Funds From: dvrcx - MFS Global Alternative Strategy C - Multialternative to mflgx - MFS Lifetime 2020 R2 - Target Date 2016-2020


  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 0.000 Jun 05 24 , Eur Irs 10yr Receiver (Db) 2.469 Sep 14 21 , Gbp Irs 10yr Receiver (Db) 1.992 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.75% , Starwood Property Trust, Inc. , PPL Corp , Comcast Corp Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , McDonald's Corp , Walt Disney Co , Pernod Ricard NV , SAP SE ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp ADR , Encana Corp , Shire PLC ADR , Canadian Natural Resources Ltd , Royal Dutch Shell PLC ADR Class B ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Danaher Corp , Visa Inc Class A , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Goldcorp Inc , Gold Bullion , Randgold Resources Ltd ADR , Eldorado Gold Corp , Silver Bullion (1 Oz = 1 Shr) ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Holdings: China Mobile Ltd ADR , PetroChina Co Ltd ADR , Barrick Gold 6.95% , Citigroup 3.375% , Wells Fargo Co Mtn Be 3.45% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell Mid-Cap Value , iShares MSCI EMU , PowerShares S&P 500 High Beta ETF , iShares MSCI Spain Capped , iShares MSCI Brazil Capped ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Valeant Pharmaceuticals International Inc , Berkshire Hathaway Inc Class B , Liberty Global PLC Class C , Directv , iShares Russell 2000 ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Direct Line Insurance Group PLC , Oslo Bors VPS Holding ASA , PartnerRe Ltd , RSA Insurance Group PLC , Wells Fargo & Co ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Dodge & Cox Stock , Vanguard Mega Cap Growth ETF , Dodge & Cox Global Stock , Sound Shore Investor , Domini Social Equity Instl ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Small Cap I , Calvert International Opportunities I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: S&P500 Emini Sep 14 , Columbia Mortgage Opportunities I , TOPIX Index Future Sept14 , Euro BUND Future Sept14 , FTSE 100 Index (New Style) Future Sept14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Bank of the Ozarks Inc , United Natural Foods Inc , Manhattan Associates Inc , DexCom Inc , Landstar System Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Mitsubishi Estate Co Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: S&P Mini Index (Fut) , Vertex Pharmaceuticals Inc , Covidien PLC , Williams Companies Inc , Integrys Energy Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Occidental Petroleum Corp , Nestle SA , Bayer AG , First Republic Bank , Illinois Tool Works Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Shire PLC , Total SA , Teva Pharmaceutical Industries Ltd ADR , Bayer AG , Yahoo! Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: LinkedIn Corp Class A , Amazon.com Inc , Priceline Group Inc , Fastenal Co , Salesforce.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Iconix Brand Group Inc , Minerals Technologies Inc , InterDigital Inc , Strayer Education Inc , Manhattan Associates Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Advance Auto Parts Inc , Zoetis Inc , Pfizer Inc , Houghton Mifflin Harcourt Company , Molson Coors Brewing Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Research R5 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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Funds From: dvrcx - MFS Global Alternative Strategy C - Multialternative to mflgx - MFS Lifetime 2020 R2 - Target Date 2016-2020
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