Funds From: emoax - Eaton Vance Municipal Opportunities A - Muni National Interm to lprcx - BlackRock LifePath 2020 Investor A - Target Date 2016-2020


  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , SABMiller PLC , Qualcomm Inc , Danone , Apple Inc ,
  • Category: World Stock
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  • Holdings: Vanguard REIT Index ETF , Real Return Funds , iShares MSCI EAFE , Vanguard Total Stock Market ETF , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Royal Dutch Shell PLC Class A , Bayer AG , Iliad , Bayerische Motoren Werke AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: British American Tobacco PLC , Philip Morris International Inc , Eaton Corp PLC , Viacom Inc Class B , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , Royal Dutch Shell PLC Class A , AstraZeneca PLC , BP PLC , Banco Santander SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corp , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Value R6 , Voya Large Cap Growth Portfolio I , VY T. Rowe Price Capital Appreciation I ,
  • Category: Target Date 2036-2040
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  • Category: Muni Massachusetts
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Amazon.com Inc , Qualcomm Inc , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , Johnson & Johnson , Exxon Mobil Corporation , Intel Cv 2.95% , Bk Amer Pfd ,
  • Category: Tactical Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , Applied Materials Inc , Citigroup Inc , Anadarko Petroleum Corp , Freeport-McMoRan Copper & Gold ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Rio Tinto PLC , BG Group PLC , BP PLC ADR , First Quantum Minerals Ltd ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Medtronic Inc , Comcast Corp Class A , Texas Instruments Inc , Riverbed Technology Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Hanesbrands Inc , United Continental Holdings Inc , Telephone and Data Systems, Inc. , Swift Transportation Co , Lincoln National Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Lam Research Corp , Synopsys Inc , Check Point Software Technologies Ltd , Apple Inc , Synaptics Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Hartford Inflation Plus Y , Hartford World Bond Y , Hartford Total Return Bond Y , Hartford Global Real Asset Y , Hartford Real Total Return Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Jazz Pharmaceuticals PLC , Merck & Co Inc , Facebook Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Chevron Corp , SGS Ltd , Diageo PLC ADR , GlaxoSmithKline PLC ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson & Johnson , ConocoPhillips , Hewlett-Packard Co , EOG Resources Inc , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Techtronic Industries Co Ltd , ASICS Corp , Kobayashi Pharmaceutical Co., Ltd. , Amer Sports Corp , Huhtamäki Oyj ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , iShares TIPS Bond , BlackRock Small Cap Index A ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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Funds From: emoax - Eaton Vance Municipal Opportunities A - Muni National Interm to lprcx - BlackRock LifePath 2020 Investor A - Target Date 2016-2020
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