Funds From: difax - MFS Diversified Income A Load Waived - Conservative Allocation to fnybx - Fidelity Advisor NY Municipal Inc B - Muni New York Long


  • Holdings: MFS® High Yield Pooled , Simon Property Group Inc , US Treasury Note 0.375% , US Treasury Note 0.875% , Vornado Realty Trust ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rmlax investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Boston Properties Inc , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for gsfsx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for eagwx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ivbix investment picks
  • Holdings: Novartis AG , Shire PLC , Unilever PLC , Sumitomo Mitsui Financial Group Inc , Roche Holding AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dieax investment picks
  • Holdings: Lord Abbett Affiliated I , Lord Abbett Growth Leaders I , Lord Abbett Growth Opportunities I , Lord Abbett Fundamental Equity I , Lord Abbett Intl Core Equity I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ldsqx investment picks
  • Holdings: NewMarket Corp , Wells Fargo & Co , CarMax Inc , General Dynamics Corp , BlackRock Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for HEIFX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for iibax investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for alnyx investment picks
  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Us 5yr Note (Cbt) Jun14 Xcbt 20140630 , Us Long Bond(Cbt) Jun14 Xcbt 20140619 , Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for GSBFX investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS , ClearBridge Appreciation IS , ClearBridge International Value IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for schax investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for hipax investment picks
  • Holdings: Samsung Electronics Co Ltd , POSCO , Petroleo Brasileiro SA Petrobras ADR , Yingde Gases Group Co Ltd , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for TPECX investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for ENPSX investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for bktax investment picks
  • Holdings: Ultimate Software Group Inc , Cepheid , Proto Labs Inc , Portfolio Recovery Associates Inc , Grand Canyon Education Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for dsgix investment picks
  • Holdings: TDC A/S , National Australia Bank Limited , Total SA ADR , BP PLC , Royal Dutch Shell PLC ADR Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lidax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for gsarx investment picks
  • Holdings: Johnson & Johnson , Abengoa Yield , Merck & Co Inc , Ares Capital Corporation , Total SA ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for iibex investment picks
  • Holdings: Hartford Financial Services Group Inc , SunTrust Banks Inc , Cimarex Energy Co , XL Group PLC , M&T Bank Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for lmcrx investment picks
  • Holdings: ConocoPhillips , Microsoft Corp , Verizon Communications Inc , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for JNBCX investment picks
  • Holdings: FNMA , FHLMC 4.5% , FNMA 4.5% , FNMA 3% , Fed Natl Mort Assc 2.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for secmx investment picks
  • Holdings: British American Tobacco PLC , UGI Corp , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ktrix investment picks
  • Holdings: Microsoft Corp , Apple Inc , Google Inc Class C , Oracle Corporation , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mcpbx investment picks
  • Holdings: iShares MSCI EAFE Small-Cap , Greencore Group PLC , Hoshizaki Electric Co., Ltd. , Fastighets AB Balder Class B , Hanssem Co Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for tnsax investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 1 Stars
Sign-up for fnybx investment picks
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Funds From: difax - MFS Diversified Income A Load Waived - Conservative Allocation to fnybx - Fidelity Advisor NY Municipal Inc B - Muni New York Long
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