Funds From: nccix - Nuveen Symphony Mid-Cap Core I - Mid-Cap Blend to fbitx - American Funds 2050 Trgt Date Retire F-2 - Target Date 2046-2050


  • Holdings: Actavis PLC , Delphi Automotive PLC , F5 Networks Inc , Restoration Hardware Holdings Inc , Caesarstone Sdot-Yam Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Randgold Resources Ltd ADR , Evergreen Special Invts Cayman , Goldcorp, Inc. , Royal Gold Inc , Agnico Eagle Mines Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Holdings: GAF CORP , Vereinigte Mexikanische 5% , Poland(Rep Of) 4.75% , US Treasury Note , Apple Inc ,
  • Category: World Allocation
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  • Holdings: Union Pacific Corp , Apple Inc , Visa Inc Class A , Monsanto Co , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , First Horizon National Corp , WellCare Health Plans Inc , Vishay Intertechnology Inc , Con-way Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 0.583 Jul 30 23 , Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 2.432 Jul 30 23 , Citi Usd Irs 0.239 May 29 43 , Citi Usd Irs 3.087 May 29 43 , Db Gbp Irs 0.593 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Nektar Therapeutics Inc , Nokia Oyj , Advanced Micro Devices Inc , MorphoSys AG , Tesla Motors Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: LKQ Corp , The Middleby Corp , Fleetcor Technologies, Inc. , Goodyear Tire & Rubber Co , Gulfport Energy Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Emerging Markets VI , State Street Euro Dlr Time Dep State Street Euro Dlr Time De ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Large-Cap Value P , PL Inflation Managed P , PL Comstock P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Pall Corporation , ENN Energy Holdings Ltd , GEA Group AG , Emerson Electric Co , Watts Water Technologies Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Imperial Tobacco Group PLC , British American Tobacco PLC , Microsoft Corp , Intel Corp , Danone ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Waddell & Reed Core Investment Y , Waddell & Reed Vanguard Y , Waddell & Reed Global Bond Y , Waddell & Reed International Gr Y , Waddell & Reed Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Questcor Pharmaceuticals Inc , Aspen Technology Inc , Cavium Inc , Cognex Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , AstraZeneca PLC , Total SA , Shire PLC , AXA SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: General Electric Co , Devon Energy Corp , Microsoft Corp , Apple Inc , Exxon Mobil Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , SPDR Barclays Capital Short Term Corp Bd , Vanguard Short-Term Corp Bd Idx ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , International Business Machines Corp , Willis Group Holdings PLC , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Intel Corp , Occidental Petroleum Corp , National Fuel Gas Co , Microsoft Corp , Dr Pepper Snapple Group Inc ,
  • Category: Large Value
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  • Holdings: Apple Inc , Google Inc Class C , Bristol-Myers Squibb Company , Facebook Inc Class A , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: RIB Software AG , Eurofins Scientific Group SA , SOFTBANK Corp , Constellation Software Inc , Grifols SA ADR ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: SEI Multi-Asset Accumulation A (SIMT) , SEI US Fixed Income A (SIMT) , SEI Large Cap A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI High Yield Bond A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Pioneer International Value Y , Pioneer Global Equity Y , Pioneer Bond Y , Pioneer Mid-Cap Value Y , Pioneer Emerging Markets Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 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 Capital World G/I R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
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Funds From: nccix - Nuveen Symphony Mid-Cap Core I - Mid-Cap Blend to fbitx - American Funds 2050 Trgt Date Retire F-2 - Target Date 2046-2050
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