Funds From: jdoax - INTECH US Core A - Large Blend to pgcox - Putnam Global Consumer A Load Waived - Large Growth


  • Holdings: Home Depot Inc , Southwest Airlines Co , Comcast Corp Class A , Northrop Grumman Corp , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Chatham Lodging Trust , Kennedy-Wilson Holdings Inc , Simon Property Group Inc , Kennedy Wilson Europe Real Estate Plc , CapitaLand Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR® S&P 500 ETF , Twenty-First Century Fox Inc Class A , Twenty-First Century Fox Inc Class B , Deutsche X-trackers Harvest CSI300 CHN A , Market Vectors® Semiconductor ETF ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR® S&P 500 ETF , Twenty-First Century Fox Inc Class A , Twenty-First Century Fox Inc Class B , Deutsche X-trackers Harvest CSI300 CHN A , Market Vectors® Semiconductor ETF ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Novo Nordisk A/S Class B , Bayer AG , Novartis AG , SOFTBANK Corp , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Dreyfus Global Emerging Markets Y , Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Tencent Holdings Ltd , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: API Efficient Frontier Value A , API Efficient Frontier Growth A , API Efficient Frontier Capital Inc Instl ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Equity Residential , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: Monsanto Co , Potash Corp of Saskatchewan Inc , BHP Billiton PLC , Syngenta AG , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 2 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: 3 Stars
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  • Holdings: Apple Inc , Google Inc , Oracle Corporation , Intel Corp , Facebook Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Japan(Govt Of) 0.1% , McGraw Hill Financial Inc , Adobe Systems Inc , Ameriprise Financial Inc , Cummins Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Synopsys Inc , Cooper Companies , Align Technology Inc , Airgas Inc , Catamaran Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: SBA Communications Corp , Union Pacific Corp , Autodesk Inc , Questar Corp , Xylem Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Motor Co , Mgm Resorts Intl Cv 4.25% , Continental Airls Cv 4.5% , General Motors Co ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Holdings: McGraw Hill Financial Inc , Adobe Systems Inc , Ameriprise Financial Inc , Cummins Inc , Bank of America Corporation ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Genel Energy PLC , Halliburton Co , EOG Resources Inc , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Bank of America Corporation , AIA Group Ltd , Charles Schwab Corp ,
  • Category: Financial
  • Morningstar Rating: 1 Stars
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  • Holdings: Move Inc , Quidel Corp , Rentrak Corp , Callidus Software Inc , Repligen Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , Vodafone Group PLC , SOFTBANK Corp , BT Group PLC , Telecom Italia SpA Rsp ,
  • Category: Communications
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Priceline Group Inc , Philip Morris International Inc , Toyota Motor Corp , Michael Kors Holdings Ltd ,
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
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Funds From: jdoax - INTECH US Core A - Large Blend to pgcox - Putnam Global Consumer A Load Waived - Large Growth
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