Funds From: istsx - AmerIndepBoydWattersonShrt-TermEnhBdA - Short-Term Bond to pmsgx - Principal MidCap Growth R1 - Mid-Cap Growth


  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Bayer AG , Lloyds Banking Group PLC , British American Tobacco PLC , KDDI Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Forward Commodity Long/Short Strategy (Cayman) Fund, Ltd. , US Treasury Note 0.875% , US Treasury Note 0.75% , US Treasury Note 0.75% , FNMA 1.375% ,
  • Category: Managed Futures
  • Morningstar Rating: 1 Stars
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  • Holdings: Highland Long/Short Equity Z , Robeco Boston Partners L/S Rsrch Instl , Osterweis Strategic Income , Gateway Y , Arbitrage I ,
  • Category: Multialternative
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  • Holdings: Pall Corporation , Pentair PLC , Pennon Group PLC , Murata Mfg Co Ltd , Delphi Automotive PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Ashtead Group PLC , Lonza Group AG , Pandora AS , London Stock Exchange Group PLC , United Internet AG ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Microsoft Corp , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 1.5% , US Treasury Note 2.375% , Novartis AG , Bayer AG , Accenture PLC Class A ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: Blackbaud Inc , Fresh Market Inc , Russell 2000 Mini Mar15 Imeq 20150320 , Sensient Technologies Corp , Clarcor Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Vodafone Group PLC , Toyota Motor Corp , Mitsubishi UFJ Financial Group Inc , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Energy Transfer Equity LP , Targa Resources Corp , MarkWest Energy Partners LP , Targa Resources Partners LP , Williams Companies Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: Office Depot Inc , Dean Foods Co , Southwest Gas Corp , Susquehanna Bancshares Inc , PNM Resources Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: China Construction Bank Corp H Shares , Vanguard FTSE Emerging Markets ETF , Itau Unibanco Holding SA ADR , Mtn Group Ltd , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC Class A , British American Tobacco PLC , Shire PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gatmx investment picks
  • 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 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 2000 , Covanta Holding Corp , AG Mortgage Investment Trust Inc , CYS Investments Inc , Denny's Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: PowerShares Senior Loan ETF , Marfrig Hldgs Europe B V 144A 6.875% , E-mini S&P 500 Index Future Dec14 , Cemex Fin 144A 6% , Columbus Intl Inc 144 144A 7.375% ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Short-Term Corporate Bond ETF , iShares US Consumer Services , PowerShares Buyback Achievers ETF , Guggenheim S&P 500® Eq Wt Technology ETF , Gslzlolo Trs Usd R E Gslzlolo +40bps ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Netflix Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Gilead Sciences Inc , Hologic Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Bond 3% , Guggenheim Strategy I , Ultra Treasury Bond Future Mar15 ,
  • Category: Trading-Inverse Debt
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: ServiceNow Inc , SBA Communications Corp , Signet Jewelers Ltd , Robert Half International Inc , Harman International Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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Funds From: istsx - AmerIndepBoydWattersonShrt-TermEnhBdA - Short-Term Bond to pmsgx - Principal MidCap Growth R1 - Mid-Cap Growth
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