Funds From: cfifx - American Funds College 2015 529F1 - Conservative Allocation to fgebx - Fidelity Advisor Glbl Capital Apprec B - World Stock


  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds ST Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds Income Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya Global Bond R6 , Voya Large Cap Growth R6 , Voya Large Cap Value R6 , Voya Multi-Manager International Eq I , Voya High Yield Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Urban Outfitters Inc , Swift Transportation Co , Constant Contact Inc , Atwood Oceanics Inc , Dunkin Brands Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Hittite Microwave Corp , The Chefs' Warehouse Inc , Mercadolibre Inc , NVE Corp , Hibbett Sports Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Danaher Corp , Visa Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Home Depot Inc , Comcast Corp Class A , Priceline Group Inc , TJX Companies ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
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  • Category: Intermediate-Term Bond
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  • Holdings: Exxon Mobil Corporation , Schlumberger NV , Chevron Corp , Occidental Petroleum Corp , Halliburton Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 1.1% , Japan(Govt Of) 2.1% , KDDI Corp , Johnson & Johnson , Italy(Rep Of) 3.75% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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  • Holdings: Cognizant Technology Solutions Corp Class A , Luye Pharma Group Ltd , Tata Motors Ltd , AIA Group Ltd , Baidu Inc ADR ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 4 Stars
Sign-up for malax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Total SA , Roche Holding AG Dividend Right Cert. , BHP Billiton Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Southern Co , Exelon Corp ,
  • Category: Trading-Leveraged Equity
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • 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: 2 Stars
Sign-up for MGBAX investment picks
  • Holdings: Google Inc Class C , Google Inc Class A , Super Micro Computer Inc , Pandora AS , Halliburton Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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Funds From: cfifx - American Funds College 2015 529F1 - Conservative Allocation to fgebx - Fidelity Advisor Glbl Capital Apprec B - World Stock
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