Funds From: lsrix - Elessar Small Cap Value Investor to CTSBX - American Funds College 2027 529-B


  • Holdings: Argo Group International Holdings Ltd , NICE-Systems Ltd ADR , Wabash National Corp , Microsemi Corp , Petroquest Energy Inc ,
  • Category: Small Value
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Capital Income Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Itau Unibanco Holding SA ADR , LATAM Airlines Group SA ADR , Gruma SAB de CV Class B , Grupo Televisa SAB ADR , America Movil SAB de CV ADR ,
  • Category: Latin America Stock
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  • Category: Short-Term Bond
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  • Category: Emerging Markets Bond
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  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Gilead Sciences Inc , Amgen Inc ,
  • Category: Trading-Leveraged Equity
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  • Category: Short-Term Bond
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  • Category: Intermediate-Term Bond
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  • Holdings: Us Bk Natl Assn FRN , Amgen, Inc. , Qvc 144A 7.375% , Plains Expl& Prodtn 7.625% , Host Hotels & Resorts 6% ,
  • Category: Currency
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  • Category: Short-Term Bond
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Global Balanced R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: PNC Large Cap Core I , PNC Bond I , PNC International Equity I , PNC Small Cap I , Vanguard Emerging Mkts Stock Idx Adm ,
  • Category: Target Date 2026-2030
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  • Holdings: American Funds US Government Sec R6 , American Funds American Hi-Inc Tr R6 , American Funds American Mutual R6 , American Funds Income Fund of Amer R6 , American Funds Capital Income Bldr R6 ,
  • Category: Conservative Allocation
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  • Holdings: MFS® Research Bond R5 , MFS® Value R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Government Securities R5 ,
  • Category: Target Date 2021-2025
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  • Category: High Yield Bond
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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  • Holdings: Guggenheim Strategy I , E-mini S&P MidCap 400 Index Future Dec14 , Equinix Inc , SL Green Realty Corp , Skyworks Solutions Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Target Date 2011-2015
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , MSCI Emerging Market Index Future Dec14 , Tencent Holdings Ltd. , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2041-2045
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  • Holdings: PNC Large Cap Core I , PNC International Equity I , PNC Bond I , PNC Small Cap I , Vanguard Emerging Mkts Stock Idx Adm ,
  • Category: Target Date 2036-2040
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  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Retirement Income
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  • Holdings: MFS® Research Bond R5 , MFS® Value R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Government Securities R5 ,
  • Category: Target Date 2021-2025
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  • Category: Intermediate-Term Bond
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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  • Holdings: Nestle SA , Mini Msci Eafe Dec14 Ifus 20141219 , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
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  • Holdings: Intel Corp , Texas Instruments Inc , Micron Technology Inc , Applied Materials Inc , Broadcom Corp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Fundamental Invs R6 ,
  • Category: Moderate Allocation
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Funds From: lsrix - Elessar Small Cap Value Investor to CTSBX - American Funds College 2027 529-B
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