Funds From: Symbol/Ticker: FDMLX to Symbol/Ticker: fdvax


  • Holdings: WellPoint Inc , Hewlett-Packard Co , Western Union Co , UnitedHealth Group Inc , Best Buy Co Inc ,
  • Category: World Stock
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  • Category: Muni Massachusetts
  • Morningstar Rating: 5 Stars
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  • Holdings: Cisco Systems Inc , Qualcomm Inc , Nokia Oyj ADR , LM Ericsson Telephone Company ADR Class B , Juniper Networks Inc ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
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  • Holdings: Actavis PLC , Gilead Sciences Inc , Biogen Idec Inc , Facebook Inc Class A , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Currency
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  • Category: Currency
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  • Holdings: Intel Corp , Merck & Co Inc , Lockheed Martin Corp , Eli Lilly and Co , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Intel Corp , Merck & Co Inc , Lockheed Martin Corp , Eli Lilly and Co , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Intel Corp , Merck & Co Inc , Lockheed Martin Corp , Eli Lilly and Co , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: PacWest Bancorp , Targa Resources Corp , Newfield Exploration Co , Associated Banc-Corp , Banner Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Frost Total Return Bond Inst , SPDR® S&P 500 ETF , Vanguard Total Bond Market Index Adm , Metropolitan West Total Return Bond I , Hartford World Bond I ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Frost Total Return Bond Inst , SPDR® S&P 500 ETF , Vanguard Total Bond Market Index Adm , Metropolitan West Total Return Bond I , Hartford World Bond I ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Coca-Cola Co , British American Tobacco PLC ADR , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Coca-Cola Co , British American Tobacco PLC ADR , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , Merck & Co Inc , Lockheed Martin Corp , Eli Lilly and Co , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Keurig Green Mountain Inc , Apple Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: International Business Machines Corp , Google Inc , Verizon Communications Inc , Apple Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: International Business Machines Corp , Google Inc , Verizon Communications Inc , Apple Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: International Business Machines Corp , Google Inc , Verizon Communications Inc , Apple Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: International Business Machines Corp , Google Inc , Verizon Communications Inc , Apple Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Coca-Cola Co , British American Tobacco PLC ADR , Procter & Gamble Co , CVS Health Corp , Kroger Co ,
  • Category: Consumer Defensive
  • Morningstar Rating: 2 Stars
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  • Holdings: International Business Machines Corp , Google Inc , Verizon Communications Inc , Apple Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: International Business Machines Corp , Google Inc , Verizon Communications Inc , Apple Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: International Business Machines Corp , Google Inc , Verizon Communications Inc , Apple Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares 3-7 Year Treasury Bond , iShares MSCI EAFE , SPDR® Barclays International Trs Bd ETF , Fidelity® International Capital Apprec , Fidelity® Europe ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: NOVO-NORDISK A S , Orix Corp , Bayer AG , Anheuser-Busch Inbev SA , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: Symbol/Ticker: FDMLX to Symbol/Ticker: fdvax
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