Funds From: dfirx - Delaware Foundation Cnsrv Allc R - Morningstar 4 Star Rated Fund to livix - BlackRock Lifepath Index 2055 Instl - Morningstar 4 Star Rated Fund


  • Holdings: US Treasury Bond 3.125% , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fannie Mae Single Family TBA 4% 2044-11-01 , 5 Year US Treasury Note Future Dec14 , Fannie Mae Single Family TBA 3% 2044-11-01 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Tencent Holdings Ltd. , China Mobile Ltd ADR , Naspers Ltd Class N ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Hewlett-Packard Co , General Dynamics Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: Chevron Corp , Pfizer Inc , AT&T Inc , JPMorgan Chase & Co , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Procter & Gamble Co , Morgan Stanley , Devon Energy Corp , United Technologies Corp , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Avis Budget Group Inc , Rosetta Resources Inc , iStar Financial Inc , HCC Insurance Holdings Inc , Navigators Group ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Hewlett-Packard Co , Microsoft Corp , Capital One Financial Corp , Wells Fargo & Co , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Intel Corp , Qualcomm Inc , ConocoPhillips , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4.5% , US Treasury Note 0.5% , Wells Fargo & Co , JPMorgan Chase & Co , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Bond Index Institutional , TIAA-CREF Equity Index Instl , TIAA-CREF Inflation Link Bd Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Corporate Bond R6 , JPMorgan Inflation Managed Bond R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Facebook Inc Class A , Amazon.com Inc , AbbVie Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Long Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Integrys Energy Group Inc , Valero Energy Corp , Verizon Communications Inc , DTE Energy Holding Co , Transocean Ltd ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , Total SA , Johnson & Johnson , Royal Dutch Shell PLC Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Energizer Holdings Inc , Mettler-Toledo International Inc , Huntington Ingalls Industries Inc , Health Net Inc , Kirby Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Russell 1000® Index Investor A , iShares Core MSCI Total Intl Stk , iShares Cohen & Steers REIT , iShares International Dev Rel Est , Blackrock ACWI Ex-US Index Investor A ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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Funds From: dfirx - Delaware Foundation Cnsrv Allc R - Morningstar 4 Star Rated Fund to livix - BlackRock Lifepath Index 2055 Instl - Morningstar 4 Star Rated Fund
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