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jmisx investment picks
  • Holdings: Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , CNOOC Ltd , Alibaba Group Holding Ltd ADR , Tencent Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for miegx investment picks
  • Holdings: Apple Inc , CVS Health Corp , Toyota Motor Corp , Allstate Corp , Roche Holding AG Dividend Right Cert. ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for smyix investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for rtecx investment picks
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Funds From: ltmbx - MFS® Lifetime® 2045 B - Target Date 2041-2045 to rtecx - Russell Tax Exempt Bond C - Muni National Interm
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