Funds From: gsbtx - Goldman Sachs Sm Cap Val Insights B - Small Value to stsbx - RidgeWorth Short-Term Bond A LW - Short-Term Bond


  • Holdings: Southwest Gas Corp , Symetra Financial Corp , CubeSmart , Commercial Metals Co , Sunstone Hotel Investors Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Valspar Corp , Gorman-Rupp Co , U.S. Bancorp , Wells Fargo & Co , Cedar Fair LP ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI Japan , Novartis AG , Total SA , Vodafone Group PLC , Air Liquide SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: PowerShares Buyback Achievers , Guggenheim S&P 500® Pure Growth , Vanguard Mid-Cap Value ETF , Vanguard Wellesley® Income Admiral™ , Osterweis Strategic Income ,
  • Category: Multialternative
  • Morningstar Rating: 3 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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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Wells Fargo & Co , Pfizer Inc , Apple Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Airlines Group Inc , Keurig Green Mountain Inc , Lear Corp , Actavis PLC , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Dws Cayman Commodity Ii Ltd , B00009381 Irs Usd P F 2.139002 Ccpvanilla , B00009381 Irs Usd R V 03mlibor1 Ccpvanilla , B0009721 Irs Usd P F .96400s00009721 Ccpvanilla , B0009721 Irs Usd R V 03mliborl00009721 Ccpvanilla ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: NewMarket Corp , Microsoft Corp , Google Inc Class A , Novo Nordisk A/S , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Google Inc Class A , AbbVie Inc , Apple Inc , Visa Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Constellation Brands Inc Class A , Schlumberger NV , Exact Sciences Corp , Enbridge Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Emerging Markets Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fiserv Inc , Textron Inc , IHS Inc Class A , CarMax Inc , Pall Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Israel Chemicals Ltd , Check Point Software Technologies Ltd , Perrigo Co PLC , Amdocs Ltd ,
  • Category: Miscellaneous Region
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  • Holdings: US Treasury Bond 3.375% , Guggenheim Strategy I , Ultra Treasury Bond Future Sept14 ,
  • Category: Trading-Inverse Debt
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Measurement Specialties Inc , Jazz Pharmaceuticals PLC , Lam Research Corp , NXP Semiconductors NV , Delphi Automotive PLC ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Schlumberger NV , Electronic Arts Inc , BorgWarner Inc , Directv , Lorillard Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Novartis AG , Novo Nordisk A/S , Anheuser-Busch Inbev SA , Brookfield Asset Management Inc Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager Large Cap Core I , VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager International Eq I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Blackrock Total Return Fund Grw , Blackrock Large Cap Growth Grw , Blackrock Mstr Basic Val Fund Grw , iShares MSCI Japan , iShares US Technology ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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Funds From: gsbtx - Goldman Sachs Sm Cap Val Insights B - Small Value to stsbx - RidgeWorth Short-Term Bond A LW - Short-Term Bond
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