Funds From: fcvsx - Fidelity Convertible Securities to gscgx - Goldman Sachs Capital Growth A


  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Mtr Co Del Cv 4.25% , Mgm Resorts Intl Cv 4.25% , Micron Tech Cv 1.875% , General Motors Co ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Eurazeo Ord , Onex Corp , Blackstone Group LP , KKR & Co LP , HarbourVest Global Priv Equity Ord ,
  • Category: Miscellaneous Sector
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  • Holdings: Johnson & Johnson , Royal Dutch Shell PLC Class A , Microsoft Corp , Roche Holding AG Dividend Right Cert. , Statoil ASA ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank of America Corporation , Apache Corporation , Oracle Corporation , MasterCard Inc Class A , FedEx Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Westinghouse Air Brake Technologies Corp , Church & Dwight Company, Inc. , AptarGroup, Inc. , Compass Minerals International Inc , Clarcor Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Graphic Packaging Holding Co , Old Dominion Freight Lines , EnerSys , Cray Inc , Precision Drilling Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electnc Pfd , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Bank Bradesco ADR , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
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  • Holdings: Genesee & Wyoming Inc Class A , Landstar System Inc , East West Bancorp Inc , Aaron's Inc , Proassurance Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p Mid 400 Emini Sep14 Xcme 20140919 , Murphy Oil Corp , Willis Group Holdings PLC , Cigna Corp , Host Hotels & Resorts Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Energy Transfer Equity LP , Williams Companies Inc , Plains GP Holdings LP Class A , Targa Resources Corp , Enbridge Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for infrx investment picks
  • Holdings: Align Technology Inc , Hexcel Corp , Carbo Ceramics Inc , Proto Labs Inc , Dealertrack Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 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: 4 Stars
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  • Holdings: Bmi22f3h2 Irs Gbp P V 06mlibor 1 Ccpvanilla , Bmi22f3h2 Irs Gbp R F 1.10050 2 Ccpvanilla , Bmi22f3b5 Irs Usd R V 03mlibor 1 Ccpvanilla , Bmi22f3b5 Irs Usd P F .50150 2 Ccpvanilla , Us 10yr Note (Cbt)sep14 Xcbt 20140919 ,
  • Category: Multialternative
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pdbax investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Total SA , Novartis AG , China Mobile Ltd , Hong Kong Exchanges and Clearing Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: USAA International Institutional , USAA Emerging Markets Institutional , USAA Income Stock Institutional , USAA Value Institutional , USAA Small Cap Stock Institutional ,
  • Category: World Stock
Sign-up for us9032882725 investment picks
  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Keurig Green Mountain Inc , Apple Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Next PLC , Fuji Heavy Industries Ltd ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
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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: 4 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Comcast Corp Class A , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for madvx investment picks
  • Holdings: Microsoft Corp , Boeing Co , Home Depot Inc , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for wshcx investment picks
  • Holdings: SBA Communications Corp , IHS Inc Class A , Constellation Brands Inc Class A , Netflix Inc , Affiliated Managers Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for senax investment picks
  • Holdings: Apple Inc , Oracle Corporation , Qualcomm Inc , Schlumberger NV , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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Funds From: fcvsx - Fidelity Convertible Securities to gscgx - Goldman Sachs Capital Growth A
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