Freedom Portfolio 40 Tax Aware

Franklin Templeton Funds

Ticker

Franklin Alabama Tax-Free Income Fund A

FRALX

Franklin Arizona Tax-Free Income Fund A

FTAZX

Franklin California Tax-Free Income Fund A

FKTFX

Franklin Colorado Tax-Free Income Fund A

FRCOX

Franklin Connecticut Tax-Free Income Fund A

FXCTX

Franklin Florida Tax-Free Income Fund A

FRFLX

Franklin Georgia Tax-Free Income Fund A

FTGAX

Franklin Kentucky Tax-Free Income Fund A

FRKYX

Franklin Louisiana Tax-Free Income Fund A

FKLAX

Franklin Maryland Tax-Free Income Fund A

FMDTX

Franklin Massachusetts Tax-Free Income Fund A

FMISX

Franklin Michigan Tax-Free Income Fund A

FTTMX

Franklin Minnesota Tax-Free Income Fund A

FMINX

Franklin Missouri Tax-Free Income Fund A

FRMOX

Franklin New Jersey Tax-Free Income Fund A

FRNJX

Franklin New York Tax-Free Income Fund A

FNYTX

Franklin North Carolina Tax-Free Income Fund A

FXNCX

Franklin Ohio Tax-Free Income Fund A

FTOIX

Franklin Oregon Tax-Free Income Fund A

FRORX

Franklin Pennsylvania Tax-Free Income Fund A

FRPAX

Franklin Tennessee Municipal Bond Fund A

FRTIX

Franklin Virginia Tax-Free Income Fund A

FRVAX

Franklin Federal Intermediate-Term Tax-Free Income Fund A

FKITX

Franklin Federal Limited-Term Tax-Free Income Fund A

FFTFX

Franklin Total Return Fund A

FKBAX

Franklin HY Tax Free Fund A

FRHIX

Templeton Foreign Fund

TEMFX

Templeton Global Bond Fund

TPINX

Templeton International Bond Fund

TBOAX

 

Legg Mason Funds

Ticker

ClearBridge Aggressive Growth Strategy

SHRAX

ClearBridge International Small Cap Value

LCOAX

ClearBridge Appreciation A

SHAPX

ClearBridge Mid Cap Core A

SBMAX

ClearBridge Large Cap Growth

SBLGX

ClearBridge Dividend Strategy A

SOPAX

ClearBridge International Value Fund A

SBIEX

Legg Mason BW Absolute Return Opportunities A

LROAX

Legg Mason BW Global Opportunities Bond A

GOBAX

Western Asset Corporate Bond Fund A

SIGAX

Western Asset Core Bond A

WABAX

Western Asset Mortgage Backed Securities Fund A

SGVAX

 

Invesco Funds

Ticker

Invesco Charter A

CHTRX

Invesco Diversified Dividend A

LCEAX

Invesco Comstock A

ACSTX

Invesco Small Cap Equity A

SMEAX

Invesco International Growth A

AIIEX

Invesco US Government Bond A

AGOVX

 

Pioneer Investments

Ticker

Pioneer Fund List - Fundamental Growth A

PIGFX

 

BlackRock Funds

Ticker

BlackRock International Opportunities A

BREAX

BlackRock Equity Dividend A

MDDVX

BlackRock International Index A

MDIIX

BlackRock Floating Rate Income Inv

BFRAX

BlackRock High Yield Bond Inv

BHYAX

BlackRock Capital Appreciation A

MDFGX

BlackRock Mid Cap Growth Equity A

BMGAX

BlackRock Strategic Income

BASIX

 

JP Morgan Funds

Ticker

JPMorgan Undiscovered Mgrs Behavioral Value A

UBVAX

JPMorgan US Equity A

JUEAX

JPMorgan Equity Income A

OIEIX

JPMorgan Market Expansion Enhanced Index A

OMEAX

JPMorgan International Opportunities A

JIOAX

JPMorgan High Yield A

OHYAX

JP Morgan US Government Money Market Reserve

RJGXX

JPMorgan Large Cap Growth A

OLGAX

JP Morgan Mid Cap Growth A

OSGIX

JP Morgan Small Cap Value A

PSOAX

JPMorgan Emerging Markets Equity A

JFAMX

 

American Century Investments

Ticker

American Century Growth A

TCRAX

American Century Equity Income A

TWEAX

American Century Short-Term Govt Bond A

TWAVX

American Century Mid Cap Value A

ACLAX

American Century Diversified Bond A

ADFAX

American Century Equity Markets Neutral LW A

ALIAX

American Century Intermediate-Term tax Free Bond A

TWWOX

American Century Equity Markets Neutral LW A

ALIAX

American Century Investments High Yield Municipal Fund A

AYMAX

American Century Inflation Adjusted Bond Fund A

AIAVX

 

Natixis

Ticker

Loomis Sayles Value A

LSVRX

Gateway A

GATEX

Loomis Sayles Ltd Term Govt and Agency A

NEFLX

Natixis Oakmark International A

NOIAX

Loomis Sayles High Income A

NEFHX

Natixis Oakmark A

NEFOX

 

Legg Mason Funds

Ticker

Western Asset Short Duration Municipal Income A

SHDAX

Western Asset Intermediate Term Municipal Bond A

SBLTX

Western Asset Intermediate Term California Municipal Bond A

SBMAX

Western Asset Intermediate Term New York Municipal Bond A

IMNYX

Western Asset Managed Municipals Bond A

SHMMX

Western Asset New Jersey Municipal Bond A

SHNJX

Western Asset Massachusetts Municipal Bond A

SLMMX

Western Asset New York Municipal Bond A

SBNYX

Western Asset Pennsylvania Bond A

SBPAX

Western Asset Core Bond A

WABAX

 

Natixis Funds

Ticker

Loomis Sayles High Income A

NEFHX

Natixis ASG Global Alternatives LW A

GAFAX

Natixis ASG Managed Futures Strategy LW A

AMFAX

Loomis Sayles Investment Grade Bond Fund A

LIGRX

Loomis Sayles Strategic Income Fund A

NEFZX

 

BlackRock Funds

Ticker

BlackRock Short Term Municipals Bond A

MELMX

BlackRock National Municipal Bond A

MDNLX

BlackRock California Municipal Bond A

MECMX

BlackRock New Jersey Municipal Bond A

MENJX

BlackRock New York Municipal Opportunities A

MENKX

BlackRock Pennsylvania Municipal Bond A

MEPYX

BlackRock Inflation Protected Bond Fund A

BPRAX