Funds From: trxax - Catalyst/MAP Global Total Return In A LW - World Allocation to bsmnx - William Blair Small-Mid Cap Value N - Small Blend


  • Holdings: Wendy's Co Class A , Microsoft Corp , Ingredion Inc , Orkla ASA , Johnson & Johnson ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Qualcomm Inc , Visa Inc Class A , Range Resources Corp , Amazon.com Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Republic Services Inc Class A , Microsoft Corp , Royal Dutch Shell PLC ADR Class A , Ford Motor Co , Dow Chemical Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Seven & i Holdings Co Ltd , NTT DoCoMo Inc ADR , Mabuchi Motor Co., Ltd. , Sumitomo Mitsui Trust Holdings Inc , MS&AD Insurance Group Holdings Inc ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Asbury Automotive Group Inc , Sanchez Energy Corp , Health Net Inc , G-III Apparel Group Ltd , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Equinix Inc , Texas Instruments Inc , Google Inc Class A , Microsoft Corp , Google Inc Class C ,
  • Category: Long/Short Equity
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , S+p500 Emini Fut Jun14 Xcme 20140620 , Citigroup Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: AT&T Inc , Pfizer Inc , Home Depot Inc , Seagate Technology PLC , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class C , Visa Inc Class A , Schlumberger NV , Nestle SA , Lowe's Companies Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Ft (Mauritius) Offshore Invest , Cognizant Technology Solutions Corp Class A ,
  • Category: India Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: NextEra Energy Inc , Edison International , Sempra Energy , ITC Holdings Corp , Northeast Utilities ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Illumina Inc , Cerner Corp , Stericycle Inc , Brown-Forman Corp Class B , LKQ Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for smfax investment picks
  • Holdings: PHI Inc , Omega Protein Corp , Seneca Foods Corp Class A , Healthcare Services Group Inc , P AM Transportation ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Johnson & Johnson , Chevron Corp , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Lorillard Inc , Wells Fargo & Co , General Dynamics Corp , Hasbro Inc , Albemarle Corp ,
  • Category: Large Value
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  • Holdings: A P Møller-Maersk Class B , Accor SA , Koninklijke KPN NV , Metro AG , Direct Line Insurance Group PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
Sign-up for dgcax investment picks
  • Holdings: Google Inc Class A , Comcast Corp Class A , Gilead Sciences Inc , Twenty-First Century Fox Inc Class A , Electronic Arts Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Lehman Brothers Holdings Claim , Spirit Realty Capital Inc , Transocean Ltd , Vodafone Group PLC , Sorenson Communications Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class A , Verizon Communications Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Yes Bank Ltd , Topdanmark , Qualicorp SA , Provident Financial PLC , Hays PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , ClearBridge Aggressive Growth IS ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Itau Unibanco Holding SA ADR , Samsung Electronics Co Ltd , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Cadence Design Systems Inc , Genworth Financial Inc , CMS Energy Corp , American Water Works Co Inc , PolyOne Corp ,
  • Category: Small Blend
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Funds From: trxax - Catalyst/MAP Global Total Return In A LW - World Allocation to bsmnx - William Blair Small-Mid Cap Value N - Small Blend
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