Funds From: gtdtx - Goldman Sachs Short Dur Govt IR - Short Government to trgsx - T. Rowe Price Instl Glbl Focused Gr Eq - World Stock


  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: KKR & Co LP , Apollo Global Management LLC Class A , Pdl Biopharma Cv 4% , The Adt Corporation 3.5% , Forbes Engy Svcs 9% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Vornado Realty Trust , Boston Properties Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Pfizer Inc , Bank of America Corporation , Apple Inc , PNC Financial Services Group Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: LyondellBasell Industries NV , Dow Chemical Co , E I du Pont de Nemours & Company , Monsanto Co , Freeport-McMoRan Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Precision Castparts Corp , Canadian Pacific Railway Ltd , Celgene Corp , Salesforce.com Inc , Monsanto Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , ASML Holding NV ADR , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Transamerica Partners Core Bond , Transamerica Partners Large Value , Transamerica Partners Large Growth , Transamerica Partners Intl Equity , Transamerica Partners IPS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Sanmina Corp , AerCap Holdings NV , Dana Holding Corp , Resolute Forest Products Inc , Haemonetics Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Open Text Corp , Quanta Services Inc , ITC Holdings Corp , DENTSPLY International Inc , Waste Connections Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Guidewire Software Inc , Synchronoss Technologies Inc , Team Health Holdings Inc , The Advisory Board Co , HealthStream Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Nasdaq 100 E Mini Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 , S+p500 Emini Fut Sep14 Xcme 20140919 , Euro Stoxx 50 Sep14 Xeur 20140919 , S80895211 Irs Aud R F 4.20000 Sl_1480895211_fixed Ccpvanill ,
  • Category: Multialternative
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p 500 Future Sep14 Xcme 20140918 , Apple Inc , Mini Msci Eafe Sep14 Ifus 20140919 , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: World Stock
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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: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Value R6 , VY T. Rowe Price Growth Equity I , Voya Large Cap Growth Portfolio I ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , HSBC Holdings PLC , Bayer AG , Novartis AG , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for oiicx investment picks
  • Holdings: Columbia Intermediate Bond I , Columbia Corporate Income I , Columbia Contrarian Core I , Columbia Income Opportunities I , Columbia US Government Mortgage I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Boeing Co , Apple Inc , Holcim Ltd , T. Rowe Price Short-Term Bond , American Airlines Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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Funds From: gtdtx - Goldman Sachs Short Dur Govt IR - Short Government to trgsx - T. Rowe Price Instl Glbl Focused Gr Eq - World Stock
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