Funds From: apbax - Cavanal Hill Balanced Inv - Moderate Allocation to FLSLX - Forward Credit Analysis Long/Short A LW - Nontraditional Bond


  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.75% , US Treasury Note 0.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , Trinity Industries Inc , Federated Investors, Inc. Class B , AllianceBernstein Holding L.P. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Westpac Banking Corp , AIA Group Ltd , Samsung Electronics Co Ltd , Tencent Holdings Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Defensive Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , FNMA , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Short-Term Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for azgcx investment picks
  • Holdings: Nuveen Dividend Value R6 , Nuveen Tactical Market Opportunities I , Nuveen Tradewinds International Value I , Nuveen High Yield Municipal Bond I , Nuveen Real Estate Securities R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsncx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for foipx investment picks
  • Holdings: LyondellBasell Industries NV , AbbVie Inc , Chevron Corp , Apple Inc , Altria Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Reliance Industries Ltd , Li & Fung Ltd , United Continental Holdings Inc , Petroleo Brasileiro SA Petrobras ADR , DLF Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor International Institutional , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Goldman Sachs High Yield Instl , Goldman Sachs Emerging Mkt Debt Instl , Goldman Sachs Real Estate Instl , Goldman Sachs Intl Real Estate Sec Instl , Goldman Sachs Commodity Strategy Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gxssx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Google Inc Class C , Northrop Grumman Corp , Amdocs Ltd ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for stpax investment picks
  • Holdings: Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2041-2045
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  • Holdings: Alexion Pharmaceuticals Inc , Gilead Sciences Inc , Biogen Idec Inc , McKesson Corp , Valeant Pharmaceuticals International Inc ,
  • Category: Health
Sign-up for us47804m7048 investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for iboyx investment picks
  • Holdings: ARRIS Group Inc , Graphic Packaging Holding Co , Community Health Systems Inc , Old Dominion Freight Lines , E*Trade Financial Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for jhsox investment picks
  • Holdings: United Rentals Inc , NXP Semiconductors NV , B/E Aerospace Inc , Green Plains Renewable Energy, Inc. , SM Energy Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for sfeix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhtrx investment picks
  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for covrx investment picks
  • Holdings: Baidu Inc ADR , Samsung Electronics Co Ltd , Reliance Industries Ltd , Petroleo Brasileiro SA Petrobras ADR , SK Telecom Co Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for demcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for mphnx investment picks
  • Holdings: Ambev SA , Emaar Properties PJSC , Remgro Ltd , Unilever PLC , Etihad Etisalat ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for tdadx investment picks
  • Holdings: RidgeWorth Total Return Bond I , RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , iShares Core US Aggregate Bond , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for svglx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for FLSLX investment picks
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Funds From: apbax - Cavanal Hill Balanced Inv - Moderate Allocation to FLSLX - Forward Credit Analysis Long/Short A LW - Nontraditional Bond
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