Funds From: Symbol/Ticker: eanax to Symbol/Ticker: eaxfx


  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Constant Contact Inc , Swift Transportation Co , Diana Shipping, Inc. , Atwood Oceanics Inc , SciQuest Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Constant Contact Inc , Swift Transportation Co , Diana Shipping, Inc. , Atwood Oceanics Inc , SciQuest Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iPath DJ-UBS Commodity Index TR ETN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: Market Vectors High-Yield Muni ETF , SPDR Nuveen S&P High Yield Municipal Bd , Apple Inc , US Treasury Note 2.625% , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
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  • Holdings: Market Vectors High-Yield Muni ETF , SPDR Nuveen S&P High Yield Municipal Bd , Apple Inc , US Treasury Note 2.625% , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , AvalonBay Communities Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , AvalonBay Communities Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Gabelli Entpr Mergers & Acquisitions Y , Mid Ocean , Blue Hill Clo Ltd 2013 FRN , iShares 1-3 Year Treasury Bond , Carlyle High Yield X 2007-10 FRN ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Gabelli Entpr Mergers & Acquisitions Y , Mid Ocean , Blue Hill Clo Ltd 2013 FRN , iShares 1-3 Year Treasury Bond , Carlyle High Yield X 2007-10 FRN ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Gabelli Entpr Mergers & Acquisitions Y , Mid Ocean , Blue Hill Clo Ltd 2013 FRN , iShares 1-3 Year Treasury Bond , Carlyle High Yield X 2007-10 FRN ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Gabelli Entpr Mergers & Acquisitions Y , Mid Ocean , Blue Hill Clo Ltd 2013 FRN , iShares 1-3 Year Treasury Bond , Carlyle High Yield X 2007-10 FRN ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 2.125% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 2.125% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , American Express Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Gilead Sciences Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for eatvx investment picks
  • Holdings: Merck & Co Inc , American Express Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Gilead Sciences Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Philip Morris International Inc , Johnson & Johnson , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for eavlx investment picks
  • Holdings: JPMorgan Chase & Co , Philip Morris International Inc , Johnson & Johnson , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: The Bancorp Inc , Stone Energy Corp , ConnectOne Bancorp Inc , Enpro Industries Inc , Eagle Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for eavsx investment picks
  • Holdings: The Bancorp Inc , Stone Energy Corp , ConnectOne Bancorp Inc , Enpro Industries Inc , Eagle Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Strategic Fixed Income VI , GMO Alpha Only IV ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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Funds From: Symbol/Ticker: eanax to Symbol/Ticker: eaxfx
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