Premium Funds From: mplcx - BNY Mellon Large Cap Stock M to rafgx - American Funds AMCAP R6


  • Holdings: Exxon Mobil Corporation , Apple Inc , Johnson & Johnson , Pfizer Inc , AT&T Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Vornado Realty Trust , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Westinghouse Air Brake Technologies Corp , Church & Dwight Company, Inc. , AptarGroup, Inc. , Compass Minerals International Inc , Clarcor Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , MasterCard Inc Class A , Cognizant Technology Solutions Corp Class A , Fidelity National Information Services Inc , Endurance International Group Holdings Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Aspen Technology Inc , Vertex Pharmaceuticals Inc , Cree Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Altria Group Inc , Verizon Communications Inc , AT&T Inc , GlaxoSmithKline PLC , Reynolds American Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Carter's Inc , Blackbaud Inc , Sensient Technologies Corp , Sally Beauty Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Gilead Sciences Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series Equity-Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series Growth Company F , Fidelity® Series Growth & Income F ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: SAP SE , Royal Boskalis Westminster NV , Novo Nordisk A/S , Roche Holding AG Dividend Right Cert. , BT Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: S&P Mini Index (Fut) , Vertex Pharmaceuticals Inc , Covidien PLC , Williams Companies Inc , Integrys Energy Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity® Series Growth Company , Fidelity® Series Growth & Income ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: Alliance Data Systems Corp , West Pharmaceutical Services Inc , PTC Inc , Cooper Companies , Cadence Design Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Plains All American Pipeline LP , Energy Transfer Equity LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Novartis AG , Sampo Oyj Class A , Lloyds Banking Group PLC , Bayer AG , Don Quijote Holdings Co.,Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA US Core Equity 1 I , DFA Emerging Markets Core Equity I , DFA Real Estate Securities I ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Intermediate Bond I , Columbia Corporate Income I , Columbia Contrarian Core I , Columbia US Government Mortgage I , Columbia Income Opportunities I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Twenty-First Century Fox Inc Class B , Microsoft Corp , Medtronic Inc , Merck & Co Inc , Symantec Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Cayman Commodity , Aust 10 Yr Bond (Fut) , Canada 10 Yr Bond (Fut) , Euro Bond (Fut) , Long Gilt (Fut) ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Brunswick Corp , Incyte Corp Ltd , Pacira Pharmaceuticals Inc , SS&C Technologies Holdings Inc , Treehouse Foods Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Alexion Pharmaceuticals Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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Premium Funds From: mplcx - BNY Mellon Large Cap Stock M to rafgx - American Funds AMCAP R6
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