Funds From: clvbx - RidgeWorth Moderate Allocation Strat I - Moderate Allocation to rfjtx - American Funds 2015 Trgt Date Retire R6 - Target Date 2011-2015


  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , iShares Core US Aggregate Bond , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Micron Technology Inc , Aspen Technology Inc , Alliance Data Systems Corp , Cree Inc , Vertex Pharmaceuticals Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: MSCI EAFE Index Future Sept14 , Nestle SA , Novartis AG , Roche Holding AG , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Forest Laboratories Inc , Actavis PLC , Foster Wheeler AG , UNS Energy Corp , Safeway Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Union Pacific Corp , Home Depot Inc , Schlumberger NV , American Express Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: A P Møller-Maersk Class B , Accor SA , Koninklijke KPN NV , Metro AG , Direct Line Insurance Group PLC ,
  • Category: Europe Stock
  • 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: 3 Stars
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  • Holdings: Multi-Color Corp , BankUnited Inc , Entravision Communications Corp , Berry Plastics Group Inc , Mentor Graphics Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Priceline Group Inc , Legal & General Group PLC , Roche Holding AG Dividend Right Cert. , TransDigm Group Inc , AutoZone Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: SPDR® S&P MidCap 400 ETF , iShares MSCI Emerging Markets , S+p500 Emini Fut Dec14 Xcme 20141219 , Apple Inc , Mini Msci Emg Mkt Sep14 Ifus 20140919 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: PL Managed Bond P , PL Large-Cap Value P , PL Comstock P , PL International Large-Cap P , PL Short Duration Bond P ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Walt Disney Co , Altria Group Inc , Hanesbrands Inc , Foot Locker Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Global Aggressive Strategy Llc , Fx Strategy Llc , Vanguard Short-Term Bond Idx I , Fidelity® Conservative Income Bond Instl , PIMCO Enhanced Short Maturity ETF ,
  • Category: Currency
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  • Holdings: Apple Inc , Bristol-Myers Squibb Company , Facebook Inc Class A , Amazon.com Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Marathon Oil Corp , Exxon Mobil Corporation , MetLife Inc , Johnson & Johnson , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , FNMA , American Airlines Group Inc , US Treasury Note 3.625% , FNMA ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Armstrong World Industries Inc , Teradyne Inc , Matson Inc , Saia Inc , Atlas Pipeline Partners LP ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Microsoft Corp , Chevron Corp , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
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  • Holdings: Gscbpur1 R Usl3m P 06/30/15 Gs , Jpcmptsh P Usl3m R 06/30/15 Jp , Ubsembsk R Usl3m P 05/19/15 Ub , FNMA , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Blackbaud Inc , Carter's Inc , Cadence Design Systems Inc , Sally Beauty Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 5 Stars
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Funds From: clvbx - RidgeWorth Moderate Allocation Strat I - Moderate Allocation to rfjtx - American Funds 2015 Trgt Date Retire R6 - Target Date 2011-2015
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