Funds From: etctx - Eaton Vance CT Municipal Income A LW - Muni Single State Long to lmffx - Federated Municipal Securities F - Muni National Long


  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Shire PLC , Unilever PLC , Sumitomo Mitsui Financial Group Inc , Roche Holding AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , Expedia Inc Del 5.95% , General Elec Cap 5.3% , Plains Expl& Prodtn 6.5% , Belo 7.25% ,
  • Category: Moderate Allocation
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  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Apple Inc , Exxon Mobil Corporation , US TREASURY TIP ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Capital One Financial Corp , Comcast Corp Class A , Citigroup Inc , General Dynamics Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Avnet Inc , TD Ameritrade Holding Corp , Comerica Inc , Applied Materials Inc , Discover Financial Services ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Affiliated Managers Group Inc , Ametek Inc , Tractor Supply Co , Macy's Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Bond Index Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: National Australia Bank Limited , EDP - Energias de Portugal SA , Total SA ADR , Eni SpA ADR , TDC A/S ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lirrx investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Holdings: Stifel Financial Corp , PacWest Bancorp , Barnes Group Inc , First Financial Holdings , Western Alliance Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Celgene Corp , Cognizant Technology Solutions Corp Class A , Monsanto Co , Google Inc Class A , Priceline.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Celgene Corp , Teva Pharmaceutical Industries Ltd ADR , Actavis PLC , Cubist Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Lg Cap Val Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Nike Inc Class B , Visa Inc Class A , PepsiCo Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Bear Market
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Oracle Corporation , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , AbbVie Inc , Reynolds American Inc , Verizon Communications Inc , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Time Warner Inc , Boeing Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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Funds From: etctx - Eaton Vance CT Municipal Income A LW - Muni Single State Long to lmffx - Federated Municipal Securities F - Muni National Long
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