Funds From: peqrx - Putnam Equity Income R - Large Value to hinax - HSBC World Selection Income Strat A LW - Large Value


  • Holdings: Marathon Oil Corp , Exxon Mobil Corporation , Eli Lilly and Co , Johnson & Johnson , Northrop Grumman Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Pimco Cayman Cmdty Fd Ltd Instl , US Treasury TIP 1.25% , US Treasury TIP , US TREASURY TIP , 5 Year US Treasury Note Future Sept14 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: Pimco Cayman Cmdty Fd Ltd Instl , US Treasury TIP 1.25% , US Treasury TIP , US TREASURY TIP , 5 Year US Treasury Note Future Sept14 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: Pimco Cayman Cmdty Fd Ltd Instl , US Treasury TIP 1.25% , US Treasury TIP , US TREASURY TIP , 5 Year US Treasury Note Future Sept14 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: Pimco Cayman Cmdty Fd Ltd Instl , US Treasury TIP 1.25% , US Treasury TIP , US TREASURY TIP , 5 Year US Treasury Note Future Sept14 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: Pimco Cayman Cmdty Fd Ltd Instl , US Treasury TIP 1.25% , US Treasury TIP , US TREASURY TIP , 5 Year US Treasury Note Future Sept14 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst , PIMCO EM Fdmtl IndexPLUS AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Zurich Insurance Group AG ADR , Teva Pharmaceutical Industries Ltd ADR , HSBC Holdings PLC , Royal Dutch Shell PLC ADR Class A , Sasol Ltd ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: L-3 Communications Holdings Inc , General Dynamics Corp , Wesco International Inc , Siemens AG , Northrop Grumman Corp ,
  • Category: Industrials
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: China Mobile Ltd , Hong Kong Exchanges and Clearing Ltd , Roche Holding AG Dividend Right Cert. , ING Groep N.V. , Novartis AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Credit Bond , iShares MBS , iShares Intermediate Credit Bond , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Multialternative
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  • Category: Emerging Markets Bond
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  • Holdings: PIMCO Total Return Instl , Lord Abbett Core Fixed Income I , T. Rowe Price New Income , Metropolitan West Total Return Bond I , Janus Flexible Bond I ,
  • Category: Conservative Allocation
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Funds From: peqrx - Putnam Equity Income R - Large Value to hinax - HSBC World Selection Income Strat A LW - Large Value
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