Funds From: prlbx - Putnam Retirement Income Lifestyle 2 B - Retirement Income to eirax - Eaton Vance Rich Bern All Asst Strat I - Conservative Allocation


  • Holdings: Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 700 Y , US Treasury Note 0.75% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
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  • Holdings: BCE Inc , General Mills Inc , Wal-Mart Stores Inc , PepsiCo Inc , Duke Energy Corporation ,
  • Category: World Stock
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , MasterCard Inc Class A , Cognizant Technology Solutions Corp Class A , Accenture PLC Class A , Fidelity National Information Services Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: ADT Corp , General Dynamics Corp , Devon Energy Corp , Corrections Corp of America , Ashland Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , American Tower Corp , Boston Properties Inc , Equity Residential , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Sherwin-Williams Co , Mylan Inc , Ametek Inc , Delphi Automotive PLC , The Hershey Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: ConocoPhillips , AT&T Inc , Intel Corp , Total SA ADR , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Boston Properties Inc , Ventas Inc , Essex Property Trust Inc ,
  • Category: Real Estate
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  • Holdings: S&P 500 Index Future June14 , Citigroup Inc , JPMorgan Chase & Co , Bank of America Corporation , Applied Materials Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Statoil ASA , Imperial Tobacco Group PLC , Sanofi , Mitsui & Co Ltd , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
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  • Holdings: Toyota Motor Corp , Mitsubishi Heavy Industries Ltd , Hitachi Ltd , Mitsubishi UFJ Financial Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Nuveen International Select I , Nuveen Dividend Value R6 , Nuveen Symphony Low Volatility Equity I , Nuveen Tactical Market Opportunities I , Nuveen Santa Barbara Dividend Growth R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Grupo Televisa, S.A.B. ADR , Hyundai Motor Co Ltd , China Mobile Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , SPDR S&P 500 , Financial Select Sector SPDR® ETF , Biogen Idec Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
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  • Holdings: Southwest Airlines Co , Discover Financial Services , Harris Corporation , Molson Coors Brewing Co , Eastman Chemical Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Sysco Corp , MKS Instruments Inc , Northern Trust Corp , Xylem Inc , Mosaic Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Visa Inc Class A , Constellation Brands Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
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  • Holdings: Korn/Ferry International , Visteon Corp , Dynegy Inc , Strategic Hotels & Resorts Inc , Simmons First National Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Priceline Group Inc , Delta Air Lines Inc , Visa Inc Class A , Twenty-First Century Fox Inc Class B , Halliburton Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.25% , Marathon Clo Iv 144A FRN , iShares iBoxx $ High Yield Corporate Bd , Sapphire Valley 2006-1 FRN , Dryden Xxii Sr Ln Fd 2014-22 FRN ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Market Vectors High-Yield Muni ETF , SPDR Nuveen S&P High Yield Municipal Bd , Apple Inc , US Treasury Note 2.625% , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
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Funds From: prlbx - Putnam Retirement Income Lifestyle 2 B - Retirement Income to eirax - Eaton Vance Rich Bern All Asst Strat I - Conservative Allocation
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