Funds From: dfidx - Delaware Foundation Cnsrv Allc B - Morningstar 4 Star Rated Fund to preax - PACE Global Real Estate Securities A LW - Morningstar 4 Star Rated Fund


  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.375% , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Holdings: Jasmine International PLC , China Petroleum & Chemical Corp H Shares , OAO Lukoil ADR , Credicorp Ltd , Danieli & C Officine Meccaniche SpA Rsp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Mini Msci Emg Mkt Sep14 Ifus 20140919 , Samsung Electronics Co Ltd , China Mobile Ltd , KB Financial Group Inc , Shinhan Financial Group Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Sanofi , Lloyds Banking Group PLC , Bayer AG , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: First Citizens BancShares Inc (DE) Class A , Kadant Inc , Treehouse Foods Inc , Mueller Industries Inc , DineEquity Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: S+p Mid 400 Emini Sep14 Xcme 20140919 , Murphy Oil Corp , Willis Group Holdings PLC , Cigna Corp , Host Hotels & Resorts Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Goldcorp Inc , Randgold Resources Ltd ADR , Silver Wheaton Corp , Agnico Eagle Mines Ltd , SPDR Gold Shares ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Celgene Corp , Teva Pharmaceutical Industries Ltd ADR , Thermo Fisher Scientific Inc , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI ACWI , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Suncor Energy Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Merck & Co Inc , Microsoft Corp , ACE Ltd , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: MasterCard Inc Class A , Gilead Sciences Inc , Lowe's Companies Inc , Qualcomm Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Apple Inc , Chevron Corp , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 1.5% , GlaxoSmithKline PLC , Novartis AG , PowerShares DB Gold ETF , Accenture PLC Class A ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: CVS Caremark Corp , LyondellBasell Industries NV , Tronox Worldwide 6.375% , Covidien PLC , Becton Dickinson & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: NextEra Energy Inc , Edison International , Duke Energy Corporation , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , Bayerische Motoren Werke AG BMW , SAP SE ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: SAP SE , BT Group PLC , Essentra PLC , Royal Boskalis Westminster NV , Novo Nordisk A/S ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: Electronic Arts Inc , Actavis PLC , SBA Communications Corp , Alliance Data Systems Corp , Constellation Brands Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Twenty-First Century Fox Inc Class A , Directv , Ametek Inc , American Express Co , Deere & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Genuine Parts Co , Swedish Match AB , CVS Caremark Corp , Coca-Cola Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: O'Reilly Automotive Inc , RPC Inc , Diebold Inc , Circor International Inc , Interpublic Group of Companies, Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Equity Residential , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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Funds From: dfidx - Delaware Foundation Cnsrv Allc B - Morningstar 4 Star Rated Fund to preax - PACE Global Real Estate Securities A LW - Morningstar 4 Star Rated Fund
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