Funds From: ltbbx - Oppenheimer Rochester LtdTerm NY MunisB to f00000np7r - Franklin Strategic Mortgage Adv


  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 2 Stars
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  • Holdings: Pfizer Inc , Exxon Mobil Corporation , Bank of America Corporation , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Givaudan SA , Keyence Corp , Sika AG , Check Point Software Technologies Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Wharf holdings , HCP Inc , American Realty Capital Properties Inc Class A ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: SVB Financial Group , Demandware Inc , Ultimate Software Group Inc , Vail Resorts Inc , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American Campus Communities Inc , Westar Energy Inc , Superior Energy Services Inc , Corporate Office Properties Trust Inc , Owens & Minor Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , BP PLC , Daimler AG , Royal Dutch Shell PLC Class A , AstraZeneca PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Oracle Corporation , Verizon Communications Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Fiserv Inc , Parker Hannifin Corp , Stryker Corporation , Idexx Laboratories , CR Bard Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Nestle SA , Danone , Compass Group PLC , Bayer AG , LVMH Moet Hennessy Louis Vuitton SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Tyson Foods Inc Class A , Royal Gold Inc , Franco-Nevada Corp , MEG Energy Corp , Valero Energy Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Chevron Corp , Verizon Communications Inc , Comcast Corp Class A , Home Depot Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Southwest Gas Corp , Helen of Troy, Ltd. , HSN Inc , Columbia Sportswear Co ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for azsyx investment picks
  • Holdings: Samsung Electronics Co Ltd , Mini Msci Emg Mkt Sep14 Ifus 20140919 , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , iShares MSCI Emerging Markets ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , International Business Machines Corp , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Danaher Corp , EMC Corp , Visa Inc Class A , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: US Treasury Note 0.25% , US Treasury Note 1.5% , Occidental Petroleum Corp , Apple Inc , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dbocx investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Holdings: BRF SA , Cia Bras De Distri Pfd , Lojas Americanas S.A. Pfd Shs , America Movil SAB de CV ADR , Banco do Brasil SA BB Brasil ,
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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Funds From: ltbbx - Oppenheimer Rochester LtdTerm NY MunisB to f00000np7r - Franklin Strategic Mortgage Adv
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