Funds From: ncbgx - New Covenant Balanced Growth - Moderate Allocation to bchtx - Invesco Charter B - Large Blend


  • Holdings: New Covenant Growth , New Covenant Income ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: S&P 500 Index Future Mar15 , iShares MSCI Emerging Markets , Industrial Select Sector SPDR® ETF , SPDR® S&P 500 ETF , iShares MSCI Germany ,
  • Category: Bear Market
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  • Holdings: American Funds Capital Income Bldr R6 , American Funds Growth Fund of Amer R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Equity Residential , Essex Property Trust Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Check Point Software Technologies Ltd , Synergy Health PLC , Toyota Motor Corp , Reed Elsevier PLC , Sodexo ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Salesforce.com Inc , Visa Inc Class A , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares 20+ Year Treasury Bond , iShares iBoxx $ Invst Grade Crp Bond , iShares Intermediate Credit Bond , iShares JPMorgan USD Emerg Markets Bond , PowerShares Emerging Markets Sov Dbt ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Deutsche Global Infrastructure Instl , Deutsche Floating Rate Institutional , Deutsche Enhanced Commodity Strat Instl , Deutsche Global Inflation Institutional , Deutsche Diversified Market Netrl Instl ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Computershare Ltd , Royal Dutch Shell PLC Class A , Wolseley PLC , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Aetna Inc , Pfizer Inc , Morgan Stanley , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Manning & Napier Pro-Blend Cnsrv Term I ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: CREDIT SUISSE CAYMAN COMMODITY , FNMA FRN , FNMA FRN , FNMA FRN , FFCB FRN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: Nike Inc Class B , eBay Inc , Nestle SA ADR , Roper Industries Inc , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: National Bank of Canada , Canadian Imperial Bank of Commerce , Singapore Exchange Ltd , Crédit Agricole , United Overseas Bank Ltd ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
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  • Holdings: Hartford Financial Services Group Inc , Japan Tobacco Inc , Toshiba Corp , American International Group Inc , Micron Technology Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Biogen Idec Inc , Amgen Inc , Roche Holding AG ADR , Apple Inc , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Micron Technology Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , American Express Co , Qualcomm Inc , TE Connectivity Ltd , Analog Devices Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: ncbgx - New Covenant Balanced Growth - Moderate Allocation to bchtx - Invesco Charter B - Large Blend
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