Funds From: PAAEX - Putnam Dynamic Asset Allocation Bal R6 to ineax - Columbia High Yield Bond A Load Waived


  • 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: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , Amer Fds Inflation Linked Bd ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
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  • Holdings: Southwest Airlines Co , Intuit Inc , O'Reilly Automotive Inc , Skyworks Solutions Inc , Kroger Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Perrigo Co PLC , Fresenius Medical Care AG & Co. KGaA , Check Point Software Technologies Ltd , Wirecard AG , Grifols SA Class A ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: BCE Inc , ACE Ltd , Bank of Montreal , DBS Group Holdings Ltd , Oversea-Chinese Banking Corp Ltd ,
  • Category: Foreign Large Blend
Sign-up for CTIAX investment picks
  • Holdings: Vanguard 500 Index Admiral , Vanguard FTSE All-Wld ex-US Idx Admiral , PowerShares FTSE RAFI US 1000 ETF , PowerShares FTSE RAFI Dev Mkts ex-US ETF , iShares iBoxx $ Invst Grade Crp Bond ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Dreyfus/Newton International Equity Y , Dreyfus International Stock Y , Dreyfus International Eq I , Dreyfus International Value I , Dreyfus Emerging Markets Y ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHancock Strategic Income Opps NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Novo Nordisk A/S Class B , Novartis AG , AIA Group Ltd , KONE Oyj Class B , Compass Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for disax investment picks
  • Holdings: US Treasury Bond 3.125% , iShares Core MSCI EAFE , iShares MSCI EAFE , iShares Core S&P 500 , iShares Core MSCI Emerging Markets ,
  • Category: Conservative Allocation
Sign-up for UCMCX investment picks
  • Holdings: The Middleby Corp , Acuity Brands Inc , Acadia Healthcare Co Inc , Trex Co Inc , Watsco Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for vasmx investment picks
  • Holdings: Apple Inc , US Treasury TIP , CVS Health Corp , Exxon Mobil Corporation , UnitedHealth Group Inc ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
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  • Holdings: Financial Select Sector SPDR® ETF , Consumer Staples Select Sector SPDR® ETF , Utilities Select Sector SPDR® ETF , Consumer Discret Sel Sect SPDR® ETF , Energy Select Sector SPDR® ETF ,
  • Category: Large Blend
Sign-up for EMNCX investment picks
  • Holdings: Nuveen Tactical Market Opportunities I , Nuveen Dividend Value R6 , Nuveen High Yield Municipal Bond I , Nuveen International Growth I , Nuveen Tradewinds International Value I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Long/Short Equity
Sign-up for GAIYX investment picks
  • Holdings: Baidu Inc ADR , Housing Development Finance Corp Ltd , Infosys Ltd , ICICI Bank Ltd ADR , Magnit PJSC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for mpsmx investment picks
  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for PAUAX investment picks
  • Holdings: Metropolitan Bank & Trust Company , Tencent Holdings Ltd. , SK Telecom Co Ltd , Alibaba Group Holding Ltd ADR , Reliance Industries Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for dtmcx investment picks
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Funds From: PAAEX - Putnam Dynamic Asset Allocation Bal R6 to ineax - Columbia High Yield Bond A Load Waived
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