Funds From: pagax - ESG Managers® Growth Port A Load Waived - Morningstar 1 Star Rated Fund to nteax - Nuveen Tradewinds Emerging Markets A - Morningstar 1 Star Rated Fund


  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Vivendi SA , Alliant Techsystems Inc , Ambac Financial Group Inc , NN Group NV , Green Brick Partners Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Value , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , General Electric Co , Microsoft Corp , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Qualcomm Inc , Cisco Systems Inc , Nokia Oyj ADR , Juniper Networks Inc , LM Ericsson Telephone Company ADR Class B ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
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  • Holdings: Walt Disney Co , Apple Inc , Alibaba Group Holding Ltd ADR , Bank of America Corporation , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: 10 Year US Treasury Note Future Dec14 , Eurex 10 Year Euro Bund Future Dec 2014 , Montreal Exchange 10 Year Canadian Bond Future Dec 2014 , SPDR® S&P 500 ETF , E-mini S&P 500 Index Future Dec14 ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury TIP , Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A , Total SA ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Nike Inc Class B , Visa Inc Class A , Roche Holding AG Dividend Right Cert. , UnitedHealth Group Inc , Abbott Laboratories ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Itau Unibanco Holding S.A. , America Movil SAB de CV ADR , Ambev SA ADR , Fomento Economico Mexicano SAB de CV ADR , Bank Bradesco ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Aegerion Pharmaceuticals Inc , Lands' End Inc , Opko Health Inc , DXP Enterprises Inc , Herbalife Ltd ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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  • Holdings: GlaxoSmithKline PLC , Roche Holding AG Dividend Right Cert. , Airbus Group NV , Actelion Ltd , Munchener Ruck AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: British American Tobacco PLC , Roche Holding AG Dividend Right Cert. , Eurofins Scientific SE , UBS Group AG , Capita PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: American Tower Corp , Invesco Ltd , Delphi Automotive PLC , Nielsen NV , Enbridge Energy Management LLC ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Forward Commodity Long/Short Strategy (Cayman) Fund, Ltd. , Cs Movers 15 Swap , US Treasury Note 0.875% , US Treasury Note 0.75% , Natl City Bk Cleve Sub Mtn Be FRN ,
  • Category: Managed Futures
  • Morningstar Rating: 1 Stars
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  • Holdings: PIMCO EqS® Emerging Markets Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Bond Instl , PIMCO Emerging Markets Corp Bd Instl , US Treasury Note 2.125% ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Citigroup Inc , Teva Pharmaceutical Industries Ltd ADR , Sanofi ADR , Unum Group , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: KB Financial Group Inc , Taiwan Semiconductor Manufacturing Co Ltd ADR , Ping An Insurance Group H Shares , Samsung Electronics Co Ltd , Media Prima Bhd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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Funds From: pagax - ESG Managers® Growth Port A Load Waived - Morningstar 1 Star Rated Fund to nteax - Nuveen Tradewinds Emerging Markets A - Morningstar 1 Star Rated Fund
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