Funds From: cvfzx - Pioneer Disciplined Value Z - Large Value to frjtx - Fidelity Advisor Income Repl 2016 T - Retirement Income


  • Holdings: Merck & Co Inc , Johnson & Johnson , Microsoft Corp , Bank of America Corporation , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: HSBC Holdings PLC , Roche Holding AG Dividend Right Cert. , BP PLC ADR , Commonwealth Bank of Australia , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Boston Properties Inc , Public Storage , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Bayer AG , Nestle SA , Compass Group PLC , WPP PLC , HSBC Holdings PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: AXA SA , Novartis AG , Taiwan Semiconductor Manufacturing Co Ltd , EDP - Energias de Portugal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Cognex Corp , Receptos Inc , Team Health Holdings Inc , Cavium Inc , Agios Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Cantel Medical Corp , Teledyne Technologies Inc , LTC Properties Inc , Minerals Technologies Inc , Lannett Co Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Clearwire Comm 144A 8.25% , Tesla Mtrs Cv 1.25% , Yahoo 144A Cv , Salesforce Com Cv 0.25% , Rti Intl Metals Cv 1.625% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , Aspen Technology Inc , Graphic Packaging Holding Co , Isis Pharmaceuticals , RF Micro Devices Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Guggenheim Strategy I , E-mini S&P MidCap 400 Index Future Dec14 , Brswap , Skyworks Solutions Inc , Equinix Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Columbia Corporate Income I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia US Government Mortgage I , E-mini S&P 500 Index Future Dec14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: First Republic Bank , Hain Celestial Group Inc , SBA Communications Corp , Healthcare Services Group Inc , Graco Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for gsmax investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , JPMorgan Chase & Co , AT&T Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , Novo Nordisk A/S , Samsung Electronics Co Ltd , International Container Terminal Services Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for NEWFX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Microsoft Corp , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for rldax investment picks
  • Holdings: Fidelity® Short-Term Bond , Fidelity® Total Bond , Fidelity® Strategic Real Return , Fidelity® Government Income , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
Sign-up for frjtx investment picks
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Funds From: cvfzx - Pioneer Disciplined Value Z - Large Value to frjtx - Fidelity Advisor Income Repl 2016 T - Retirement Income
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