Funds From: iautx - Invesco Dividend Income A Load Waived - Large Value to oosax - Oppenheimer Senior Floating Rate A LW - Bank Loan


  • Holdings: Lockheed Martin Corp , Kraft Foods Group Inc , Altria Group Inc , Campbell Soup Co , Pepco Holdings Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Holdings: Orion Marine Group Inc , Brookfield Property Partners LP , CDW Corp , Ross Stores Inc , Plantronics ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Cigna Corp , Pfizer Inc , Oracle Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Dryden Core Invt , NYSE/Liffe 2 Year US Treasury Note Future Mar15 , Apple Inc , 5 Year US Treasury Note Future Mar15 , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Hospira Inc , Apple Inc , Align Technology Inc , EMC Corp , Facebook Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: E-Mini S&P 500 , Nabors Industries Ltd , Denbury Resources Inc , Red Hat Inc , The ADT Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: United Therapeutics Corp , Amsurg Corp , Cirrus Logic Inc , Assurant Inc , Ambarella Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury Note 4.625% , Apple Inc , Microsoft Corp , US Treasury TIP , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Acadia Healthcare Co Inc , LKQ Corp , InterXion Holding NV , Red Robin Gourmet Burgers Inc , Sothebys Class A ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , Discover Financial Services , Kinder Morgan, Inc. , Pfizer Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Pandora AS , Apple Inc , Google Inc Class A , Naspers Ltd Class N , Cerner Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Apple Inc , Gilead Sciences Inc , EMC Corp , Great Wall Motor Co Ltd H Shares ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan High Yield R6 , JPMorgan Intrepid International Inst , JPMorgan Realty Income Instl , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Markets Debt R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Templeton Global Total Return R6 , Franklin Growth R6 , Franklin Rising Dividends R6 , Franklin Low Duration Total Return R6 , Franklin Intl Small Cap Growth R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson Controls Inc , Capital Stage AG , Eaton Corp PLC , SunPower Corp , Zumtobel Group AG ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: Torex Gold Resources Inc , Franco-Nevada Corp , Turquoise Hill Resources Ltd , Agnico Eagle Mines Ltd , Detour Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: China Construction Bank Corp H Shares , Tencent Holdings Ltd. , China Mobile Ltd , Bank Of China Ltd. H Shares , China Life Insurance Co Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Staples Inc , Hewlett-Packard Co , Entergy Corp , Cisco Systems Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
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Funds From: iautx - Invesco Dividend Income A Load Waived - Large Value to oosax - Oppenheimer Senior Floating Rate A LW - Bank Loan
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