Funds From: vnytx - Vanguard NY Long-Term Tax-Exempt Inv to pffrx - T. Rowe Price Instl Floating Rate F


  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R5 , JPMorgan Intl Opp R6 , JPMorgan International Equity R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for jsmax investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Exxon Mobil Corporation , Merck & Co Inc , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , HSBC Holdings PLC , BP PLC , Novartis AG , Roche Holding AG ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Illumina Inc , Cerner Corp , Stericycle Inc , Brown-Forman Corp Class B , LKQ Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Exelon Corp , Southern Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for flyrx investment picks
  • Holdings: PacWest Bancorp , Kilroy Realty Corp , Advance Auto Parts Inc , Quintiles Transnational Holdings Inc , Extra Space Storage Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lzscx investment picks
  • Holdings: Genesee & Wyoming Inc Class A , East West Bancorp Inc , Landstar System Inc , Proassurance Corp , Raven Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pasvx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , EOG Resources Inc , Halliburton Co , Anadarko Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for fagnx investment picks
  • Holdings: PNC Financial Services Group Inc , JPMorgan Chase & Co , L Brands Inc , Brown-Forman Corp Class B , Applied Materials Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for iybix investment picks
  • Holdings: Apple Inc , Allergan Inc , Biogen Idec Inc , Alaska Air Group Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , Samsung Electronics Co Ltd , Novo Nordisk A/S , International Container Terminal Services Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for nwffx investment picks
  • Holdings: MFS® Research International R5 , MFS® International Value R5 , MFS® International Growth R5 , MFS® International New Discovery R5 , MFS® Emerging Markets Equity R5 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mdijx investment picks
  • Holdings: Total SA , Shire PLC , Teva Pharmaceutical Industries Ltd ADR , Nestle SA , SABMiller PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for dibrx investment picks
  • Holdings: Sanofi , Roche Holding AG , GlaxoSmithKline PLC , BNP Paribas , Michelin ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iftix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for begbx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
Sign-up for plsdx investment picks
  • Holdings: Ultra Petroleum Corp , Orion Marine Group Inc , International Rectifier , Newalta Corp , Zimmer Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for drtax investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for rrtcx investment picks
  • Holdings: Miller Convertible Bond Fund , Emergent Biosolutions 144A Cv 2.875% , Ticc Cap Cv 7.5% , Natl Health Invs Cv 3.25% , Colony Finl Cv 3.875% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for mcifx investment picks
  • Holdings: Public Service Enterprise Group Inc , Alexandria Real Estate Equities Inc , Delta Air Lines Inc , KeyCorp , SunTrust Banks Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dgaix investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for abtfx investment picks
  • Holdings: USS Co., Ltd. , Interpump Group , Pricesmart Inc , Azimut Holding SPA , UNITE Group PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for fstsx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for pffrx investment picks
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Funds From: vnytx - Vanguard NY Long-Term Tax-Exempt Inv to pffrx - T. Rowe Price Instl Floating Rate F
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