Funds From: mbesx - AMG Chicago Equity Partners Bal Svc to duibx - Delaware Tax-Free USA Intermediate B


  • Holdings: US Treasury Note 2.625% , US Treasury Note 0.875% , US Treasury Note 2.5% , US Treasury Bond 4.75% , FHLMC 2.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , PetroChina Co Ltd H Shares , China Minsheng Banking Corp Ltd H Shares , China Mobile Ltd , Bank Of China Ltd. H Shares ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: United Rentals Inc , Henry Schein Inc , Oceaneering International , Tupperware Brands Corp , Eurofins Scientific Group SA ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Newell Rubbermaid Inc , American Express Co , Texas Instruments Inc , Anheuser-Busch Inbev SA ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Credit Suisse Group , Taiwan Semiconductor Manufacturing Co Ltd , WPP PLC , Capita PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Irs Brl Zcs R 11.47/Cdi 08/15/13 Bps , Irs Jpy 1.000 03/20/14-10y Cme , Irs Brl Zcs P 10.41/Cdi 09/05/13 Boa , Irs Brl Zcs R 11.32/Cdi 09/05/13 Boa ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Biogen Idec Inc , Comcast Corp Class A , Precision Castparts Corp , Visa Inc Class A , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: LyondellBasell Industries NV , E I du Pont de Nemours & Company , Monsanto Co , Praxair Inc , Dow Chemical Co ,
  • Category: Natural Resources
  • Morningstar Rating: 5 Stars
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  • Holdings: Rovi Corp , Verint Systems Inc , Charles River Laboratories International Inc , ARRIS Group Inc , Crown Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank of America Corporation , Canadian Pacific Railway Ltd , Applied Materials Inc , American International Group Inc , Pentair Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Hikma Pharmaceuticals PLC , Hanesbrands Inc , United Rentals Inc , Sartorius Stedim Biotech SA , Ryder System Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: United Technologies Corp , Boeing Co , General Electric Co , Honeywell International Inc , Caterpillar Inc ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
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  • Holdings: ADT Corp , General Dynamics Corp , Devon Energy Corp , Corrections Corp of America , Ashland Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Vinci , Shire PLC , Safran SA , Fresenius SE & Co KGaA , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Hikma Pharmaceuticals PLC , Sartorius Stedim Biotech SA , Vacon Oyj , Spirax-Sarco Engineering PLC , SimCorp ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class A , Google Inc Class C , Facebook Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Boeing Co , Cardinal Health Inc , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: SVB Financial Group , Ultimate Software Group Inc , Westinghouse Air Brake Technologies Corp , Matrix Service Co , Demandware Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for unsax investment picks
  • Holdings: Lcmfsdb Fund Limted , US Treasury Note 0.25% , Goldman Sachs Grp 6.25% , Bk Amer Chrlt Nc Mtn 1.125% , US Treasury Note 0.75% ,
  • Category: Managed Futures
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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Funds From: mbesx - AMG Chicago Equity Partners Bal Svc to duibx - Delaware Tax-Free USA Intermediate B
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