Funds From: bacax - BlackRock All-Cap Engy & Res Invest A LW - Large Value to prrox - Putnam RetirementReady 2025 A LW - Large Blend


  • Holdings: Chevron Corp , Exxon Mobil Corporation , Royal Dutch Shell PLC ADR Class A , ConocoPhillips , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Bristol-Myers Squibb Company , Apple Inc , AstraZeneca PLC , Merck & Co Inc , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: American Tower Corp , Crown Castle International Corp , Central Japan Railway Company , Vinci , East Japan Railway Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , AstraZeneca PLC , Nippon Telegraph & Telephone Corp , Magna International Inc Class A , BP PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for wffax investment picks
  • Holdings: CLP Holdings Ltd , Fresenius Medical Care AG & Co. KGaA , Randgold Resources Ltd , SES SA DR , BP PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson & Johnson , Amcor Ltd , Viacom Inc Class B , United Technologies Corp , Philip Morris International Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Letra Tesouro Nacional , Letra Tesouro Nacional , Sb Cap Sa 5.499% , Zcs Brl R 12.255 12/02/13-01/02/17 Bps , Brazil(Fed Rep Of) 10% ,
  • Category: Currency
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  • Holdings: 2 Year US Treasury Note Future Dec14 , Thrivent Income I , Thrivent Partner Worldwide Allocation I , Thrivent Large Cap Value I , Thrivent Limited Maturity Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Thrivent Partner Worldwide Allocation I , Thrivent Large Cap Value I , S&P 500 Index Future Dec14 , Thrivent Large Cap Growth I , 2 Year US Treasury Note Future Dec14 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 Growth , Akorn Inc , Guidewire Software Inc , NuVasive Inc , Proofpoint Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , Total SA ADR , EQT Corp , Marathon Petroleum Corp , EOG Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for trefx investment picks
  • Holdings: Cigna Corp , Lincoln National Corp , Principal Financial Group , Fifth Third Bancorp , M&T Bank Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: 2 Year US Treasury Note Future Dec14 , Thrivent Limited Maturity Bond I , Thrivent Income I , Thrivent Partner Worldwide Allocation I , 30 Year US Treasury Bond Future Dec14 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: S&P 500 Index Future Dec14 , Thrivent Partner Worldwide Allocation I , E-mini S&P MidCap 400 Index Future Dec14 , Thrivent Large Cap Growth I , Russell 2000 Index Mini TIC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Lord Abbett High Yield I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Mid Cap Stock I , Lord Abbett Intl Dividend Inc I , Lord Abbett Calibrated Large Cap Value I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Small Cap I , Calvert International Opportunities I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme 12/14/15 , Erauslt Trs Equity 1ml+45.5 Jpm , US Treasury Note 2.5% ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: MFS® Research International R5 , MFS® International Value R5 , MFS® International Growth R5 , MFS® International New Discovery R5 , MFS® Emerging Markets Equity R5 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mdidx investment picks
  • Holdings: Pioneer Bond Y , Pioneer Short Term Income Y , Pioneer Strategic Income Y , Pioneer International Value Y , Pioneer Fundamental Growth Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for piavx investment picks
  • Holdings: MainStay Large Cap Growth I , MainStay MAP I , Mainstay US Equity Opportunities I , MainStay US Small Cap I , MainStay Epoch US All Cap I ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mgxax investment picks
  • Holdings: MainStay MAP I , MainStay Large Cap Growth I , Mainstay US Equity Opportunities I , MainStay US Small Cap I , MainStay ICAP International I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay MAP I , Mainstay US Equity Opportunities I , MainStay Large Cap Growth I , MainStay Epoch US All Cap I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Floating Rate I , Mainstay US Equity Opportunities I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y , Putnam Dynamic Asset Allocation Equity Y ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Dynamic Asset Allocation Gr Y ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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Funds From: bacax - BlackRock All-Cap Engy & Res Invest A LW - Large Value to prrox - Putnam RetirementReady 2025 A LW - Large Blend
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