Funds From: ptrlx - Putnam Absolute Return 300 R5 to nugcx - Nuveen Santa Barbara Global Div Gr C


  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Mltrfcf4 R Usl3m P 10/14/15 Ba , Ru10intr P Usl3m R 10/14/15 Ba , Utilities Select Sector SPDR® ETF , FNMA , FNMA 4.5% TBA ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Holdings: Mltrfcf4 R Usl3m P 10/14/15 Ba , Ru10intr P Usl3m R 10/14/15 Ba , Utilities Select Sector SPDR® ETF , FNMA , FNMA 4.5% TBA ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Holdings: FNMA 4% TBA , Deutsche Bk Ag London Mtn 144a 144A FRN , Vwo Us R Usl3m P 07/14/15 Jp , Vwo Us R Usl3m P 07/01/15 Cs , Mltrfcf4 R Usl3m P 10/14/15 Ba ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p Mid 400 Emini Mar15 Xcme 20150320 , Skyworks Solutions Inc , Equinix Inc , Advance Auto Parts Inc , SL Green Realty Corp ,
  • Category: Mid-Cap Blend
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  • Holdings: Russell 2000 Mini Mar15 Imeq 20150320 , Isis Pharmaceuticals , RF Micro Devices Inc , Brunswick Corp , Triquint Semiconductor ,
  • Category: Small Blend
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  • Holdings: Russell 2000 Mini Mar15 Imeq 20150320 , Isis Pharmaceuticals , RF Micro Devices Inc , Brunswick Corp , Triquint Semiconductor ,
  • Category: Small Blend
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  • Holdings: Nestle SA , Mini Msci Eafe Mar15 Ifus 20150320 , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
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  • Holdings: FNMA 4% TBA , Govt Natl Mtg Asso 3.5% , FNMA , Apple Inc , Fed Natl Mort Assc 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA 4% TBA , Govt Natl Mtg Asso 3.5% , FNMA , Apple Inc , Fed Natl Mort Assc 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA 4% TBA , Govt Natl Mtg Asso 3.5% , FNMA , Fed Natl Mort Assc 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA 4% TBA , Govt Natl Mtg Asso 3.5% , FNMA , Fed Natl Mort Assc 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Strayer Education Inc , Brocade Communications Systems Inc , OFG Bancorp , JetBlue Airways Corp , FactSet Research Systems, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Strayer Education Inc , Brocade Communications Systems Inc , OFG Bancorp , JetBlue Airways Corp , FactSet Research Systems, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Hartford Financial Services Group Inc , Japan Tobacco Inc , Toshiba Corp , American International Group Inc , Micron Technology Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for pglex investment picks
  • Holdings: Hartford Financial Services Group Inc , Japan Tobacco Inc , Toshiba Corp , American International Group Inc , Micron Technology Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Citigroup Inc , Exxon Mobil Corporation , CVS Health Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Micron Technology Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Micron Technology Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Toyota Motor Corp , AstraZeneca PLC , Total SA , Sanofi , Deutsche Post AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , Tencent Holdings Ltd , SOFTBANK Corp , Industria De Diseno Textil SA , Fiat Chrysler Automobiles NV ,
  • Category: Foreign Large Growth
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  • Category: Emerging Markets Bond
Sign-up for emfyx investment picks
  • Holdings: Baidu Inc ADR , Tencent Holdings Ltd , SOFTBANK Corp , Industria De Diseno Textil SA , Fiat Chrysler Automobiles NV ,
  • Category: Foreign Large Growth
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for ecdcx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: BOC Hong Kong Holdings Ltd , Swiss Re AG , Union Pacific Corp , AbbVie Inc , Pfizer Inc ,
  • Category: World Stock
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Funds From: ptrlx - Putnam Absolute Return 300 R5 to nugcx - Nuveen Santa Barbara Global Div Gr C
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