Funds From: pgfdx - Putnam Global Financial C - Financial to gmbax - Columbia AMT-Free MA Interm Muni Bd T - Muni Massachusetts


  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Sumitomo Mitsui Financial Group Inc , AIA Group Ltd ,
  • Category: Financial
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: AAC Technologies Holdings Inc , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Sanlam Ltd , Powszechny Zaklad Ubezpieczen SA ,
  • Category: Diversified Emerging Mkts
Sign-up for BAFQX investment picks
  • Holdings: Newfield Exploration Co , Cisco Systems Inc , Laboratory Corp of America Hldgs , Quest Diagnostics Inc , Bank of New York Mellon Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Siemens AG , Tyco International Ltd , Anixter International Inc , General Dynamics Corp , Airbus Group NV ,
  • Category: Industrials
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV , JHFunds2 Alpha Opportunities NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Hospira Inc , Carbo Ceramics Inc , Align Technology Inc , Apple Inc , Accuray Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for BUFTX investment picks
  • Holdings: Apple Inc , Google Inc Class C , Oracle Corporation , Qualcomm Inc , DISH Network Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: LKQ Corp , Acadia Healthcare Co Inc , Quanta Services Inc , VeriFone Systems Inc , Equinix Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Calpine Corp , NRG Energy Inc , Edison International , PG&E Corp , National Grid PLC ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for tnabx investment picks
  • Holdings: Apple Inc , Taiwan Semiconductor Manufacturing Co Ltd , Novo Nordisk A/S , Google Inc Class A , Google Inc Class C ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for frorx investment picks
  • Holdings: Heineken NV , General Mills Inc , Walgreen Co , Campbell Soup Co , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lceax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for lhyax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Income Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO High Yield Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for ebmbx investment picks
  • Holdings: Eaton Corp PLC , Johnson Controls Inc , Cosan Ltd , Cree Inc , Covanta Holding Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 ,
  • Category: Bear Market
Sign-up for rytmx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Exelon Corp , Southern Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Aozora Bank Ltd , Buzzi Unicem , Immofinanz Immobilien Anlagen AG , PureCircle Ltd , Cermaq ASA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Aryzta AG , Reed Elsevier PLC , British Sky Broadcasting Group PLC , British American Tobacco PLC , Total SA ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Franklin Pelagos Commodities Strat R6 , Templeton Global Total Return R6 , Franklin Strategic Income R6 , Franklin High Income R6 , Franklin K2 Alternative Strategies R6 ,
  • Category: Conservative Allocation
Sign-up for us35472p4634 investment picks
  • Holdings: PNM Resources Inc , Empire District Electric Co , United Financial Bancorp Inc , Allied World Assurance Co Holdings AG , PartnerRe Ltd ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for dfrcx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 2 Stars
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Funds From: pgfdx - Putnam Global Financial C - Financial to gmbax - Columbia AMT-Free MA Interm Muni Bd T - Muni Massachusetts
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