Funds From: LTBBX - Oppenheimer Rochester LtdTerm NY MunisB - Muni Single State Short to flftx - Fidelity Advisor Latin America T - Latin America Stock


  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Exxon Mobil Corporation , General Electric Co , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Cisco Systems Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Scripps Networks Interactive Inc , Qualcomm, Inc. , Michael Kors Holdings Ltd , IAC/InterActiveCorp , Foot Locker Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Commodity Strategy R5 , MFS® Global Real Estate R5 , Japan(Govt Of) 1.1% , Japan(Govt Of) 2.1% , Italy(Rep Of) 3.75% ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: CNO Financial Group, Inc. , Pfizer Inc , JPMorgan Chase & Co , Ensco PLC Class A , CA, Inc. ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Credit Suisse Group , Sumitomo Mitsui Financial Group Inc , Sanofi , BNP Paribas ,
  • Category: World Stock
  • Morningstar Rating: -1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Chesapeake Energy Corp , Invesco Ltd. , Parker Hannifin Corporation , Regions Financial Corporation , ManpowerGroup ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Spdr S&P 500 Etf Trust , Yangzijiang Shipbuilding Holdings Ltd , Eisai Co Ltd Eisai Co Ltd , Mgm China Holdings Ltd , Unicharm Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Aeon Company Malaysia Bhd , Millennium & Copthorne Hotels PLC , Bukit Sembawang Estates Limited , United Plantation Berhad , Multi Bintang IndonesiaTbk ,
  • Category: Pacific/Asia ex-Japan Stk
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  • Holdings: PolyOne Corporation , Belden, Inc. , Plexus Corp. , City National Corp , Whirlpool Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Citigroup Inc , Google, Inc. Class A , Ubs Relationship Fds , Amazon.com Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: -1 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Nokia Oyj ADR , Boeing Co , Hewlett-Packard Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: -1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: USAA International Institutional , USAA Emerging Markets Institutional , USAA Income Stock Institutional , USAA Small Cap Stock Institutional , USAA Value Institutional ,
  • Category: World Stock
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Mitsui Fudosan Co., Ltd. , Westfield Group , Sun Hung Kai Properties, Ltd. , Sumitomo Realty & Development Co., Ltd. , Advance Residence Investment Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Sumitomo Mitsui Financial Group Inc , Mizuho Financial Group Inc , Toray Industries , Honda Motor Co Ltd , Bridgestone Corporation ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: SEI Global Managed Volatility A (SIMT) , SEI US Managed Volatility A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI Multi-Asset Cap Stability A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Immofinanz Immobilien Anlagen AG , Royal Dutch Shell PLC Class A , Novartis AG , Greggs PLC , Michelin ,
  • Category: Foreign Small/Mid Value
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  • Holdings: America Movil, S.A.B. de C.V. ADR , Ambev SA ADR , Itau Unibanco Holding S.A. , Petroleo Brasileiro SA Petrobras , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 2 Stars
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Funds From: LTBBX - Oppenheimer Rochester LtdTerm NY MunisB - Muni Single State Short to flftx - Fidelity Advisor Latin America T - Latin America Stock
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