Funds From: dfibx - Davis Financial B - Financial to dznjx - Dreyfus New Jersey Municipal Bond Z - Muni New Jersey


  • Holdings: Wells Fargo & Co , American Express Co , Bank of New York Mellon Corp , Markel Corporation , Visa Inc Class A ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Icahn Enterprises LP , Texas Pacific Land Trust , Howard Hughes Corp , Onex Corp , Brookfield Asset Management Inc Class A ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Pru Shirt Dur Milti-Sec , Prudential Total Return Bd , Prudential Large Cap Core Equity A , Prudential International Value C , Prudential Strategic Value Z ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Health Care REIT, Inc. , Mitsui Fudosan Co Ltd , British Land Co PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , RidgeWorth Mid-Cap Value Equity IS , RidgeWorth Total Return Bond IS , RidgeWorth International Equity I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Teva Pharmaceutical Industries Ltd ADR , CGI Group Inc Class A , Nordea Bank AB , Toyota Motor Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Occidental Petroleum Corp , Linear Technology Corp , AutoZone Inc , ACE Ltd , Freeport-McMoRan Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Giant Manufacturing Co Ltd , SABMiller PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Alliancebernstein Pooling Portfolios , Alliancebernstein Pooling Portfolios , AB Pooling International Growth , AB Pooling International Value , Alliancebernstein Pooling Portfolios ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Imperial Tobacco Group PLC , Novartis AG , HSBC Holdings PLC , Daimler AG , Sanofi ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced Risk Cayman C7mw Cayman Subsidary , Aust 10y Bond Fut Mar15 Xsfe 20150316 , Long Gilt Future Mar15 Ifll 20150327 , Euro-Bund Future Mar15 Xeur 20150306 , Can 10yr Bond Fut Mar15 Xmod 20150320 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Alerian MLP ETF , BlackRock High Yield Bond Instl , BlackRock Floating Rate Income Instl , SPDR® Wells Fargo Preferred Stock ETF , Market Vectors® Pref Secs exFincls ETF ,
  • Category: Tactical Allocation
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 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 Select Diversified Value I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Comcast Corp Class A , Citigroup Inc , Cisco Systems Inc , Celgene Corp , Actavis PLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Treehouse Foods Inc , PrivateBancorp Inc , Sonic Corp , Icon PLC , Silicon Laboratories Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , S+p500 Emini Fut Mar15 Xcme 20150320 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
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Funds From: dfibx - Davis Financial B - Financial to dznjx - Dreyfus New Jersey Municipal Bond Z - Muni New Jersey
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