Funds From: maiax - UBS Multi-Asset Income A Load Waived to rgnax - American Funds Gr and Inc Port R1


  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , iShares MSCI EAFE , iShares Core S&P 500 , Us Ultra 03/20/2014 ,
  • Category: Conservative Allocation
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Euronet Worldwide, Inc. , Balchem Corporation , RBC Bearings, Inc. , Mentor Graphics Corporation , Church & Dwight Company, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fluidigm Corporation , RigNet, Inc. , eHealth, Inc. , Keryx Biopharmaceuticals, Inc. , Luxoft Holding Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Russell 2000 Index Mini-Futures , EMCOR Group, Inc. , Papa John's International Inc. , Affiliated Managers Group Inc , SVB Financial Group ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Janus Global Bond N , Janus International Equity N , Janus Diversified Alternatives N , INTECH U.S. Value Instl , INTECH International I ,
  • Category: World Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: -1 Stars
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  • Holdings: Sanofi , United Technologies Corp , PPG Industries, Inc. , Roche Holding AG , Adidas AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Mentor Graphics Corporation , PacWest Bancorp , First Financial Holdings Inc , Barnes Group, Inc. , Stifel Financial Corp. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Short-Term Invts Tr , SPDR S&P 500 , Merger , iShares 1-3 Year Treasury Bond , Barrow All-Cap Core Institutional ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 , American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 ,
  • Category: Conservative Allocation
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  • Category: World Bond
  • Morningstar Rating: -1 Stars
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  • Holdings: Google Inc Class A , United Technologies Corp , Qualcomm, Inc. , Walt Disney Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Daimler AG , BNP Paribas , Mitsubishi UFJ Financial Group, Inc. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: British Sky Broadcasting Group PLC , Accor SA , SKF AB , Adecco SA , Compagnie de Saint-Gobain ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Direxion Cts Cayman Fund ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury Note 2.125% , US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares S&P 500 Value , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: Merck & Co Inc , American Express Co , Wells Fargo & Co , Gilead Sciences Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corporation , Oracle Corporation , Google Inc Class A , Qualcomm, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl , TIAA-CREF International Eq Instl , TIAA-CREF International Opps Instl ,
  • Category: Large Growth
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Apprec Idx ETF , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: -1 Stars
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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Funds From: maiax - UBS Multi-Asset Income A Load Waived to rgnax - American Funds Gr and Inc Port R1
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