Funds From: eksbx - Wells Fargo Advantage Divers Inc Bldr B - Conservative Allocation to aapax - American Beacon Retire Inc & Apprec A - Retirement Income


  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Penske Automotive Grp 5.75% , Kraton Polymers Llc / Kraton 6.75% , Rayonier A.M. Prods 144A 5.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Biogen Idec Inc , Canadian Pacific Railway Ltd , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Amazon.com Inc , Cisco Systems Inc , Alibaba Group Holding Ltd ADR , Qualcomm Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Neopost , Assura Group Ord , Spirax-Sarco Engineering PLC , Distribuidora Internacional De Alimentacion SA , Aurelius AG ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , iShares Intermediate Credit Bond ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Coronation Fund Managers Ltd , Naspers Ltd Class N , Neopost , CCL Industries Inc , WuXi PharmaTech (Cayman) Inc ADR ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , Intel Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Under Armour Inc Class A , Apple Inc , Gilead Sciences Inc , Micron Technology Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Short-Term Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , AIA Group Ltd , Tencent Holdings Ltd , Westpac Banking Corp , China Mobile Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: Kinder Morgan, Inc. , Exxon Mobil Corporation , Valero Energy Corp , Royal Dutch Shell PLC ADR Class A , Energen Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Global Income Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Growth Institutional , American Century NT Large Co Val Instl , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Citigroup Inc , JPMorgan Chase & Co , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for COFRX investment picks
  • Holdings: Apple Inc , Comcast Corp Class A , Google Inc , Home Depot Inc , Cadence Design Systems Inc ,
  • Category: Large Growth
Sign-up for us4710213863 investment picks
  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Common Stock I , MainStay Large Cap Growth I , MainStay Indexed Bond I ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Saic Motor Corporation Limited , PC Jeweller Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Google Inc Class C , Amdocs Ltd , Visa Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Altria Group Inc , Johnson & Johnson , Procter & Gamble Co , Microsoft Corp , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Brown & Brown Inc , Parexel International Corp , Berry Plastics Group Inc , iShares Russell 2000 ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Naspers Ltd Class N , Tencent Holdings Ltd , Taiwan Semiconductor Manufacturing Co Ltd , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO Real Return Instl , PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: GNMA CMO 3.2% , US Treasury Note 1.25% , US Treasury Note 1.625% , GNMA CMO 2.17% , FHLMC 3.5% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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Funds From: eksbx - Wells Fargo Advantage Divers Inc Bldr B - Conservative Allocation to aapax - American Beacon Retire Inc & Apprec A - Retirement Income
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