Funds From: pmiyx - Putnam MI Tax Exempt Income Y to eqnrx - MFS Equity Income R1


  • Holdings: Microsoft Corp , Apple Inc , Oracle Corporation , Verizon Communications Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA International Institutional , USAA Emerging Markets Institutional , USAA Income Stock Institutional , USAA Value Institutional , USAA Small Cap Stock Institutional ,
  • Category: World Stock
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  • Holdings: Japan(Govt Of) 1.1% , KDDI Corp , Italy(Rep Of) 3.75% , Japan(Govt Of) 2.1% , Johnson & Johnson ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Epoch US All Cap I , MainStay MAP I , MainStay Large Cap Growth I , MainStay ICAP International I , MainStay Common Stock I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Housing Development Finance Corp Ltd , ITC Ltd , ICICI Bank Ltd , HDFC Bank Ltd , Tata Consultancy Services Ltd ,
  • Category: India Equity
  • Morningstar Rating: 1 Stars
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  • Holdings: Armstrong World Industries Inc , DexCom Inc , OpenTable Inc , Tyler Technologies Inc , Panera Bread Co Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional , Touchstone Premium Yield Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Amazon.com Inc , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Shutterfly Inc , WEX Inc , SPS Commerce Inc , Fiesta Restaurant Group Inc , Swift Transportation Co ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Avago Technologies Ltd , Google Inc Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: MainStay Epoch US All Cap I , MainStay ICAP International I , MainStay Common Stock I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , QS Legg Mason Strategic Real Return IS ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Stone Energy Corp , Englewood Cliffs , The Bancorp Inc , Enpro Industries Inc , Eagle Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Oracle Corporation , Schlumberger NV , US Treasury TIP ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Goodrich Petroleum Corp , Cytec Industries Inc , Lazard Ltd , Balchem Corp , Dana Holding Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Pioneer International Value Y , Pioneer Global Equity Y , Pioneer Emerging Markets Y , Pioneer Mid-Cap Value Y , Pioneer Oak Ridge Small Cap Growth Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd Class N , Kia Motors Corp , Cognizant Technology Solutions Corp Class A , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Exxon Mobil Corporation , Pfizer Inc , Facebook Inc Class A ,
  • Category: Large Value
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Funds From: pmiyx - Putnam MI Tax Exempt Income Y to eqnrx - MFS Equity Income R1
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