Funds From: camlx - Congress Large Cap Growth R - Large Growth to tfesx - Templeton Instl Foreign Eq Ser Svc - Foreign Large Value


  • Holdings: Apple Inc , Celgene Corp , Walt Disney Co , AmerisourceBergen Corp , Canadian National Railway Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Wells Fargo & Co , Pfizer Inc , ConocoPhillips ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , Vanguard Total Bond Market ETF , Vanguard FTSE Developed Markets ETF , iShares TIPS Bond , SPDR Barclays International Treasury Bd ,
  • Category: Target Date 2000-2010
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  • Holdings: Sunoco Logistics Partners LP , ONEOK Inc , AmTrust Financial Services Inc , Airgas Inc , Ecolab Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Roche Holding AG Dividend Right Cert. , Novartis AG , BP PLC , BHP Billiton Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Wmfs Holdings , Kreditanstalt Fur Wiederaufbau 2% , Credit Agricole S A 144a 144A FRN , Keybank Natl Assn FRN , Pnc Bk N A Pittsburgh Pa FRN ,
  • Category: Managed Futures
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  • Category: Muni Massachusetts
  • Morningstar Rating: 1 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Oppenheimer Developing Markets A , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Lenovo Group Ltd , ICICI Bank Ltd ADR , Teva Pharmaceutical Industries Ltd ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , AIA Group Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Halliburton Co , Covidien PLC , Raytheon Co , Wells Fargo & Co , ConocoPhillips ,
  • Category: Large Value
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  • Holdings: Alerian MLP ETF , Yorkville High Income MLP ETF , SPDR® Wells Fargo Preferred Stock ETF , PowerShares Senior Loan ETF , BlackRock High Yield Bond Instl ,
  • Category: Tactical Allocation
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  • Holdings: Realpage Inc , Select Comfort Corp , Terreno Realty Corp , Camden Property Trust , US Physical Therapy Inc ,
  • Category: Small Growth
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  • Holdings: Simon Property Group Inc , Prologis Inc , Public Storage , Health Care REIT, Inc. , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: Salesforce.com Inc , Cerner Corp , ACE Ltd , ServiceNow Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Mitsui Fudosan Co Ltd , British Land Co PLC , Scentre Group ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Kia Motors Corp , OAO Lukoil ADR , Infosys Ltd ADR , Samsung Electnc Pfd , SK Telecom Co Ltd ADR ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Public Service Enterprise Group Inc , Royal Dutch Shell PLC ADR Class A , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: CGI Group Inc Class A , Teva Pharmaceutical Industries Ltd ADR , Nippon Telegraph & Telephone Corp , Novartis AG , Sanofi ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Remgro Ltd , Unilever PLC , Brilliance China Automotive Holdings Ltd , Tata Consultancy Services Ltd , Itau Unibanco Holding SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Whiting Petroleum Corp , United Rentals Inc , East West Bancorp Inc , American Financial Group Inc , Comerica Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA , US Treasury Note 3.625% , FNMA , US Treasury Note 0.25% , Apple Inc ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
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  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Russell Small Cap Index I , Voya US Bond Index I ,
  • Category: Target Date 2036-2040
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  • Holdings: Microsoft Corp , CommonWealth REIT , Celgene Corp , EOG Resources Inc , DineEquity Inc ,
  • Category: Large Growth
  • 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: 3 Stars
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  • Holdings: Roche Holding AG , Samsung Electronics Co Ltd , Sanofi , Bayer AG , GlaxoSmithKline PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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Funds From: camlx - Congress Large Cap Growth R - Large Growth to tfesx - Templeton Instl Foreign Eq Ser Svc - Foreign Large Value
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