Funds From: pptyx - Putnam PA Tax Exempt Income Y to MFDSX - AMG GW&K Enhanced Core Bond Service


  • Holdings: Directv , Verizon Communications Inc , DISH Network Corp , United States Cellular Corp , Telefonica SA ADR ,
  • Category: Communications
  • Morningstar Rating: 2 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: LKQ Corp , Fleetcor Technologies, Inc. , The Middleby Corp , CoStar Group Inc , Goodyear Tire & Rubber Co ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Fibra Uno Administracion SA de CV Series 11 , China Mobile Ltd , Hyundai Mobis Co Ltd , Bank Rakyat Indonesia (Persero) Tbk Class B ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Intermediate-Term Corp Bd ETF , Vanguard Total Bond Market ETF , JHFunds2 Strategic Equity Allc NAV , SPDR® Barclays High Yield Bond ETF , PowerShares Senior Loan ETF ,
  • Category: Conservative Allocation
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  • Holdings: Simon Property Group Inc , Prologis Inc , Health Care REIT, Inc. , Equity Residential , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , Exxon Mobil Corporation , Pfizer Inc , General Electric Co , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: SunAmerica Select Dividend Growth A , SunAmerica Strategic Value A , SunAmerica Focused Alpha Large-Cap A , SunAmerica Focused Alpha Growth A , SunAmerica Focused Dividend Strategy A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Oracle Corporation , Microsoft Corp , MetLife Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Starbucks Corp , Amazon.com Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Skyworks Solutions Inc , Triquint Semiconductor , Microsemi Corp , Foot Locker Inc , Regal Entertainment Group ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Tencent Holdings Ltd. , Samsung Electronics Co Ltd , SIIC Environment Holdings Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR Barclays High Yield Bond , Vanguard Growth ETF , SPDR BarCap ST High Yield Bond ETF , iShares iBoxx $ High Yield Corporate Bd , Vanguard Total Bond Market ETF ,
  • Category: Conservative Allocation
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  • Holdings: Apple Inc , Oracle Corporation , Qualcomm Inc , Schlumberger NV , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , American International Group Inc , Merck & Co Inc , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Cobalt Intl Engy Cv 2.625% , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares National AMT-Free Muni Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Tracking ETF , PowerShares DB Gold ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Tactical Allocation
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  • Holdings: Apple Inc , Qualcomm Inc , Google Inc Class A , Google Inc Class C , Equinix Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: pptyx - Putnam PA Tax Exempt Income Y to MFDSX - AMG GW&K Enhanced Core Bond Service
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