Funds From: Symbol/Ticker: aatfx to Symbol/Ticker: abbvx


  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Repligen Corp , Albany Molecular Research Inc , Anika Therapeutics Inc , Nautilus Inc , Federated National Holding Co ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Merck & Co Inc , Citigroup Inc , MetLife Inc , Cisco Systems Inc , Total SA ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Merck & Co Inc , Citigroup Inc , MetLife Inc , Cisco Systems Inc , Total SA ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , Oracle Corporation , Mattel Inc , Parker Hannifin Corp , Emerson Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Alerian MLP ETN , Vanguard REIT Index ETF , Nuveen High Yield Municipal Bond I , iShares iBoxx $ High Yield Corporate Bd , PowerShares Buyback Achievers™ ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Alerian MLP ETN , Vanguard REIT Index ETF , Nuveen High Yield Municipal Bond I , iShares iBoxx $ High Yield Corporate Bd , PowerShares Buyback Achievers™ ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Alerian MLP ETN , Vanguard REIT Index ETF , Nuveen High Yield Municipal Bond I , iShares iBoxx $ High Yield Corporate Bd , PowerShares Buyback Achievers™ ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward International Dividend Instl , Forward EM Corporate Debt Institutional , Forward Select EM Dividend Institutional , Forward Commodity L/S Strategy Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: GNMA CMO 3.2% , GNMA CMO 2.17% , FHLMC 3.5% , US Treasury Note 1.5% , GNMA CMO 1.45% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: SK Telecom Co Ltd , Ivory Coast Republic 2.5% , Komercni Banka AS , Industrial And Commercial Bank Of China Ltd H Shares , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for abaex investment picks
  • Holdings: SK Telecom Co Ltd , Ivory Coast Republic 2.5% , Komercni Banka AS , Industrial And Commercial Bank Of China Ltd H Shares , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward International Dividend Instl , Forward EM Corporate Debt Institutional , Forward Select EM Dividend Institutional , Forward Commodity L/S Strategy Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Kroger Co , Hewlett-Packard Co , GlaxoSmithKline PLC , Oracle Corporation , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Kroger Co , Hewlett-Packard Co , GlaxoSmithKline PLC , Oracle Corporation , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO Income Instl , AllianzGI Best Styles Global Equity R6 , PIMCO Senior Floating Rate Instl , AllianzGI Short Duration High Inc Instl , PIMCO 1-5 Year US TIPS Index ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Holdings: Shire PLC , Total SA , Royal Dutch Shell PLC Class A , WPP PLC , Roche Holding AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Genworth Financial Inc , Aspen Insurance Holdings Ltd , Lear Corp , Gannett Co Inc , Office Depot Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Genworth Financial Inc , Aspen Insurance Holdings Ltd , Lear Corp , Gannett Co Inc , Office Depot Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia US Treasury Index I , Columbia Emerging Markets Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for abbdx investment picks
  • Holdings: Kroger Co , Hewlett-Packard Co , GlaxoSmithKline PLC , Oracle Corporation , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Genworth Financial Inc , Aspen Insurance Holdings Ltd , Lear Corp , Gannett Co Inc , Office Depot Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for abbsx investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Photronics Inc , Federated National Holding Co , The Bancorp Inc , Enpro Industries Inc ,
  • Category: Small Value
Sign-up for abbvx investment picks
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Funds From: Symbol/Ticker: aatfx to Symbol/Ticker: abbvx
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