Funds From: HHICX - Hancock Horizon Diversified Income C - Tactical Allocation to bprax - BlackRock Inflation Protected Bond A LW - Inflation-Protected Bond


  • Holdings: Alerian MLP ETF , BlackRock High Yield Bond Instl , BlackRock Floating Rate Income Instl , SPDR® Wells Fargo Preferred Stock ETF , Market Vectors® Pref Secs exFincls ETF ,
  • Category: Tactical Allocation
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA 4% TBA , Govt Natl Mtg Asso 3.5% , FNMA , Fed Natl Mort Assc 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Dividend Focused I2 , Transamerica Large Cap Value I2 , Transamerica Short-Term Bond I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , US Treasury TIP , CVS Health Corp , Exxon Mobil Corporation , UnitedHealth Group Inc ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR® S&P 500 ETF , PowerShares Dynamic Pharmaceuticals ETF , Health Care Select Sector SPDR® ETF , Vanguard Consumer Staples ETF , PowerShares Aerospace & Defense ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock EuroFund Instl , iShares International Dev Rel Est , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Visa Inc Class A , Apple Inc , Facebook Inc Class A , SanDisk Corp , Cisco Systems Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , Suncor Energy Inc , Morgan Stanley , UnitedHealth Group Inc , Cardinal Health Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Berkshire Hathaway Inc Class B , Johnson & Johnson ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Alpha Opportunities NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for jlfax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Toyota Motor Corp , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Mitsubishi Estate Co Ltd , Unibail-Rodamco SE , Sun Hung Kai Properties Ltd , Cheung Kong Holdings Ltd , Mitsui Fudosan Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for nefzx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Government Income ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for stxax investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Mini Msci Eafe Mar15 Ifus 20150320 , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Short-Term Bond , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Applied Materials Inc , Microsoft Corp , 3M Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: DexCom Inc , Acadia Healthcare Co Inc , Swift Transportation Co , ExamWorks Group Inc , Tyler Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Skyworks Solutions Inc , Hain Celestial Group Inc , Jarden Corp , Affiliated Managers Group Inc , Tractor Supply Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: LaSalle Hotel Properties , Landstar System Inc , Alaska Air Group Inc , Radian Group Inc , East West Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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Funds From: HHICX - Hancock Horizon Diversified Income C - Tactical Allocation to bprax - BlackRock Inflation Protected Bond A LW - Inflation-Protected Bond
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