Funds From: almax - Alger SMid Cap Growth A Load Waived to lisax - Lord Abbett Intermediate Tax Free A LW


  • Holdings: Insulet Corp , Whiting Petroleum Corp , Align Technology Inc , Packaging Corp of America , Signature Bank ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Pfizer Inc , Home Depot Inc , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , American Tower Corp , Equinix Inc , Amazon.com Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Liberty Global PLC Class C , Gilead Sciences Inc , ASML Holding NV , Safran SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Host Hotels & Resorts Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: ZELTIQ Aesthetics Inc , Cavium Inc , US Silica Holdings Inc , Puma Biotechnology Inc , Diamondback Energy Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Hanesbrands Inc , HCA Holdings Inc , United Rentals Inc , Mead Johnson Nutrition Co , Centene Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Merck & Co Inc , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Donaldson Co Inc , Nordson Corp , Acuity Brands Inc , Ametek Inc , Moog Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Flextronics International Ltd , Timken Co , Fairchild Semiconductor International Inc , PolyOne Corp , Myriad Genetics Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Short Term Bond I , Columbia Intermediate Bond I , Columbia Income Opportunities I , Columbia US Government Mortgage I , Columbia Dividend Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Intrepid International Inst , JPMorgan High Yield R6 , JPMorgan Realty Income Instl , JPMorgan Emerging Markets Debt R6 , JPMorgan Mid Cap Equity R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: CoStar Group Inc , The Middleby Corp , Restoration Hardware Holdings Inc , Shutterstock Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: HCA Holdings Inc , NCR Corp , CommScope Holding Co Inc , Avago Technologies Ltd , Signet Jewelers Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Assured Guaranty Ltd , LifePoint Hospitals Inc , Zions Bancorp , SVB Financial Group , Lazard Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4% , FNMA 3% , FNMA 4.5% , Fannie Mae Single Family TBA 2.5% 2029-09-01 , Videotron Ltee 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Novartis AG , Unilever PLC , Royal Bank of Scotland Group (The) PLC , Sumitomo Mitsui Financial Group Inc , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for rldax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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Funds From: almax - Alger SMid Cap Growth A Load Waived to lisax - Lord Abbett Intermediate Tax Free A LW
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