Funds From: gdfrx - Goldman Sachs Core Fxd-Inc R - Intermediate-Term Bond to trifx - Catalyst/SMH Total Return Income A LW - Moderate Allocation


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Total Energy Services Ltd , Patriot Transportation Holdings Inc , Kennedy-Wilson Holdings Inc , LB Foster Co Class A , Resources Connection Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
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  • Holdings: Myriad Genetics Inc , Thor Industries Inc , Alleghany Corp , Lincoln Electric Holdings, Inc. , Woodward Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Constellation Energy Partners LLC , Texas Pacific Land Trust , GT Advanced Technologies Inc , BlackRock Enhanced Equity Div Common ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Schlumberger NV , Microchip Technology Inc , Anheuser-Busch Inbev SA ADR , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Altria Group Inc , Philip Morris International Inc , Verizon Communications Inc , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Shire PLC , AXA SA , Aryzta AG , Ashtead Group PLC , Britvic PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Novartis AG ADR , Total SA , British American Tobacco PLC , GlaxoSmithKline PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Wynn Resorts Ltd , Avago Technologies Ltd , Williams-Sonoma Inc , LKQ Corp , AMC Networks Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Time Warner Inc , Intel Corp , United Technologies Corp , AT&T Inc , Johnson & Johnson ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Ametek Inc , Donaldson Co Inc , WNS (Holdings) Ltd ADR , CNO Financial Group Inc , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for CSLYX investment picks
  • Holdings: LogMeIn Inc , Proofpoint Inc , Finisar Corp , Microsemi Corp , Ligand Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Carnival Corp , Reynolds American Inc , CSX Corp , The Hershey Co , VF Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for zmncx investment picks
  • Holdings: Toyota Mtr Cr FRN , Basic Energy Services Inc , Enanta Pharmaceuticals Inc , RigNet Inc , Repligen Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for igwax investment picks
  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Clean Harbors Inc , TRW Automotive Holdings Corp , Iron Mountain Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for pftpx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Vornado Realty Trust , Boston Properties Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
Sign-up for rshcx investment picks
  • Holdings: Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cdeyx investment picks
  • Holdings: SVB Financial Group , Demandware Inc , Ultimate Software Group Inc , Vail Resorts Inc , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for wsgax investment picks
  • Holdings: Apollo Global Management LLC , KKR & Co LP , Natl Money Mart Company 10.375% , Sprint Cap 8.75% , The Adt Corporation 3.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for trifx investment picks
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Funds From: gdfrx - Goldman Sachs Core Fxd-Inc R - Intermediate-Term Bond to trifx - Catalyst/SMH Total Return Income A LW - Moderate Allocation
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