Funds From: aftfx - American Funds TaxExempt Bond F1 to cscex - Active Port Multi-Mgr Small Cp Equity A


  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Aeon Co Malaysia Bhd , Millennium & Copthorne Hotels PLC , Bukit Sembawang Estates Ltd , United Plantation Bhd , Oriental Holdings Bhd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Roche Holding AG , Wells Fargo & Co , Microsoft Corp , Chevron Corp ,
  • Category: World Stock
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  • Holdings: Visa Inc Class A , MasterCard Inc Class A , Amazon.com Inc , Google Inc Class A , Wells Fargo & Co ,
  • Category: World Stock
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  • Holdings: Apple Inc , Facebook Inc Class A , Amphenol Corp Class A , Priceline Group Inc , Colgate-Palmolive Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 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: 4 Stars
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  • Holdings: Apple Inc , Salesforce.com Inc , Regeneron Pharmaceuticals Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 2 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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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard REIT Index ETF , Real Return Funds , iShares MSCI EAFE , Vanguard Total Stock Market ETF , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , British American Tobacco PLC , Novartis AG , CVS Caremark Corp , Tenaris SA ADR ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: United Technologies Corp , Boeing Co , Danaher Corp , Union Pacific Corp , Caterpillar Inc ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
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  • Holdings: PowerShares QQQ , SPDR S&P 500 , Trinity Industries Inc , Raytheon Co , Vipshop Holdings Ltd ADR ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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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: Princeton Futures Strategy Spc , Crabel , US Treasury Note 1.375% , US Treasury Note 2.5% , US Treasury Note 0.25% ,
  • Category: Managed Futures
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: U.S. Treasury , Euro BUND Future June14 , Credit Default Swap Cdx.Em.21 , 10 Year Government of Canada Bond Sept14 , PowerShares Senior Loan Port ,
  • Category: World Allocation
  • Morningstar Rating: 3 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: 1 Stars
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  • Holdings: Total SA , Sanofi , Novartis AG , HSBC Holdings PLC ADR , Westpac Bkg ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: TransCanada Corp , Enbridge Inc , National Grid PLC , American Tower Corp , Sempra Energy ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: HSBC Holdings PLC , BP PLC , Royal Dutch Shell PLC Class A , GlaxoSmithKline PLC , British American Tobacco PLC ,
  • Category: Miscellaneous Region
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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: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Anixter International Inc , Old Dominion Freight Lines , Finish Line Inc , EMCOR Group, Inc. , Raven Industries Inc ,
  • Category: Small Growth
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Funds From: aftfx - American Funds TaxExempt Bond F1 to cscex - Active Port Multi-Mgr Small Cp Equity A
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