Funds From: mmaix - MFS Moderate Allocation I - Moderate Allocation to nbrax - Neuberger Berman M/C Intrinsic Val A LW - Mid-Cap Value


  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Verizon Communications Inc , Gilead Sciences Inc , Facebook Inc Class A , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Nestle SA , Banco Santander SA , Toronto-Dominion Bank , Shire PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Scentre Group , Unibail-Rodamco SE , SL Green Realty Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , Total SA , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Merck & Co Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: American Capital Ltd , Protective Life Corp , Ingram Micro Inc Class A , Triquint Semiconductor , UGI Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , iShares TIPS Bond , BlackRock Russell 1000 Index T ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Holdings: McGraw Hill Financial Inc , Google Inc Class A , Ameriprise Financial Inc , Adobe Systems Inc , Cummins Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Credit Suisse Group , Allianz SE , Honda Motor Co Ltd , Toyota Motor Corp , BNP Paribas ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Waste Connections Inc , Jarden Corp , Portland General Electric Co , Associated Banc-Corp , RLJ Lodging Trust ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Eclat Textile Co Ltd , TAL Education Group ADR , Kansai Paint Co., Ltd. , Tsuruha Holdings Inc. , Kingspan Group PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for abtax investment picks
  • Holdings: Roche Holding AG , Airbus Group NV , GlaxoSmithKline PLC , Novartis AG , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American Express Co , Wells Fargo & Co , Home Depot Inc , Verizon Communications Inc , Actavis PLC ,
  • Category: Large Growth
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  • Holdings: Apple Inc , iShares Core MSCI Emerging Markets , Gilead Sciences Inc , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Itau Unibanco Holding S.A. , America Movil SAB de CV ADR , Petroleo Brasileiro SA Petrobras , Ambev SA ADR , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Newell Rubbermaid Inc , Berkshire Hathaway Inc Class B , Texas Instruments Inc , American Express Co , Anheuser-Busch Inbev SA ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nbgux investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , SPDR S&P 500 , Cboe S&P 500� ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR S&P 500 , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , iShares Core MSCI Emerging Market , iShares Russell 2000 ,
  • Category: Target Date 2046-2050
Sign-up for pzecx investment picks
  • Holdings: Western Digital Corp , Capital One Financial Corp , Citigroup Inc , JPMorgan Chase & Co , SanDisk Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for mgoix investment picks
  • Holdings: Hon Hai Precision Ind Co Ltd , Cielo SA , Sihuan Pharmaceutical Holdings Group Ltd , MMC Norilsk Nickel JSC ADR , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: ADT Corp , General Dynamics Corp , Skyworks Solutions Inc , Devon Energy Corp , Ashland Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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Funds From: mmaix - MFS Moderate Allocation I - Moderate Allocation to nbrax - Neuberger Berman M/C Intrinsic Val A LW - Mid-Cap Value
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