Funds From: mcnax - Madison Conservative Allocation A - Conservative Allocation to peugx - Putnam Europe Equity A - Europe Stock


  • Holdings: Metropolitan West Total Return Bond I , Madison Core Bond Y , Madison Large Cap Value Y , Franklin Floating Rate Daily Access Adv , Madison Corporate Bond Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA US Core Equity 1 I , DFA US Large Company I , DFA Large Cap International I , DFA International Core Equity I , DFA Emerging Markets Core Equity I ,
  • Category: World Stock
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Lg Cap Val Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , Apple Inc , Verizon Communications Inc , General Electric Co , AT&T Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: BHP Billiton PLC , BP PLC , Rio Tinto Ltd , Potash Corp of Saskatchewan Inc , Monsanto Co ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Mtn Group Ltd , Naspers Ltd Class N , Sberbank Of Russia , Sasol Ltd , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Shutterfly Inc , SPS Commerce Inc , Fiesta Restaurant Group Inc , WEX Inc , Lithia Motors Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Lclscsdb Fund Limited , FHLMC CMO 1.426% , FNMA CMO 0.95339% , GS MTG COML 2007-GG10 , Discover Card Exe Tr 2010-2 FRN ,
  • Category: Managed Futures
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  • Holdings: Kennedy Wilson Europe Real Estate Plc , RenaissanceRe Holdings Ltd , Grafton Group PLC , TNT Express NV , Fairfax Financial Holdings Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Lonza Group AG , Bank of Ireland (Governor & Co of) , Tech Mahindra Ltd , ASKUL Corporation , Baloise Holding Ag ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , International Business Machines Corp , Johnson & Johnson , Oracle Corporation , Philip Morris International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Salesforce Com Cv 0.25% , Wellpoint Cv 2.75% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares 1-3 Year Treasury Bond , iShares 1-3 Year Credit Bond , iShares S&P 500 Growth , iShares S&P 100 , PIMCO Enhanced Short Maturity ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Thrivent Partner Worldwide Allocation I , Thrivent Large Cap Value I , Thrivent Large Cap Growth I , E-mini S&P MidCap 400 Index Future June14 , S&P 500 Index Future June14 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PT Sarana Menara Nusantara Tbk , Google Inc Class C , Facebook Inc Class A , SOFTBANK Corp , Illumina Inc ,
  • Category: World Stock
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  • Holdings: Roche Holding AG , Novartis AG , AstraZeneca PLC , Anheuser-Busch Inbev SA , SOFTBANK Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Packaging Corp of America , Raymond James Financial Inc , Jarden Corp , Old Dominion Freight Lines , Mednax Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Anheuser-Busch Inbev SA , AstraZeneca PLC , Siemens AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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Funds From: mcnax - Madison Conservative Allocation A - Conservative Allocation to peugx - Putnam Europe Equity A - Europe Stock
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