Funds From: eafgx - Eaton Vance Focused Growth Opps A LW to penzx - PIMCO RealPath™ 2025 A Load Waived


  • Holdings: Apple Inc , Google Inc Class C , Citigroup Inc , Signet Jewelers Ltd , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: NICE-Systems Ltd ADR , PrivateBancorp Inc , Resources Connection Inc , Everest Re Group Ltd , Cross Country Healthcare Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: NICE-Systems Ltd ADR , PrivateBancorp Inc , Resources Connection Inc , Everest Re Group Ltd , Cross Country Healthcare Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: NICE-Systems Ltd ADR , PrivateBancorp Inc , Resources Connection Inc , Everest Re Group Ltd , Cross Country Healthcare Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: NICE-Systems Ltd ADR , PrivateBancorp Inc , Resources Connection Inc , Everest Re Group Ltd , Cross Country Healthcare Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , JPMorgan Chase & Co , Public Service Enterprise Group Inc , Microsoft Corp , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Yahoo! Inc , Danaher Corp , Texas Instruments Inc , Jarden Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Bond 3% , iShares MSCI Emerging Markets , US Treasury Note 1.5% , US Treasury Note 2.75% , iShares MSCI EAFE ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nddumhkr Trs Usd P V 01mlibor , Nddumhkr Trs Usd R E , Jpmggbqr Trs Usd R E , Jpmggbqr Trs Usd P V 01mlibor , S+p500 Emini Fut Mar15 Xcme 20150320 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , China Pacific Insurance Group , China Construction Bank Corp H Shares ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for jaqix investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , China Pacific Insurance Group , China Construction Bank Corp H Shares ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for jaqtx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , China Pacific Insurance Group , China Construction Bank Corp H Shares ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
Sign-up for jaqax investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , China Pacific Insurance Group , China Construction Bank Corp H Shares ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
Sign-up for jaqcx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , China Pacific Insurance Group , China Construction Bank Corp H Shares ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: Catamaran Corp , Affiliated Managers Group Inc , Perrigo Co PLC , Treehouse Foods Inc , Waste Connections Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for eimcx investment picks
  • Holdings: SS&C Technologies Holdings Inc , Rexnord Corp , Solera Holdings Inc , Wesco International Inc , Sensient Technologies Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for jvtax investment picks
  • Holdings: Apple Inc , Comcast Corp Class A , Endo International PLC , ARM Holdings PLC , Cadence Design Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for nfrax investment picks
  • Holdings: Gilead Sciences Inc , Biogen Idec Inc , Celgene Corp , Apple Inc , CVS Health Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for dfoax investment picks
  • Holdings: Facebook Inc Class A , Apple Inc , Visa Inc Class A , MasterCard Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for lglax investment picks
  • Holdings: iShares Russell 1000 Growth , Vanguard Growth ETF , Vanguard Value ETF , iShares Russell 1000 Value , iShares MSCI EAFE ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sdeax investment picks
  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for pivax investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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Funds From: eafgx - Eaton Vance Focused Growth Opps A LW to penzx - PIMCO RealPath™ 2025 A Load Waived
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