Funds From: mtgvx - AMG TimesSquare All Cap Growth Investor - Large Growth to ablcx - AllianzGI Retirement 2030 C - Target Date 2026-2030


  • Holdings: Apple Inc , Actavis PLC , Alliance Data Systems Corp , American Tower Corp , TE Connectivity Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , HSBC Holdings PLC , Toyota Motor Corp , Nestle SA , Vodafone Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Ml S&P N Amer Nat Res Bullet Swap ,
  • Category: Trading-Leveraged Commodities
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  • Holdings: Newell Rubbermaid Inc , Laboratorios Almirall SA , Methanex Corp , Arrow Electronics Inc , Equity Lifestyle Properties Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Raymond James Financial Inc , Jarden Corp , Old Dominion Freight Lines , Icon PLC , LKQ Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: United Therapeutics Corp , Liberty Ventures Class A , Netflix Inc , Madison Square Garden Co Class A , Project Ride Pfd Prvt ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Atos , Ezion Holdings Ltd , Siemens AG , Sopra Steria Group SA , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Verizon Communications Inc , Union Pacific Corp , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Idexx Laboratories , Tractor Supply Co , Red Hat Inc , ResMed Inc , Jack Henry & Associates, Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: New World Department Store China Ltd , Mayr-Melnhof Karton AG , Television Broadcasts Ltd , Alten , Value Partners Group Ltd ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: IG Group Holdings PLC , DCC PLC , Cielo SA , MorphoSys AG , Micro Focus International PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Liberty Interactive Corp Class A , Twenty-First Century Fox Inc Class A , JPMorgan Chase & Co , Chevron Corp , General Motors Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Deutsche Global Inflation Institutional , Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche Core Plus Income Institutional , Deutsche US Bond Index Institutional ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Holdings: Booz Allen Hamilton Holding Corp , Alere Inc , Rovi Corp , Microsemi Corp , John Wiley & Sons Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Ashtead Group PLC , Teva Pharmaceutical Industries Ltd ADR , Shire PLC , Genel Energy PLC , Bayer AG ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Tronox Worldwide 6.375% , FEI Co , Amphenol Corp Class A , Genuine Parts Co , Home Depot Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Southern Co , American Electric Power Co Inc ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: Avis Budget Group Inc , Extra Space Storage Inc , Mettler-Toledo International Inc , Ametek Inc , Nordson Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Lear Corp , Western Digital Corp , TD Ameritrade Holding Corp , Robert Half International Inc , Equity Residential ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Holdings: AllianzGI Best Styles US Equity R6 , PIMCO Real Return Instl , PIMCO Income Instl , PIMCO 1-5 Year U.S. TIPS ETF , AllianzGI Best Styles Intl Eq R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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Funds From: mtgvx - AMG TimesSquare All Cap Growth Investor - Large Growth to ablcx - AllianzGI Retirement 2030 C - Target Date 2026-2030
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