Funds From: pbfix - PNC MI Interm Muni Bond I - Muni Single State Interm to peqyx - Putnam Global Equity Y - World Stock


  • Category: Muni Single State Interm
  • 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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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Alliance Data Systems Corp , Tencent Holdings Ltd. ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC ADR Class A , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Total Return NAV , JHFunds2 Active Bond NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , General Electric Co , JPMorgan Chase & Co ,
  • 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 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR S&P Dividend ETF , Exxon Mobil Corporation , General Electric Co , iShares US Preferred Stock , AT&T Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 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: 4 Stars
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  • Holdings: Templeton Global Total Return R6 , Franklin US Government Secs R6 , Franklin Growth R6 , Franklin Low Duration Total Return R6 , Franklin Rising Dividends R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Walt Disney Co , Comcast Corp Class A , Home Depot Inc , Starbucks Corp , Target Corp ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA ADR , Roche Holding AG ADR , Novartis AG ADR , Royal Dutch Shell PLC ADR Class A , Toyota Motor Corp ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for marix investment picks
  • Holdings: Telenor ASA , Siemens AG , L'Oreal SA , Essilor International SA , Royal Philips NV ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: SEI Investments Company , Cubist Pharmaceuticals Inc , Seattle Genetics Inc , Intel Corp , Oasis Petroleum Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: SVB Financial Group , UMB Financial Corp , Ciena Corp , CoreLogic, Inc. , Salix Pharmaceuticals Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for MMCMX investment picks
  • Holdings: United Technologies Corp , Union Pacific Corp , General Electric Co , W W Grainger Inc , Tyco International Ltd ,
  • Category: Industrials
  • Morningstar Rating: 2 Stars
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  • Holdings: Invesco Dividend Income R6 , Invesco Core Plus Bond R6 , Invesco Premium Income R6 , Invesco High Yield R6 , Invesco Diversified Dividend R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for alaax investment picks
  • Holdings: GDF Suez , BP PLC , Nissan Motor , Morrison (Wm) Supermarkets PLC , Daiichi Sankyo Co Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Westar Energy Inc , SCANA Corp , UIL Holdings Corp , Xcel Energy Inc , CMS Energy Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: Bristol-Myers Squibb Company , Lockheed Martin Corp , Raytheon Co , Seagate Technology PLC , Lorillard Inc ,
  • Category: World Stock
Sign-up for jgdsx investment picks
  • Holdings: Philip Morris International Inc , Priceline Group Inc , Amazon.com Inc , Hilton Worldwide Holdings Inc , Toyota Motor Corp ,
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for shiax investment picks
  • Holdings: Micron Technology Inc , Japan Tobacco Inc , Royal Dutch Shell PLC Class A , Google Inc Class C , Monsanto Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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Funds From: pbfix - PNC MI Interm Muni Bond I - Muni Single State Interm to peqyx - Putnam Global Equity Y - World Stock
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