Funds From: tausx - JHancock Investment Grade Bond A LW to uncix - Waddell & Reed Continental Inc A LW - Large Growth


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Actavis PLC , SBA Communications Corp , Facebook Inc Class A , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Ryder System Inc , Protective Life Corp , Centene Corp , United Rentals Inc , Westlake Chemical Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Spirit Airlines Inc , MWI Veterinary Supply Inc , Faro Technologies Inc , Bank of the Ozarks Inc , Acadia Healthcare Co Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Visa Inc Class A , Facebook Inc Class A , Google Inc , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: EMCOR Group, Inc. , DST Systems, Inc. , NorthWestern Corp , Broadridge Financial Solutions , Interface Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S&P 500 Index Future Dec14 , E-mini S&P 500 Index Future Dec14 ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Cisco Systems Inc , Qualcomm Inc , Nokia Oyj ADR , LM Ericsson Telephone Company ADR Class B , Juniper Networks Inc ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
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  • Holdings: AT&T Inc , MetLife Inc , ConocoPhillips , Ford Motor Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Oracle Corporation , Microsoft Corp , MetLife Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Team Health Holdings Inc , Guidewire Software Inc , Brunswick Corp , Medivation Inc , Pacira Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: British American Tobacco PLC , Housing Development Finance Corp Ltd , ITC Ltd , SABMiller PLC , Ambev SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares Russell 2000 Growth , WEX Inc , Vail Resorts Inc , Ultimate Software Group Inc , Healthsouth Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Hana Financial Group Inc , Gilead Sciences Inc , Samsung Electronics Co Ltd , Amgen Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , US Treasury Note 1.625% , Johnson & Johnson , US Treasury Bond 3.625% , FNMA ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Celgene Corp , Google Inc Class A , Johnson & Johnson , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Macerich Co , Health Care REIT, Inc. , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Danaher Corp , EMC Corp , Johnson & Johnson , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: PNC Financial Services Group Inc , L Brands Inc , Union Pacific Corp , JPMorgan Chase & Co , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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Funds From: tausx - JHancock Investment Grade Bond A LW to uncix - Waddell & Reed Continental Inc A LW - Large Growth
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