Funds From: Symbol/Ticker: prisx to Symbol/Ticker: prnax


  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Wells Fargo & Co , Visa Inc Class A , Morgan Stanley ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: T. Rowe Price Short-Term Bond , Capita PLC , WPP PLC , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Priceline Group Inc , Biogen Idec Inc , MasterCard Inc Class A , Tencent Holdings Ltd. ,
  • Category: World Stock
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  • Holdings: Facebook Inc Class A , Priceline Group Inc , Biogen Idec Inc , MasterCard Inc Class A , Tencent Holdings Ltd. ,
  • Category: World Stock
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  • Holdings: Facebook Inc Class A , Priceline Group Inc , Biogen Idec Inc , MasterCard Inc Class A , Tencent Holdings Ltd. ,
  • Category: World Stock
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  • Holdings: Toyota Motor Corp , SOFTBANK Corp , Japan Tobacco Inc , Honda Motor Co Ltd , Nippon Telegraph & Telephone Corp ,
  • Category: Japan Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Priceline Group Inc , Biogen Idec Inc , MasterCard Inc Class A , Tencent Holdings Ltd. ,
  • Category: World Stock
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  • Holdings: Itau Unibanco Holding S.A. , Petroleo Brasileiro SA Petrobras ADR , Wal - Mart de Mexico SAB de CV Class V , Ambev SA ADR , Bank Bradesco Pfd Shs ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 700 Y , US Treasury Note 1% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury TIP 2.125% , US TREASURY TIP , US TREASURY TIP , US TREASURY TIP , US TREASURY TIP ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury TIP 2.125% , US TREASURY TIP , US TREASURY TIP , US TREASURY TIP , US TREASURY TIP ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Boston Properties Inc , Prologis Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO Real Return Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Holdings: Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 700 Y , US Treasury Note 1% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 700 Y , US Treasury Note 1% ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 700 Y , US Treasury Note 1% ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
Sign-up for prmax investment picks
  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Discovery Communications Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS AR Inst , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: United Continental Holdings Inc , Sherwin-Williams Co , Ametek Inc , The Hershey Co , Advance Auto Parts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Tencent Holdings Ltd. , Baidu Inc ADR , OJSC Magnit GDR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for prmsx investment picks
  • Holdings: American Tower Corp , Time Warner Cable Inc , Amazon.com Inc , Priceline Group Inc , Crown Castle International Corp ,
  • Category: Communications
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for prmyx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO High Yield Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for prnax investment picks
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Funds From: Symbol/Ticker: prisx to Symbol/Ticker: prnax
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