Funds From: cpxcx - Cohen & Steers Preferred Sec & Inc C to rliix - RiverFront Dynamic Equity Income I - Large Blend


  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Medivation Inc , Agios Pharmaceuticals Inc , Palo Alto Networks Inc , TRW Automotive Holdings Corp , Macquarie Infrastructure Co LLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , TIAA-CREF Social Choice Bond Instl , Pax MSCI International ESG Idx Instl , Praxis Intermediate Income I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , TIAA-CREF Social Choice Bond Instl , Pax MSCI International ESG Idx Instl , Praxis Intermediate Income I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Parnassus Core Equity Institutional , Touchstone Premium Yield Equity Y , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , PIMCO Income Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Parnassus Core Equity Institutional , Touchstone Premium Yield Equity Y , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , PIMCO Income Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Income Instl , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Parnassus Core Equity Institutional , Touchstone Premium Yield Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Income Instl , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Parnassus Core Equity Institutional , Touchstone Premium Yield Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Hartford Financial Services Group Inc , Carlisle Companies Inc , Jarden Corp , Ryder System Inc , Fifth Third Bancorp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: CVS Health Corp , Allstate Corp , U.S. Bancorp , 3M Co , UnitedHealth Group Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE , Svenska Cellulosa AB Class B , Hutchison Whampoa Ltd , GlaxoSmithKline PLC , Industrivarden AB Class C ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Actavis PLC , Alliance Data Systems Corp , American Tower Corp , TE Connectivity Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Actavis PLC , Alliance Data Systems Corp , American Tower Corp , TE Connectivity Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Actavis PLC , Alliance Data Systems Corp , American Tower Corp , TE Connectivity Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , iShares MSCI All Country Asia ex Japan , Deutsche X-trackers MSCI EAFE Hedged Eq , WisdomTree LargeCap Dividend ETF ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , iShares MSCI All Country Asia ex Japan , Deutsche X-trackers MSCI EAFE Hedged Eq , WisdomTree LargeCap Dividend ETF ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , iShares MSCI All Country Asia ex Japan , Deutsche X-trackers MSCI EAFE Hedged Eq , WisdomTree LargeCap Dividend ETF ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , WisdomTree LargeCap Dividend ETF , iShares MSCI All Country Asia ex Japan , Deutsche X-trackers MSCI EAFE Hedged Eq ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , WisdomTree LargeCap Dividend ETF , iShares MSCI All Country Asia ex Japan , Deutsche X-trackers MSCI EAFE Hedged Eq ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , WisdomTree LargeCap Dividend ETF , iShares MSCI All Country Asia ex Japan , Deutsche X-trackers MSCI EAFE Hedged Eq ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: WisdomTree LargeCap Dividend ETF , WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , Deutsche X-trackers MSCI EAFE Hedged Eq ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: WisdomTree LargeCap Dividend ETF , WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , Deutsche X-trackers MSCI EAFE Hedged Eq ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: WisdomTree LargeCap Dividend ETF , WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , Deutsche X-trackers MSCI EAFE Hedged Eq ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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Funds From: cpxcx - Cohen & Steers Preferred Sec & Inc C to rliix - RiverFront Dynamic Equity Income I - Large Blend
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