Funds From: faobx - Fidelity Advisor Overseas B - Foreign Large Blend to cemzx - Columbia Absolute Ret Enh Multi-Strat Z - Multialternative


  • Holdings: Naspers Ltd Class N , Nestle SA , Rakuten, Inc. , Novo Nordisk A/S ADR , SOFTBANK Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Time Warner Cable Inc , Cigna Corp , Actavis PLC , HCA Holdings Inc , Sherwin-Williams Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Boston Properties Inc , Ventas Inc , Essex Property Trust Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Zions Bancorp , Arch Capital Group Ltd , Genworth Financial Inc , Wyndham Worldwide Corp , PolyOne Corp ,
  • Category: Small Value
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Total System Services Inc , Whiting Petroleum Corp , Wabco Holdings Inc , Donaldson Co Inc , Nordson Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR S&P Biotech ETF , Carmike Cinemas Inc , Lattice Semiconductor Corp , Federal Signal Corp , BNC Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Cds French Govt , James Alpha Cayman Commodity , Armor Re 144A FRN , Cdx Hy Cdsi S21 5y , Etf Efficiente 8 Rc Index ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 2000 Value , Esterline Technologies , Western Alliance Bancorp , EMCOR Group, Inc. , Radian Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Holdings: JB Hunt Transport Services Inc , Roper Industries Inc , Capital One Financial Corp , Hubbell Inc Class B , Verisk Analytics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , SL Green Realty Corp , Unibail-Rodamco SE , Essex Property Trust Inc , Mitsui Fudosan Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , AT&T Inc , T-Mobile US Inc , CenturyLink Inc , American Tower Corp ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , Healthsouth Corp , EPL Oil & Gas Inc , H.B. Fuller Company , Unit Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Halcon Resources Corp , SunEdison Inc , Ultra Petroleum Corp , Vipshop Holdings Ltd ADR ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 2.125% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Measurement Specialties Inc , NetScout Systems Inc , Medidata Solutions Inc , Hittite Microwave Corp , Cognex Corp ,
  • Category: Small Growth
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Eclat Textile Co Ltd , Kingspan Group PLC , 3i Ord , Nachi-Fujikoshi Corp. , Kansai Paint Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Delta Air Lines Inc , Morgan Stanley , DR Horton Inc , Toll Brothers Inc , Lennar Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Verizon Communications Inc , Johnson & Johnson , Procter & Gamble Co ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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Funds From: faobx - Fidelity Advisor Overseas B - Foreign Large Blend to cemzx - Columbia Absolute Ret Enh Multi-Strat Z - Multialternative
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