Funds From: us41012r6541 - Hancock Horizon Diversified Income C - Tactical Allocation to ltdkx - AllianceBern 2010 Retirement Strat K - Target Date 2000-2010


  • Holdings: Alerian MLP ETF , Yorkville High Income MLP ETF , BlackRock Floating Rate Income Instl , SPDR® Wells Fargo Preferred Stock ETF , BlackRock High Yield Bond Instl ,
  • Category: Tactical Allocation
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR® S&P 500 ETF , Vanguard Total Bond Market ETF , Vanguard FTSE Developed Markets ETF , iShares TIPS Bond , SPDR® Barclays International Trs Bd ETF ,
  • Category: Target Date 2000-2010
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  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Home Depot Inc , MasterCard Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Gentera SAB de CV , Roche Holding AG , Barclays PLC , Isuzu Motors Ltd , Hyundai Motor Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya Multi-Manager Large Cap Core I , Voya Multi-Manager Mid Cap Value I , Voya US Stock Index I , VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager International Eq I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
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  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aabax investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series High Income , Fidelity Advisor® Ser Equity-Income , Fidelity® Series Infl-Prtct Bd Idx ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: CIE FINANCIERE RICHEMONT SA , Schneider Electric SE , Wesco Aircraft Holdings Inc , Kühne & Nagel International AG , Vipshop Holdings Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Hana Financial Group Inc , Gilead Sciences Inc , Samsung Electronics Co Ltd , Amgen Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , Apple Inc , Fed Natl Mort Assc 4% , US Treasury Note 3.25% ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
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  • Holdings: Infosys Ltd ADR , OAO Lukoil ADR , SK Telecom Co Ltd ADR , Taiwan Semiconductor Manufacturing Co Ltd , Kia Motors Corp ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Apple Inc , American Water Works Co Inc , ConocoPhillips , Halliburton Co , American International Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Nippon Telegraph & Telephone Corp , Time Warner Inc , Aryzta AG , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Celgene Corp , Equity Commonwealth , DineEquity Inc , Zebra Technologies Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: ITT Corp , Continental Resources Inc , Discover Financial Services , United Rentals Inc , Air Lease Corp Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Visa Inc Class A , Gilead Sciences Inc , Amazon.com Inc , Las Vegas Sands Corp , Affiliated Managers Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Liberty Media Corporation Class A , EchoStar Corp , Liberty Interactive Corp Class A , DISH Network Corp , Viacom Inc Class B ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: 10yr Mini Jgb Fut Dec14 Xsim 20141210 , Euro-Bund Future Dec14 Xeur 20141208 , Long Gilt Future Dec14 Xlif 20141229 , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Cs Cayman Liquid Managed Futur Mutual Fund ,
  • Category: Managed Futures
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  • Holdings: US Treasury Note , US Treasury TIP , iShares Core MSCI Emerging Markets , US Treasury TIP , US Treasury TIP ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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Funds From: us41012r6541 - Hancock Horizon Diversified Income C - Tactical Allocation to ltdkx - AllianceBern 2010 Retirement Strat K - Target Date 2000-2010
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