Funds From: fibbx - Fidelity Advisor Limited Term Bond B - Short-Term Bond to prryx - Putnam RetirementReady 2035 Y - Target Date 2031-2035


  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: CYS Investments Inc , Covanta Holding Corp , Symetra Financial Corp , Denny's Corp , Chesapeake Lodging Trust ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Credit Suisse Group , Sanofi , Roche Holding AG , Apple Inc , Google Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® High Yield Pooled , Simon Property Group Inc , AvalonBay Communities Inc , Public Storage , US Treasury Note 0.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: PL Managed Bond P , PL Large-Cap Value P , PL Comstock P , PL International Large-Cap P , PL Short Duration Bond P ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Qualcomm Inc , Microsoft Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury TIP , US TREASURY TIP , US Treasury TIP , iShares S&P GSCI Commodity-Indexed Trust , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury Note 0.75% , US Treasury Note 0.75% , US Treasury Note 1.375% , US Treasury Note 0.875% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for obcix investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Koninklijke Ahold Nv Common Stock Eur.01 , GlaxoSmithKline PLC ADR , Deutsche Boerse AG , China Mobile Ltd ADR ,
  • Category: Foreign Large Value
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares Russell Mid-Cap ,
  • Category: Target Date 2026-2030
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  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Retirement Income
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  • Holdings: General Electric Co , Union Pacific Corp , United Technologies Corp , 3M Co , Boeing Co ,
  • Category: Trading-Leveraged Equity
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for ebfax investment picks
  • Holdings: Methanex Corp , Reinsurance Group of America Inc , Arrow Electronics Inc , Wesco International Inc , Newell Rubbermaid Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Large Cap Value Port ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Union Pacific Corp , Visa Inc Class A , Apple Inc , Monsanto Co , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Profunds Swap Security Ub , Profunds Swap Security Gs ,
  • Category: Bear Market
Sign-up for ufpsx investment picks
  • Holdings: Novartis AG , Unilever PLC , Sumitomo Mitsui Financial Group Inc , Roche Holding AG Dividend Right Cert. , Royal Bank of Scotland Group (The) PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mpitx investment picks
  • Holdings: Shire PLC , Galaxy Entertainment Group Ltd , ENEL Ente Nazionale per L'Energ Elet SPA , Associated British Foods PLC , Continental AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Siemens AG , Tyco International Ltd , Anixter International Inc , General Dynamics Corp , Airbus Group NV ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
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  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager Large Cap Core I , Voya US Stock Index I , Voya Large Cap Growth Portfolio I , Voya Multi-Manager Mid Cap Value I ,
  • Category: Target Date 2026-2030
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Polaris Industries Inc , Arrow Electronics Inc , United Therapeutics Corp , Gannett Co Inc , Dresser-Rand Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Jazz Pharmaceuticals PLC , Cubist Pharmaceuticals Inc , Manhattan Associates Inc , HFF Inc Class A , Greenbrier Companies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
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Funds From: fibbx - Fidelity Advisor Limited Term Bond B - Short-Term Bond to prryx - Putnam RetirementReady 2035 Y - Target Date 2031-2035
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