Funds From: phybx - Putnam High Yield Advantage B to fstix - Federated Short-Term Income Instl


  • Category: High Yield Bond
  • Morningstar Rating: 3 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: World Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Standard Chartered PLC , National Bank of Canada , Canadian Imperial Bank of Commerce , Home Capital Group Inc , Discovery Ltd ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Iconix Brand Group Inc , WellCare Health Plans Inc , Investors Bancorp Inc , Rovi Corp , iShares Russell 2000 Value ,
  • Category: Small Blend
  • Morningstar Rating: 2 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 Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 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: Valeant Pharmaceuticals International Inc , Liberty Media Corporation Class A , Berkshire Hathaway Inc Class B , iShares Russell 2000 , Directv ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: SSgA Government Money Market Fund , Royal Dutch Shell PLC ADR Class A , Royal Dutch Shell PLC ADR Class B , Heico Corp , Hubbell Inc Class A ,
  • Category: Market Neutral
Sign-up for acvkx investment picks
  • Holdings: Apple Inc , United Tech , Johnson & Johnson , Salix Pharmaceuticals Cv 1.5% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson & Johnson , Google Inc Class A , Harley-Davidson Inc , First Republic Bank , WellPoint Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Korea Electric Power Corp , Tencent Holdings Ltd. , Tupras-Turkiye Petrol Rafineleri A.S. , Komercni Banka AS , OTP Bank PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Franklin Rising Dividends R6 , Franklin DynaTech R6 , Franklin Intl Small Cap Growth R6 , Franklin Mutual European R6 , iShares Core S&P 500 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , iShares TIPS Bond , International Tilts Master , BlackRock Small Cap Index A ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 2 Stars
Sign-up for idsmx investment picks
  • Holdings: Total SA , Shire PLC , Teva Pharmaceutical Industries Ltd ADR , Nestle SA , SABMiller PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Bond 6% , US Treasury Bond 5.25% , Simon Property Group Inc , US Treasury Bond 3% , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Cimarex Energy Co , Helmerich & Payne Inc , Consol Energy Inc , Superior Energy Services Inc , Painted Pony Petroleum Ltd ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
Sign-up for sglsx investment picks
  • Holdings: Casey's General Stores Inc , Granite Construction Inc. , Jack In The Box Inc , MDC Partners Inc Class A , Harsco Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for rlacx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Boston Properties Inc , Ventas Inc , Essex Property Trust Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for fheax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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Funds From: phybx - Putnam High Yield Advantage B to fstix - Federated Short-Term Income Instl
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