Funds From: nqcqx - Nuveen NWQ Large-Cap Value R3 - Large Value to tsacx - Touchstone Conservative Allocation C - Conservative Allocation


  • Holdings: Citigroup Inc , Teva Pharmaceutical Industries Ltd ADR , Pfizer Inc , General Motors Co , Unum Group ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: BOC Hong Kong Holdings Ltd , AbbVie Inc , HKT Trust and HKT Ltd , Swiss Re AG , Union Pacific Corp ,
  • Category: World Stock
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Brunswick Corp , Plantronics , Tutor Perini Corp , Korn/Ferry International , Texas Roadhouse Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Nddumhkr Trs Usd P V 01mlibor , Nddumhkr Trs Usd R E , Jpmggbqr Trs Usd P V 01mlibor , Jpmggbqr Trs Usd R E , 10yr Mini Jgb Fut Dec14 Xsim 20141210 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO EqS® Emerging Markets Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Bond Instl , PIMCO Emerging Markets Corp Bd Instl , Eem Us Trs Equity 3ml-10 Bps ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: O'Reilly Automotive Inc , Stericycle Inc , Equifax Inc , Vantiv Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Lai Sun Development Co Ltd , Asia Standard Hotel Group Ltd , Derwent London PLC , Soundwill Holdings Ltd , Grainger PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Underlying Fds Tr ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: United Natural Foods Inc , Acadia Healthcare Co Inc , Akorn Inc , CoStar Group Inc , Neogen Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Lennar Corp , Eaton Corp PLC , Newell Rubbermaid Inc , Oshkosh Corp , Reinsurance Group of America Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Johnson & Johnson , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Vodafone Group PLC , Sorenson Communications Inc , Ageas NV , CIT Group Inc , Samsung Electnc Pfd ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class A , Verizon Communications Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Roper Industries Inc , Pentair PLC , United Technologies Corp , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , FHLMC 2% , FNMA 1.375% , EMC Corp , FHLMC 1.25% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: SBA Communications Corp , Electronic Arts Inc , Alliance Data Systems Corp , Actavis PLC , Constellation Brands Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Novartis AG , Nidec Corp , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Pear Tree PanAgora Risk Prty EMkts Instl , Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Sumitomo Mitsui Financial Group Inc , Mitsubishi UFJ Financial Group Inc , E On SE , Banco Bilbao Vizcaya Argentaria SA , Peugeot ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , MSCI Emerging Market Index Future Dec14 , Aia Grp ADR , Marine Harvest ASA , Kia Motors Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone International Fixed Inc Inst , Touchstone Flexible Income Instl , Touchstone Active Bond Institutional ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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Funds From: nqcqx - Nuveen NWQ Large-Cap Value R3 - Large Value to tsacx - Touchstone Conservative Allocation C - Conservative Allocation
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