Funds From: pcnbx - Putnam Convertible Securities B to pnydx - PIMCO NY Municipal D


  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Novellus Sys Cv 2.625% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Epoch US All Cap I , MainStay S&P 500 Index I , MainStay MAP I , MainStay ICAP International I , MainStay Large Cap Growth I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Google Inc Class A , US Treasury TIP 2.5% , Apple Inc , US Treasury Note 1.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: EOG Resources Inc , Cameron International Corp , Lennar Corp , Toll Brothers Inc , B/E Aerospace Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , Voya International Index I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Holdings: SAP SE , BT Group PLC , Aalberts Industries NV , Roche Holding AG , Novo Nordisk A/S ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Ameriprise Financial Inc , Sirius XM Holdings Inc , Genworth Financial Inc , Liberty Interactive Corp Class A , TripAdvisor Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu Inc ADR , Yandex NV , Magnit Common Stock Rub.01 , OAO Novatek GDR , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Kinder Morgan Management LLC , ONEOK Inc , Williams Companies Inc , Enbridge Energy Management LLC , Teekay Offshore Partners LP ,
  • Category: Energy Limited Partnership
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  • Holdings: iShares Russell 2000 Growth , Spirit Airlines Inc , Proofpoint Inc , Ubs Relationship Fds , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA , US Treasury Note 0.25% , FNMA , US Treasury Note 4.75% , US Treasury Note 2.75% ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
Sign-up for sptbx investment picks
  • Holdings: Osim International Ltd , Hotel Shilla Co Ltd , Ticon Industrial Connection PLC , Aeon Co Malaysia Bhd , Jyothy Laboratories Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
Sign-up for evasx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Oppenheimer Developing Markets A , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: IHS Inc Class A , Fiserv Inc , CarMax Inc , Pall Corporation , Textron Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for mefax investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , iShares MSCI EAFE , Italy(Rep Of) 2.43036% , Ubs Relationship Fds ,
  • Category: Conservative Allocation
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  • Holdings: Apple Inc , Gilead Sciences Inc , Amazon.com Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for elcrx investment picks
  • Holdings: Amazon.com Inc , Baidu Inc ADR , LinkedIn Corp Class A , Red Hat Inc , Western Digital Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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Funds From: pcnbx - Putnam Convertible Securities B to pnydx - PIMCO NY Municipal D
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