Funds From: emicx - MFS Massachusetts Investors Gr Stk 529C - Large Growth to mtchx - MFS Technology R3 - Technology


  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: QS Batterymarch US Lg Cap Eq IS , Western Asset Intermediate Bond IS , Legg Mason BW Global Opportunities Bd IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
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  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Danaher Corp , Visa Inc Class A , EMC Corp , Johnson & Johnson ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Value , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Exponent Inc , FactSet Research Systems, Inc. , Sirona Dental Systems Inc , MarketAxess Holdings Inc , Abaxis Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard Intermediate-Term Corp Bd ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Ashtead Group PLC , Wirecard AG , Hotel Shilla Co Ltd , Azimut Holding SPA , Rightmove PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: American International Group Inc , LyondellBasell Industries NV , Micron Technology Inc , Shire PLC , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: 10yr Mini Jgb Dec 14 , E-mini S&P 500 Index Future Dec14 , 3mo Euro Euribor Jun 15 , 3mo Euroyen (Tfx) Jun 15 , 90 Day Sterling Jun 15 ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Core US Aggregate Bond ,
  • Category: Target Date 2031-2035
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  • Holdings: Industrial And Commercial Bank Of China Ltd H Shares , China Construction Bank Corp H Shares , Samsung Electronics Co Ltd , Vale SA Pfd Shs -A- , OAO Gazprom ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , SanDisk Corp , Sandisk Cv 1.5% , Wells Fargo & Co ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , JPMorgan High Yield R6 , iShares MSCI EAFE ,
  • Category: Retirement Income
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  • Holdings: Deluxe Corp , Parexel International Corp , Sanmina Corp , Team Health Holdings Inc , Skechers USA Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , Royal Dutch Shell PLC Class A , Pfizer Inc , Cisco Systems Inc , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for lwoax investment picks
  • Holdings: Google Inc Class A , Apple Inc , Visa Inc Class A , Hewlett-Packard Co , Oracle Corporation ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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Funds From: emicx - MFS Massachusetts Investors Gr Stk 529C - Large Growth to mtchx - MFS Technology R3 - Technology
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