Funds From: ltebx - American Funds Ltd-Term Tx-Ex Bd A to ltbyx - Oppenheimer Rochester LtdTerm NY MunisY


  • Holdings: Simon Property Group Inc , Boston Properties Inc , SL Green Realty Corp , Public Storage , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Google Inc Class C , Schlumberger NV , Lowe's Companies Inc , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Molson Coors Brewing Co , Cigna Corp , Church & Dwight Company, Inc. , Symantec Corp , Republic Services Inc Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Target Corp , Cisco Systems Inc , General Motors Co , Qualcomm Inc ,
  • Category: World Allocation
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  • Holdings: Royal Bank Of Canada , Statoil ASA ADR , BG Group PLC , 3M Co , Woodside Petroleum Ltd ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Becton Dickinson & Co , Google Inc Class A , US Treasury Note 0.25% , Apple Inc , Morgan Stanley ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Floating Rate Income R6 , JPMorgan Realty Income R5 , iShares Global Infrastructure , JPMorgan Commodities Strategy R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Hyundai Mobis Co Ltd , Kunlun Energy Co Ltd , Largan Precision Co Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 1 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 500 Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Bristol-Myers Squibb Company , Forest Laboratories Inc , McKesson Corp , Covidien PLC ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC , Japan Tobacco Inc , Capita PLC , Roche Holding AG , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Boston Properties Inc , Essex Property Trust Inc , Prologis Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Can 10yr Bond Fut Jun14 Xmod 20140619 , Long Gilt Future Jun14 Xlif 20140626 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro-Bund Future Jun14 Xeur 20140606 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Imperial Tobacco Group PLC , Coca-Cola Co , Sanofi , McDonald's Corp , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Dividend Apprec Idx ETF , iShares TIPS Bond , iShares Floating Rate Bond , PIMCO Enhanced Short Maturity ETF , PowerShares Intl Dividend Achievers ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clerx investment picks
  • Holdings: iShares Russell 1000 Value , SPDR Barclays 1-3 Month T-Bill , Vanguard Pacific Stock Index ETF , Vanguard European Stock Index ETF , iShares Russell 1000 Growth ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: ING US Stock Index Port I , ING International Index Port I , ING Russell Mid Cap Index Port I , ING Emerging Markets Index I , ING Russell Small Cap Index Port I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Microsoft Corp , Apple Inc , Johnson & Johnson , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
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Funds From: ltebx - American Funds Ltd-Term Tx-Ex Bd A to ltbyx - Oppenheimer Rochester LtdTerm NY MunisY
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