Funds From: tmmdx - American Funds Tax-Exempt MD A to igmsx - VY Oppenheimer Global S


  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Altria Group Inc , Imperial Tobacco Group PLC , BCE Inc , National Grid PLC , Lorillard Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , Daimler AG , Telefonica SA , AstraZeneca PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Verint Systems Inc , Amsurg Corp , Webster Financial Corp , KAR Auction Services Inc , HCC Insurance Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Kohl's Corp , Whirlpool Corp , XL Group PLC , Cigna Corp , Everest Re Group Ltd ,
  • Category: Mid-Cap Value
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  • Holdings: E I du Pont de Nemours & Company , Monsanto Co , LyondellBasell Industries NV , Praxair Inc , Eastman Chemical Co ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future Dec14 , Johnson & Johnson , Exxon Mobil Corporation , Bk Amer Pfd , Wal-Mart Stores Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Floating Rate I , Mainstay US Equity Opportunities I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHFunds2 Active Bond NAV ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: US Treasury Bond 8.875% , Citigroup Inc , Comcast Corp Class A , Bank of America Corporation , GNMA 8% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for notax investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
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  • Holdings: CVS Health Corp , UnitedHealth Group Inc , Microsoft Corp , Anheuser-Busch Inbev SA , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for epapx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Absolute Return Currency NAV , JHancock Short Duration Credit Opps NAV , JHancock Redwood NAV , JHancock Global Absolute Ret Strats NAV , JHancock Global Income NAV ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: AstraZeneca PLC , Novartis AG , Anheuser-Busch Inbev SA , Air Liquide SA , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Toyota Motor Corp , AstraZeneca PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP , Cayman Holdings , US TREASURY TIP , US TREASURY TIP , US Treasury TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for jcrcx investment picks
  • Holdings: Kao Corp , ORANGE , Shire PLC , ENEL Ente Nazionale per L'Energ Elet SPA , Statoil ASA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Microsoft Corp , Google Inc Class A , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Bond & Mtg Securities Inst , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , eBay Inc , Murata Mfg Co Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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Funds From: tmmdx - American Funds Tax-Exempt MD A to igmsx - VY Oppenheimer Global S
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