Funds From: jitcx - JPMorgan Intermediate Tax Free Bond C to scgcx - QS Legg Mason Lifestyle Allocation 70% C


  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Amer Express Credit 2012-4 FRN , Avago Technologies Ltd , Alliance Data Systems Corp , Affiliated Managers Group Inc , SBA Communications Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Sap AG , Citigroup Inc , JPMorgan Chase & Co , Beiersdorf AG , McGraw Hill Financial Inc ,
  • Category: World Stock
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , Nordson Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: PL Large-Cap Value P , PL Main Street Core P , PL Comstock P , PL International Large-Cap P , PL Small-Cap Value P ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Infl-Prot and Inc I , MassMutual Select PIMCO Total Ret I , MassMutual Premier Disciplined Value R5 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , Legg Mason Strategic Real Return IS , Legg Mason Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: HSBC Holdings PLC ADR , Vodafone Group PLC ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , Toyota Motor Corp ADR , BP PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Pitney Bowes Inc , Altria Group Inc , Pfizer Inc , American Electric Power Co Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu Inc ADR , OJSC Magnit , Yandex NV , OAO Novatek GDR , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Discover Financial Services , Travelers Companies Inc , JPMorgan Chase & Co , Moody's Corporation , Invesco Ltd ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Japan(Govt Of) 1.1% , KDDI Corp , Japan(Govt Of) 2.1% , Johnson & Johnson , Italy(Rep Of) 3.75% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Danaher Corp , Johnson & Johnson , Pfizer Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Wells Fargo & Co , Pfizer Inc , Apple Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Legg Mason Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , Western Asset Total Return Uncons IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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Funds From: jitcx - JPMorgan Intermediate Tax Free Bond C to scgcx - QS Legg Mason Lifestyle Allocation 70% C
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