Funds From: us8801962098 - Templeton Foreign A - Foreign Large Value to mcnax - Madison Conservative Allocation A LW - Conservative Allocation


  • Holdings: Samsung Electronics Co Ltd , Total SA , Tesco PLC , Hana Financial Group Inc , BNP Paribas ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Health Care Select Sector SPDR® , Industrial Select Sector SPDR® , Financial Select Sector SPDR® , Consumer Discret Select Sector SPDR® , Materials Select Sector SPDR® ,
  • Category: Long/Short Equity
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  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Holdings: SLM Corp , Sanchez Energy Corp , Rice Energy Inc , Superior Energy Services Inc , Fidelity National Financial Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Hana Financial Group Inc , Microsoft Corp , Samsung Electronics Co Ltd , Roche Holding AG , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , Bristol-Myers Squibb Company , Cubist Pharmaceuticals Inc , Novartis AG ADR , Pfizer Inc ,
  • Category: Health
  • Morningstar Rating: 1 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , American Water Works Co Inc , Halliburton Co , American International Group Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 , SPDR S&P MidCap 400 , Consumer Discret Select Sector SPDR® , Consumer Staples Select Sector SPDR® , Trinity Biotech PLC ADR ,
  • Category: Market Neutral
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Royal Dutch Shell PLC ADR Class B , BP PLC ADR , Novartis AG ADR , HSBC Holdings PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Cempclssf Fund Ltd , At&T 2.4% , Goldman Sachs Grp 5.625% , Compass EMP Ultra Short-Term Fixd Inc I ,
  • Category: Managed Futures
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.88573% , Norway(Kingdom Of) 3.75% , Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Asset Allocation Bond VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Value R6 , Voya Large Cap Growth Portfolio I , Voya International Core I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Thermo Fisher Scientific Inc , JPMorgan Chase & Co , Total SA , Express Scripts ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Cisco Systems Inc , Merck & Co Inc , Citigroup Inc , MetLife Inc , Total SA ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Johnson & Johnson , Gilead Sciences Inc , ConocoPhillips ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Jpn 10y Bond Fut Jun14 , Euro-Bund Fut Jun14 , Us 10yr Note Fut Jun14 , Long Gilt Fut Jun14 , Salient Risk Parity Offs ,
  • Category: Tactical Allocation
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  • Holdings: Madison Core Bond Y , Metropolitan West Total Return Bond I , Madison Large Cap Value Y , Franklin Floating Rate Daily Access Adv , Madison Corporate Bond Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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Funds From: us8801962098 - Templeton Foreign A - Foreign Large Value to mcnax - Madison Conservative Allocation A LW - Conservative Allocation
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