Funds From: bfrax - BlackRock Floating Rate Income Inv A LW - Bank Loan to jgdax - INTECH Global Income Mgd Volatility A - World Stock


  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , Total SA , AstraZeneca PLC , Prudential PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Amazon.com Inc , Priceline Group Inc , Toyota Motor Corp , TJX Companies ,
  • Category: Consumer Defensive
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 1 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , MainStay Short Duration High Yield I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Franklin Pelagos Commodities Strat R6 , Templeton Global Total Return R6 , Franklin K2 Alternative Strategies R6 , Franklin Strategic Income R6 , Franklin Total Return R6 ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Visa Inc Class A , Oracle Corporation , Microsoft Corp , Alibaba Group Holding Ltd ADR , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Forward Credit Analysis Long/Short Instl , Forward Select Income Institutional , Forward High Yield Bond Z , Forward EM Corporate Debt Institutional ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Home Depot Inc , JPMorgan Chase & Co , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Exelon Corp , PG&E Corp , Edison International , Calpine Corp , NextEra Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Anheuser-Busch Inbev SA , AIA Group Ltd , Nestle SA , Prudential PLC , Compass Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Large Cap Growth Port ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , Samsung Electronics Co Ltd , Beijing Capital International Airport Co Ltd H Shares , SK Telecom Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: United Therapeutics Corp , Liberty Ventures Class A , Netflix Inc , Madison Square Garden Co Class A , Project Ride Pfd Prvt ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , L-3 Communications Holdings Inc , Google Inc Class C , Microsoft Corp , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Kimberly-Clark Corp , CLP Holdings Ltd , Lorillard Inc , PG&E Corp , Reynolds American Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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Funds From: bfrax - BlackRock Floating Rate Income Inv A LW - Bank Loan to jgdax - INTECH Global Income Mgd Volatility A - World Stock
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