Funds From: cflgx - ClearBridge Tactical Dividend Incom A LW to ptnjx - Putnam NJ Tax Exempt Income A LW


  • Holdings: United Tech , Energy Transfer Equity LP , Regal Entertainment Group , TAL International Group Inc , Ares Capital Corporation ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , Total SA , AstraZeneca PLC , Prudential PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Morgan Stanley , DR Horton Inc , Lennar Corp , Walt Disney Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank Bradesco ADR , Kasikornbank Public Co Ltd Shs Foreign Registered , Industrial And Commercial Bank Of China Ltd H Shares , PT Bank Mandiri Persero Tbk , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Waste Connections Inc , Western Refining Inc , Now Inc , Noble Energy Inc , Actavis PLC ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: Bank of the Ozarks Inc , California Republic Bancorp , PacWest Bancorp , Signature Bank , ConnectOne Bancorp Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Visa Inc Class A , Union Pacific Corp , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class C , Google Inc Class A , Yahoo! Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future Mar15 , 5 Year US Treasury Note Future Mar15 , Apple Inc , S&P 500 Index Future Dec14 , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy III , Guggenheim Strategy Ii , Guggenheim Strategy I , Msswap2 , Msswap3 ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for secex investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Citigroup Inc , U.S. Bancorp , JPMorgan Chase & Co ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Receptos Inc , Puma Biotechnology Inc , Meritor Inc , Hawaiian Holdings Inc , Manhattan Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oicax investment picks
  • Holdings: Sensient Technologies Corp , La-Z-Boy Inc , Steris Corp , Thor Industries Inc , Group 1 Automotive Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for frvlx investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Novartis AG ADR , State Street Corp , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Best Buy Co Inc , Royal Caribbean Cruises Ltd , Hartford Financial Services Group Inc , Sempra Energy , Host Hotels & Resorts Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fasex investment picks
  • Holdings: Wells Fargo & Co , American International Group Inc , Citigroup Inc , JPMorgan Chase & Co , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Casey's General Stores Inc , Multi-Color Corp , Parexel International Corp , Littelfuse Inc , RBC Bearings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mboax investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , Hewlett-Packard Co , BP PLC ADR , Cigna Corp , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for pzfvx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Citigroup Inc , FirstEnergy Corp , United Continental Holdings Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pbeax investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
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Funds From: cflgx - ClearBridge Tactical Dividend Incom A LW to ptnjx - Putnam NJ Tax Exempt Income A LW
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