Funds From: Symbol/Ticker: plvyx to Symbol/Ticker: pmcpx


  • Holdings: Exxon Mobil Corporation , Pfizer Inc , Citigroup Inc , General Electric Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: EQT Midstream Partners LP , Cantel Medical Corp , H.B. Fuller Company , ARRIS Group Inc , Gentherm Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for plwax investment picks
  • Holdings: EQT Midstream Partners LP , Cantel Medical Corp , H.B. Fuller Company , ARRIS Group Inc , Gentherm Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: EQT Midstream Partners LP , Cantel Medical Corp , H.B. Fuller Company , ARRIS Group Inc , Gentherm Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Amphenol Corp Class A , Priceline Group Inc , Colgate-Palmolive Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for pmabx investment picks
  • Holdings: Apple Inc , Mitsubishi UFJ Financial Group Inc , Ares Capital Corporation , Microsoft Corp , Royal Dutch Shell PLC Class A ,
  • Category: Conservative Allocation
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  • Holdings: Apple Inc , Mitsubishi UFJ Financial Group Inc , Ares Capital Corporation , Microsoft Corp , Royal Dutch Shell PLC Class A ,
  • Category: Conservative Allocation
Sign-up for pmaix investment picks
  • Holdings: Apple Inc , Mitsubishi UFJ Financial Group Inc , Ares Capital Corporation , Microsoft Corp , Royal Dutch Shell PLC Class A ,
  • Category: Conservative Allocation
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Holdings: Pioneer Multi-Asset Real Return Fu , Australia(Cmnwlth) 2.75% , New Zealand(Govt) 3% , Vereinigte Mexikanische 7.75% , PowerShares Buyback Achievers ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Pioneer Multi-Asset Real Return Fu , Australia(Cmnwlth) 2.75% , New Zealand(Govt) 3% , Vereinigte Mexikanische 7.75% , PowerShares Buyback Achievers ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for pmbax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for pmbax investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pmbix investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pmbjx investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pmbmx investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pmbnx investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pmbpx investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pmbsx investment picks
  • Holdings: Affiliated Managers Group Inc , Bank of the Ozarks Inc , OSI Systems Inc , Eagle Bancorp Inc , Trimble Navigation Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for pmcax investment picks
  • Holdings: Affiliated Managers Group Inc , Bank of the Ozarks Inc , OSI Systems Inc , Eagle Bancorp Inc , Trimble Navigation Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for pmcax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for pmccx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , Cardinal Health Inc , St Jude Medical Inc , Helmerich & Payne Inc , Omnicare Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for pmcjx investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pmcpx investment picks
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Funds From: Symbol/Ticker: plvyx to Symbol/Ticker: pmcpx
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