Funds From: psdqx - Putnam Short Duration Income R6 to afnax - AAM/Bahl & Gaynor Income Growth A LW - Large Value


  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Vwo Us R Usl3m P 07/14/15 Jp , Vwo Us R Usl3m P 07/01/15 Cs , Fed Natl Mort Assc 6% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Vwo Us R Usl3m P 07/14/15 Jp , Vwo Us R Usl3m P 07/01/15 Cs , Fed Natl Mort Assc 6% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Health Care Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Health Care Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Mitsubishi Estate Co Ltd , SL Green Realty Corp , AvalonBay Communities Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Mitsubishi Estate Co Ltd , SL Green Realty Corp , AvalonBay Communities Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: American Tower Corp , Enbridge Inc , Crown Castle International Corp , Spectra Energy Corp , Atlantia ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Comcast Corp Class A , Schlumberger NV , Eaton Corp PLC , Nielsen NV ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novo Nordisk A/S , Keyence Corp , SMC Corp , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Novo Nordisk A/S , Comcast Corp Class A , Schlumberger NV , Keyence Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Core MSCI EAFE , iShares MSCI EAFE , iShares Core MSCI Emerging Markets , iShares Core S&P Mid-Cap , iShares MSCI Germany ,
  • Category: World Allocation
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  • Holdings: iShares Core MSCI EAFE , iShares MSCI EAFE , US Treasury Note 2.75% , iShares Core MSCI Emerging Markets , iShares Core S&P Mid-Cap ,
  • Category: Conservative Allocation
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  • Holdings: Baidu Inc ADR , Samsung Electronics Co Ltd , China Mobile Ltd , Samsung Electronics Co Ltd GDR , Taiwan Semiconductor Manufacturing Co Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
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  • Holdings: Johnson & Johnson , Lockheed Martin Corp , 3M Co , Kimberly-Clark Corp , Chevron Corp ,
  • Category: Large Blend
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Funds From: psdqx - Putnam Short Duration Income R6 to afnax - AAM/Bahl & Gaynor Income Growth A LW - Large Value
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