Funds From: bvaax - Sterling Capital VA Interm Tax-Free A LW - Muni Single State Interm to PJMEX - Putnam Absolute Return 500 R6 - Conservative Allocation


  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Underlying Fds Tr ,
  • Category: Managed Futures
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Kohl's Corp , Intel Corp , Microsoft Corp , Northrop Grumman Corp , E I du Pont de Nemours & Company ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Cisco Systems Inc , Amazon.com Inc , Visa Inc Class A , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Occidental Petroleum Corp , Linear Technology Corp , AutoZone Inc , Norfolk Southern Corp , Freeport-McMoRan Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Holdings: Nitto Denko Corporation , Sanofi , Otsuka Holdings Co Ltd , Merck KGaA , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Pfizer Inc , Cisco Systems Inc , International Business Machines Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Nike Inc Class B , Google Inc Class A , Google Inc , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , SABMiller PLC , Industrial And Commercial Bank Of China Ltd H Shares , BS Financial Group Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2051+
Sign-up for MTZRX investment picks
  • Holdings: iShares Core MSCI Emerging Markets , US Treasury TIP , Exxon Mobil Corporation , Apple Inc , Gilead Sciences Inc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Hanesbrands Inc , HCA Holdings Inc , Centene Corp , Mead Johnson Nutrition Co , Polaris Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Chevron Corp , Exxon Mobil Corporation , Citigroup Inc ,
  • Category: Large Value
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  • Holdings: E-mini S&P 500 Index Future Dec14 , MSCI EAFE Index Future Dec14 , Columbia Commodity Strategy I , MSCI Emerging Market Index Future Dec14 , Germany (Federal Republic Of) 0.78921% ,
  • Category: World Allocation
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Imperial Tobacco Group PLC , Sanofi , Mabuchi Motor Co., Ltd. , National Grid PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for FIVIX investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Macys Retail Hldgs 7.45% , Equitable Life Assurn Soc U S 144A 7.7% ,
  • Category: Commodities Broad Basket
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  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
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  • Holdings: Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Technology Select Sector SPDR┬« ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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Funds From: bvaax - Sterling Capital VA Interm Tax-Free A LW - Muni Single State Interm to PJMEX - Putnam Absolute Return 500 R6 - Conservative Allocation
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