Funds From: aaemx - Alger Emerging Markets A Load Waived - Diversified Emerging Mkts to otchx - MFS Mid Cap Growth R3 - Mid-Cap Growth


  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , Yandex NV , Infraestructura Energetica Nova SAB de CV , Hiwin Technologies Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Wells Fargo & Co , Pfizer Inc , Lockheed Martin Corporation ,
  • Category: Large Value
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Aspen Technology, Inc. , Hain Celestial Group, Inc. , Insulet Corporation , Dealertrack Technologies Inc , Lennox International, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Amazon.com Inc , Facebook Inc Class A , HCA Holdings Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , LVMH Moet Hennessy Louis Vuitton SA , Accenture PLC Class A , Compass Group PLC , Danone ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury TIP , US Treasury Note 0.125% , US Treasury TIP , US Treasury TIP , US Treasury TIP 1.25% ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 2 Stars
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  • Holdings: J.B. Hunt Transport Services, Inc. , Hubbell, Inc. Class B , Capital One Financial Corp , Roper Industries, Inc. , Ametek, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: -1 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Microsoft Corporation , International Business Machines Corp , Oracle Corporation ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard REIT Index ETF , Real Return Funds , Us 10yr Note (Cbt)mar14 Xcbt 20140320 , Us 5yr Note (Cbt) Mar14 Xcbt 20140331 , iShares MSCI EAFE ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co., Ltd. , Mitsubishi Estate , Unibail-Rodamco SE , Westfield Group ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Anheuser-Busch Inbev SA , Total SA , Denso Corporation ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Kroger Co , Hewlett-Packard Co , Citigroup Inc , GlaxoSmithKline PLC , American International Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Merck & Co Inc , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: -1 Stars
Sign-up for MBFRX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Tencent Holdings Ltd. , Prudential PLC , Nestle SA , British American Tobacco PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Google Inc Class A , JPMorgan Chase & Co , Danaher Corporation , Pfizer Inc , Visa, Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy II , Guggenheim Strategy III , Kkr Finl Clo 2007 A 144A FRN , Cfc Managed Futures , Guggenheim BulletShares 2015 HY C Bd ETF ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Gartner, Inc. Class A , Actavis PLC , Jones Lang LaSalle, Inc. , Ametek, Inc. , Ross Stores, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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Funds From: aaemx - Alger Emerging Markets A Load Waived - Diversified Emerging Mkts to otchx - MFS Mid Cap Growth R3 - Mid-Cap Growth
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