Funds From: lanbx - Lord Abbett Natl Tax-Free Income B - Muni National Long to jptbx - JPMorgan SmartRetirement Blend 2055 Sel - Target Date 2051+


  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: VeriSign, Inc. , SBA Communications Corp , Herbalife, Ltd. , Qualcomm, Inc. , Scripps Networks Interactive Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Ameriprise Financial Inc , Sirius XM Holdings Inc , Genworth Financial Inc , Liberty Interactive Corp Class A , TripAdvisor Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Suncor Energy Inc , General Electric Co , Goldman Sachs Group Inc , Citigroup Inc , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: WR Berkley Corp , TRW Automotive Holdings Corp , Foot Locker Inc , Arthur J. Gallagher & Co. , Reinsurance Group of America Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Colfax Corp , Genesco Inc , Huntsman Corp , Waste Connections Inc , Bally Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: HSBC Holdings PLC , Royal Dutch Shell PLC Class A , BNP Paribas , Mitsubishi UFJ Financial Group Inc , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: S&P 500 Index Future June14 , Federated Project and Trade Fin Cor , NYSE/Liffe 10 Year US Treasury Note Future June14 , High Yield Bond Portfolio , Gilead Sciences Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Holdings: Monsanto Co , Apple Inc , Gilead Sciences Inc , Qualcomm Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Applied Materials Inc , Intel Corp , American International Group Inc , General Motors Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Manning & Napier Pro-Blend Max Term I , Manning & Napier Pro-Blend Extnd Term I ,
  • Category: Target Date 2031-2035
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Hewlett-Packard Co , Boeing Co , Bank of America Corporation , BP PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for uspvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for aniax investment picks
  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Legg Mason Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for bgvax investment picks
  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , Vanguard REIT Index ETF ,
  • Category: Retirement Income
Sign-up for lmrsx investment picks
  • Holdings: Samsung Electronics Co Ltd , iShares India 50 , iShares MSCI South Korea Capped , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Bayer AG , Nestle SA , HSBC Holdings PLC , Compass Group PLC , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ccbax investment picks
  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for otabx investment picks
  • Holdings: ConocoPhillips , Citigroup Inc , Chevron Corp , JPMorgan Chase & Co , CVS Caremark Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ehstx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , iShares Russell 2000 , JPMorgan High Yield R6 ,
  • Category: Target Date 2051+
Sign-up for jptbx investment picks
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Funds From: lanbx - Lord Abbett Natl Tax-Free Income B - Muni National Long to jptbx - JPMorgan SmartRetirement Blend 2055 Sel - Target Date 2051+
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