Funds From: prmax - Putnam Retirement Income Lifestyle 1 A - Retirement Income to bmaax - Sterling Capital MD Interm Tax-Free A LW - Muni Single State Interm


  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Euro BUND Future Sept14 , E-mini S&P 500 Index Future Sept14 , Aqr Risk Parity Ii Mv Off ,
  • Category: Tactical Allocation
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S+p500 Emini Fut Sep14 Xcme 20140919 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Premier Core Bond I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Metropolitan West Total Return Bond I , Madison Core Bond Y , Madison Large Cap Value Y , Madison Corporate Bond Y , Madison Large Cap Growth Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: ZELTIQ Aesthetics Inc , Portfolio Recovery Associates Inc , Tyler Technologies Inc , Cavium Inc , Cardtronics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: United Technologies Corp , Chevron Corp , Wal-Mart Stores Inc , Qualcomm Inc , Monsanto Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Whirlpool Corp , XL Group PLC , St Jude Medical Inc , Rock-Tenn Company Class A , CF Industries Holdings Inc ,
  • Category: Mid-Cap Value
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  • Holdings: Apple Inc , Facebook Inc Class A , Intuit Inc , Celgene Corp , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Us 2yr Note (Cbt) Sep14 Xcbt 20140930 , Vanguard FTSE Emerging Markets ETF , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , S+p Mid 400 Emini Sep14 Xcme 20140919 , US Treasury Bond 4.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for htayx investment picks
  • Holdings: 361 Managed Futures Strategy I , Barclays ETN+ S&P VEQTOR™ , Merk Absolute Return Currency Inst , Angel Oak Multi-Strategy Income Instl , Velocity Capital Long/Volatility Fund ,
  • Category: Multialternative
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for FHYIX investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oicax investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , US Treasury Note 2% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for WTLTX investment picks
  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Opportunistic Credit Y , Russell Global Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Comcast Corp Class A , ConocoPhillips , AT&T Inc , General Electric Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for DTMMX investment picks
  • Holdings: Universal Health Services Inc Class B , SanDisk Corp , Affiliated Managers Group Inc , IHS Inc Class A , VF Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Taro Pharmaceutical Industries Ltd , Tower Semiconductor Ltd , Frutarom Industries Ltd , Elbit Systems Ltd , Verint Systems Inc ,
  • Category: Miscellaneous Region
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
Sign-up for CPXCX investment picks
  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell Strategic Bond Y , Russell Emerging Markets Y , Russell US Core Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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Funds From: prmax - Putnam Retirement Income Lifestyle 1 A - Retirement Income to bmaax - Sterling Capital MD Interm Tax-Free A LW - Muni Single State Interm
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