Funds From: ssgsx - Victory Small Company Opportunity A - Small Value to rbctx - American Funds 2020 Trgt Date Retire R2 - Target Date 2016-2020


  • Holdings: LaSalle Hotel Properties , Associated Banc-Corp , Unit Corp , ABM Industries Inc , EMCOR Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Naspers Ltd Class N , Nestle SA , Rakuten, Inc. , Novo Nordisk A/S ADR , SOFTBANK Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Naspers Ltd Class N ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Guggenheim Strategy I ,
  • Category: Trading-Miscellaneous
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  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide Enhanced Income Instl , Nationwide Portfolio Complt Instl , Nationwide Inflation-Protected Secs Inst , Nationwide HighMark Short Term Bd Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Exxon Mobil Corporation , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Entergy Corp , Eaton Vance Corp , White Mountains Insurance Group Ltd , Markel Corporation , Vectren Corp ,
  • Category: Mid-Cap Value
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Bny Mellon Cash Reserve Eod Fund , World Fuel Services Corp , EnerSys Inc , Finish Line Inc , Graphic Packaging Holding Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , Core Laboratories NV , Baker Hughes Inc , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Holdings: NetApp Inc , WellPoint Inc , Cigna Corp , Stericycle Inc , TD Ameritrade Holding Corp ,
  • Category: Mid-Cap Blend
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  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future June14 , PIMCO Income Instl , Irs Gbp 2.250 09/17/14-5y Cme , Irs Jpy 1.000 09/18/13-10y Cme , PIMCO StocksPLUS Instl ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
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  • Holdings: Amazon.com Inc , Priceline Group Inc , Gilead Sciences Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell Global Equity Y , Russell International Developed Mkts Y , Russell Strategic Bond Y , Russell US Core Equity Y , Russell US Defensive Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Industries Qatar JSC , Ooredoo QSC , OMV Petrom , First Gulf Bank P.J.S.C. , Mtn Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: Us 2yr Note (Cbt) Sep14 Xcbt 20140930 , Vanguard Emerging Markets Stock Idx ETF , S+p Mid 400 Emini Sep14 Xcme 20140919 , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , US Treasury Bond 4.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Numericable Group SA , Level 3 Communications Inc , InterXion Holding NV , Valeant Pharmaceuticals International Inc , EchoStar Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Inflation Focused Bond , T. Rowe Price High-Yield , T. Rowe Price Emerging Markets Bond ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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Funds From: ssgsx - Victory Small Company Opportunity A - Small Value to rbctx - American Funds 2020 Trgt Date Retire R2 - Target Date 2016-2020
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