Funds From: ebddx - Eaton Vance Multi-Strat Absolute Ret B - Nontraditional Bond to peyax - Putnam Equity Income A Load Waived - Large Value


  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
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  • Holdings: MetLife Inc , Chevron Corp , JPMorgan Chase & Co , Merck & Co Inc , Aetna Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , International Tilts , Russel 1000 Lifepath , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Mitsui Fudosan Co Ltd , Mitsubishi Estate , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHancock Strategic Growth NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity Treasury Fnd 695 Fnd 695 , Capita PLC , Continental AG , ProSiebenSat 1 Media AG , Sodexo ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , MasterCard Inc Class A , Morgan Stanley , Facebook Inc Class A , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: ASICS Corp , Kao Corp , Ryohin Keikaku Co., Ltd. , Nidec Corp , Shimano Inc. ,
  • Category: Japan Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Consol Energy Inc , PNC Financial Services Group Inc , Merck & Co Inc , MetLife Inc , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Bank of Nova Scotia , Wells Fargo & Co , BB&T Corp , American Express Co , Aflac Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Vertex Pharmaceuticals Inc , Alexion Pharmaceuticals Inc , Biomarin Pharmaceutical Inc , Incyte Corp Ltd , Roche Holding AG ,
  • Category: Health
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Samsung Electronics Co Ltd , Commonwealth Bank of Australia , Australia and New Zealand Banking Group Ltd , AIA Group Ltd , Lend Lease Group ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
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  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Liberty Media Corporation Class A , Texas Pacific Land Trust , Sears Holdings Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia High Yield Bond I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Tencent Holdings Ltd. , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Flextronics International Ltd , Hertz Global Holdings Inc , Liberty Global PLC Class C ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia High Yield Bond I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Chevron Corp , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Franklin Rising Dividends R6 , Franklin DynaTech R6 , Franklin Intl Small Cap Growth R6 , Templeton Global Total Return R6 , Franklin US Government Secs R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Holdings: Credicorp Ltd , Waddell & Reed Financial, Inc. , Wells Fargo & Co , Discover Financial Services , Encore Capital Group Inc ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Marathon Oil Corp , Exxon Mobil Corporation , MetLife Inc , Johnson & Johnson , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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Funds From: ebddx - Eaton Vance Multi-Strat Absolute Ret B - Nontraditional Bond to peyax - Putnam Equity Income A Load Waived - Large Value
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