Funds From: nefzx - Loomis Sayles Strategic Income A LW - Multisector Bond to jciax - JPMorgan International Currency Inc A LW - Currency


  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Aspen Technology Inc , Manhattan Associates Inc , Tower International Inc , KapStone Paper And Packaging Corp , Thoratec Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: GOLD BULLION , Galaxy Entertainment Group Ltd , Sands China Ltd , Wynn Resorts Ltd , AIA Group Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Holdings: Union Pacific Corp , Visa Inc Class A , Apple Inc , Monsanto Co , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , Exxon Mobil Corporation , Chevron Corp , Merck & Co Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P Dividend ETF , iShares US Preferred Stock , ConocoPhillips , General Electric Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Walt Disney Co , Comcast Corp Class A , Home Depot Inc , Starbucks Corp , Target Corp ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S&P 500 Index Future June14 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Telenor ASA , Siemens AG , L'Oreal SA , Essilor International SA , Royal Philips NV ,
  • Category: Europe Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , United Overseas Bank Ltd , Housing Development Finance Corp Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Google Inc Class A , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Growth
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  • Holdings: United Technologies Corp , Union Pacific Corp , General Electric Co , W W Grainger Inc , Tyco International Ltd ,
  • Category: Industrials
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd , Housing Development Finance Corp Ltd , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for gsdtx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Westar Energy Inc , SCANA Corp , UIL Holdings Corp , Xcel Energy Inc , CMS Energy Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Lg Cap Val Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: MainStay Epoch US All Cap I , MainStay ICAP International I , MainStay Common Stock I , iShares Russell 2000 , MainStay Large Cap Growth I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for msrlx investment picks
  • Holdings: Bristol-Myers Squibb Company , Lockheed Martin Corp , Raytheon Co , Seagate Technology PLC , Lorillard Inc ,
  • Category: World Stock
Sign-up for jdgtx investment picks
  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Wells Fargo & Co , Royal Dutch Shell PLC ADR Class A , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pgrwx investment picks
  • Holdings: Schlumberger NV , Charles Schwab Corp , Qualcomm Inc , Express Scripts , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for BAFGX investment picks
  • Holdings: Actavis PLC , Apple Inc , International Business Machines Corp , McGraw Hill Financial Inc , Alliance Data Systems Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jdrax investment picks
  • Holdings: Exxon Mobil Corporation , Royal Dutch Shell PLC Class A , Schlumberger NV , Suncor Energy Inc , Marathon Oil Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Holdings: Brazil(Fed Rep Of) 10% , Bk Ned Gemeenten 1.85% , Mexico(Utd Mex St) 8% , EURO INV BANK , EUROPEAN UNION 3.625% ,
  • Category: Currency
Sign-up for jciax investment picks
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Funds From: nefzx - Loomis Sayles Strategic Income A LW - Multisector Bond to jciax - JPMorgan International Currency Inc A LW - Currency
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