Funds From: nglax - Neuberger Berman Global Allocation A LW - Mid Blend to jtaax - JPMorgan Tax Aware Income Opp A LW


  • Holdings: Nddumhkr Trs Usd P V 01mlibor , Nddumhkr Trs Usd R E , Jpmggbqr Trs Usd P V 01mlibor , Jpmggbqr Trs Usd R E , 10yr Mini Jgb Fut Dec14 Xsim 20141210 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Danaher Corp , EMC Corp , Jarden Corp , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Schlumberger NV , Exxon Mobil Corporation , General Electric Co , Union Pacific Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Monsanto Co , Apple Inc , Gilead Sciences Inc , Schlumberger NV , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Foster Wheeler AG , tw telecom inc , Shire PLC ADR , Directv , Safeway Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: Public Service Enterprise Group Inc , JPMorgan Chase & Co , Royal Dutch Shell PLC ADR Class A , Microsoft Corp , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: PrivateBancorp Inc , Everest Re Group Ltd , Cinemark Holdings Inc , Resources Connection Inc , Global Payments Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: PrivateBancorp Inc , Everest Re Group Ltd , Cinemark Holdings Inc , Resources Connection Inc , Global Payments Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: PrivateBancorp Inc , Everest Re Group Ltd , Cinemark Holdings Inc , Resources Connection Inc , Global Payments Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: PrivateBancorp Inc , Everest Re Group Ltd , Cinemark Holdings Inc , Resources Connection Inc , Global Payments Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: PrivateBancorp Inc , Everest Re Group Ltd , Cinemark Holdings Inc , Resources Connection Inc , Global Payments Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: PrivateBancorp Inc , Everest Re Group Ltd , Cinemark Holdings Inc , Resources Connection Inc , Global Payments Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: PrivateBancorp Inc , Everest Re Group Ltd , Cinemark Holdings Inc , Resources Connection Inc , Global Payments Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: PrivateBancorp Inc , Everest Re Group Ltd , Cinemark Holdings Inc , Resources Connection Inc , Global Payments Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class C , Amgen Inc , TJX Companies , FMC Technologies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Citigroup Inc , NextEra Energy Inc , JPMorgan Chase & Co , ACE Ltd , Roche Holding AG Dividend Right Cert. ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Grant Park Mfs Fund Ltd ,
  • Category: Managed Futures
  • Morningstar Rating: 2 Stars
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  • Holdings: American Airlines Group Inc , Carnival Corp , United Continental Holdings Inc , JPMorgan Chase & Co , Goldman Sachs Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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Funds From: nglax - Neuberger Berman Global Allocation A LW - Mid Blend to jtaax - JPMorgan Tax Aware Income Opp A LW
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