Funds From: sqbax - Saratoga Investment Quality Bond A LW - Intermediate-Term Bond to gipax - Goldman Sachs Balanced Strat A LW - World Allocation


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Continental AG , Deutsche Post AG , Fidelity Treasury Fnd 695 Fnd 695 , Royal Philips NV , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Sun Hung Kai Properties Ltd , Mitsubishi Estate , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Westfield Group ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Itau Unibanco Holding SA ADR , Ambev SA ADR , Bank Bradesco ADR , Vale SA ADR , BB Seguridade Participacoes SA ,
  • Category: Latin America Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: GOLD BULLION , Galaxy Entertainment Group Ltd , Sands China Ltd , Wynn Resorts Ltd , AIA Group Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Liberty Ventures Class A , Jarden Corp , LinkedIn Corp Class A , Schibsted ASA , Dunkin Brands Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Epoch US All Cap I , MainStay ICAP International I , MainStay Common Stock I , iShares Russell 2000 , MainStay Large Cap Growth I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 1 Stars
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  • Holdings: Aspen Technology Inc , Manhattan Associates Inc , Synaptics Inc , Align Technology Inc , Spirit Airlines Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 4.25% , Peru Rep 9.91% , Serbia Treasury Bond, 10.00% Rsd , Romania(Rep Of) 5.75% , Sri Lanka Government Bond, 8.50% Lkr ,
  • Category: Currency
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Exxon Mobil Corporation , Chevron Corp , Merck & Co Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Cheniere Energy Inc , Chicago Bridge & Iron Company , Valero Energy Corp , Magellan Midstream Partners, L.P. , Helmerich & Payne Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Cigna Corp , Delta Air Lines Inc , Humana Inc , Southwest Airlines Co , Western Digital Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electronics Co Ltd , Japan Tobacco Inc , Crown Resorts Ltd , Ezion Holdings Ltd , Kakaku.com Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 1 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Lg Cap Val Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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Funds From: sqbax - Saratoga Investment Quality Bond A LW - Intermediate-Term Bond to gipax - Goldman Sachs Balanced Strat A LW - World Allocation
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