Funds From: reinx - Invesco Real Estate Investor - Mid Blend to pipdx - PIMCO Intl StksPLUS AR Strat (USD-Hg) D - Large Blend


  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: British Sky Broadcasting Group PLC , Reed Elsevier PLC , Aryzta AG , SAP SE , British American Tobacco PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: PPL Corp , Williams Companies Inc , NRG Energy Inc , Comcast Corp Class A , NextEra Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , Oracle Corporation , Google Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Hess Corp , American International Group Inc , Chevron Corp , MetLife Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Danaher Corp , Visa Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Urban Outfitters Inc , Swift Transportation Co , Constant Contact Inc , Atwood Oceanics Inc , Dunkin Brands Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Research R5 , MFS® Growth R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Newell Rubbermaid Inc , NASDAQ OMX Group, Inc. , Xerox Corporation , Crown Holdings Inc , Molson Coors Brewing Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , Gartner Inc Class A , Ross Stores Inc , Jones Lang LaSalle Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Bunzl PLC , Bellway PLC , Croda International PLC , OBIC Co., Ltd. , Amadeus IT Holding SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , Dwrtft Trs Equity 1ml+45 Brc , US Treasury TIP , Dwrtft Trs Equity 1ml+42 Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , Dwrtft Trs Equity 1ml+45 Brc , US Treasury TIP , Dwrtft Trs Equity 1ml+42 Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , Dwrtft Trs Equity 1ml+45 Brc , US Treasury TIP , Dwrtft Trs Equity 1ml+42 Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , Dwrtft Trs Equity 1ml+45 Brc , US Treasury TIP , Dwrtft Trs Equity 1ml+42 Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , Dwrtft Trs Equity 1ml+45 Brc , US Treasury TIP , Dwrtft Trs Equity 1ml+42 Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 1.1% , Japan(Govt Of) 2.1% , KDDI Corp , Johnson & Johnson , Italy(Rep Of) 3.75% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Compass Group PLC , Danone ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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Funds From: reinx - Invesco Real Estate Investor - Mid Blend to pipdx - PIMCO Intl StksPLUS AR Strat (USD-Hg) D - Large Blend
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