Funds From: oimbx - Oppenheimer Rochester Ltd Term Muni B - High Yield Muni to ppgax - Putnam Global Sector A - World Stock


  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Iron Mountain Inc , Intel Corp , National Fuel Gas Co , PNC Financial Services Group Inc ,
  • Category: Large Value
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  • Holdings: PF Managed Bond P , PF Short Duration Bond P , PF Inflation Managed P , PF Emerging Markets Debt P , PF Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Alaska Air Group Inc , Westar Energy Inc , Piedmont Office Realty Trust Inc , Synopsys Inc , Retail Properties of America Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 700 Y ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: AA PLC , ProSiebenSat 1 Media AG , Rexel SA , Teva Pharmaceutical Industries Ltd ADR , Barclays PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Strayer Education Inc , Brocade Communications Systems Inc , OFG Bancorp , Greenbrier Companies Inc , FactSet Research Systems, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Sumitomo Mitsui Financial Group Inc , Roche Holding AG Dividend Right Cert. , ProSiebenSat 1 Media AG , Continental AG , Standard Life PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Waddell & Reed Core Investment Y , Waddell & Reed Global Bond Y , Waddell & Reed Bond Y , Waddell & Reed Value Y , Toyota Mtr Cr FRN ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Comcast Corp Class A , Home Depot Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: O'Reilly Automotive Inc , American Tower Corp , CarMax Inc , Markel Corporation , Twenty-First Century Fox Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for HFCSX investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , AstraZeneca PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Franklin Pelagos Commodities Strat R6 , Templeton Global Total Return R6 , Franklin Strategic Income R6 , Franklin K2 Alternative Strategies R6 , Franklin Low Duration Total Return R6 ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Oracle Corporation , Microsoft Corp , Alibaba Group Holding Ltd ADR , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
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  • Holdings: Amazon.com Inc , Priceline Group Inc , Philip Morris International Inc , Toyota Motor Corp , Michael Kors Holdings Ltd ,
  • Category: Consumer Defensive
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ihfax investment picks
  • Holdings: Google Inc , Hartford Financial Services Group Inc , Micron Technology Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4.5% , Fed Natl Mort Assc 4% , Apple Inc , US Treasury Note 0.75% , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oamix investment picks
  • Holdings: Vanguard FTSE Emerging Markets ETF , Us 2yr Note (Cbt) Dec14 Xcbt 20141231 , S+p Mid 400 Emini Dec14 Xcme 20141219 , Us Long Bond(Cbt) Dec14 Xcbt 20141219 , US Treasury Note 0.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for htaax investment picks
  • Holdings: Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Intl Dividend Inc I , Lord Abbett Convertible I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 1 Stars
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  • Holdings: Putnam Global Consumer Y , Putnam Global Financial Y , Putnam Global Natural Resources Y , Putnam Global Technology Y , Putnam Global Health Care Y ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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Funds From: oimbx - Oppenheimer Rochester Ltd Term Muni B - High Yield Muni to ppgax - Putnam Global Sector A - World Stock
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