Funds From: notix - DWS Strategic High Yield Tax Free Inst to clacx - AdvisorOne Select Appreciation N


  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electnc Pfd , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , Housing Development Finance Corp Ltd , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , American Realty Capital Properties Inc Class A , AthenaHealth Inc , Acuity Brands Inc , CoStar Group Inc ,
  • Category: Small Blend
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Jpn 10y Bond(Ose) Jun14 Xose 20140611 , 3mo Euro Euribor Mar16 Xlif 20160314 , 3mo Euro Euribor Dec15 Xlif 20151214 , Fgbmm14a Trs Eur R E Oem4 Comdty , Fgbmm14a Trs Eur P F .00000 Bana Fgbmm14_sw 6/6/2014 ,
  • Category: Managed Futures
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Vale SA ADR , BHP Billiton PLC , Tenaris SA ADR , EOG Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , Biogen Idec Inc , McKesson Corp , Alexion Pharmaceuticals Inc , Covidien PLC ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: S+p Mid 400 Emini Jun14 Xcme 20140620 , Affiliated Managers Group Inc , Cimarex Energy Co , Henry Schein Inc , Trimble Navigation Ltd ,
  • Category: Mid-Cap Blend
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  • Holdings: ING Multi-Manager International Equity I , ING International Core I , iShares MSCI EAFE , ING Emerging Markets Equity I , ING International SmallCap I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Direxion Cts Cayman Fund ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Novartis AG , British American Tobacco PLC , Samsung Electnc Pfd , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Anheuser-Busch Inbev SA , Prudential PLC , Denso Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Novartis AG , HSBC Holdings PLC , Siemens AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , MSCI Emerging Market Index Future June14 , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Spdr S&P 500 Etf Trust , Eisai Co., Ltd. Eisai Co Ltd , Linear Technology Corp , Jsr Corp , Honda Motor Co., Ltd. ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , Ping An Insurance Group H Shares , Tingyi (Cayman Islands) Holding Corp , China Mengniu Dairy Co Ltd , Baidu Inc ADR ,
  • Category: China Region
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  • Holdings: Mitsui Fudosan Co Ltd , Westfield Group , Sumitomo Realty & Development Co Ltd , Sun Hung Kai Properties Ltd , Advance Residence Investment Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Amazon.com Inc , Facebook Inc Class A , Mead Johnson Nutrition Co , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Exxon Mobil Corporation , Schlumberger NV , Occidental Petroleum Corp , Chevron Corp , EOG Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Pimco Cayman Commodity Fund Iii Ltd , US Treasury TIP , Irs Usd 0.750 06/18/14-2y Cme , Irs Usd 3.750 06/18/14-30y Cme , US Treasury Note 2.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Market Vectors Wide Moat ETF , Guggenheim S&P 500® Equal Weight , iShares US Insurance , iShares International Select Div , PowerShares Dynamic Market ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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Funds From: notix - DWS Strategic High Yield Tax Free Inst to clacx - AdvisorOne Select Appreciation N
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