Funds From: mcaax - Madison Large Cap Growth A Load Waived - Large Growth to aahtx - American Funds 2045 Trgt Date Retir A LW - Target Date 2041-2045


  • Holdings: Apple Inc , Microsoft Corp , Qualcomm Inc , Oracle Corporation , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Travelers Companies Inc , Chevron Corp , Johnson & Johnson , Microsoft Corp , Procter & Gamble Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Popular Inc , Citigroup Inc , American International Group Inc , Fortress Investment Group LLC Class A , Willis Group Holdings PLC ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Belden Inc , Helen of Troy, Ltd. , Mueller Industries Inc , Charles River Laboratories International Inc , G & K Services Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Loews Corp , CMS Energy Corp , PPL Corp , Westar Energy Inc , Wisconsin Energy Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Willis Group Holdings PLC , Valeant Pharmaceuticals International Inc , Boston Scientific Inc , Cimarex Energy Co , Hub Group Inc Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Targa Resources Corp , Regency Energy Partners LP , ONEOK Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: Nu Skin Enterprises Inc Class A , Portland General Electric Co , Hersha Hospitality Trust , Hawaiian Electric Industries Inc , World Acceptance Corp ,
  • Category: Small Value
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Equity Residential , General Growth Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Income Instl , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Protective Life Corp , Hanover Insurance Group Inc , Microsemi Corp , Brinker International Inc , Associated Banc-Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Altria Group Inc , AbbVie Inc , Lockheed Martin Corp , Johnson & Johnson , CenturyLink Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
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  • Holdings: Dreyfus Global Emerging Markets Y , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Ulta Salon Cosmetics & Fragrances Inc , Lennar Corp , EOG Resources Inc , B/E Aerospace Inc , Cognizant Technology Solutions Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Ann Inc , Westar Energy Inc , LTC Properties Inc , Team Health Holdings Inc , Clarcor Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Sumitomo Mitsui Financial Group Inc , Royal Bank of Scotland Group (The) PLC , Roche Holding AG Dividend Right Cert. , Unilever PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: NXP Semiconductors NV , Koninklijke DSM NV , Check Point Software Technologies Ltd , AIA Group Ltd , BG Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Spirit Airlines Inc , Proofpoint Inc , Ubs Relationship Fds , Asbury Automotive Group Inc , Tower International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds AMCAP R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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Funds From: mcaax - Madison Large Cap Growth A Load Waived - Large Growth to aahtx - American Funds 2045 Trgt Date Retir A LW - Target Date 2041-2045
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