Funds From: bcgax - Sterling Capital Strategic Allc Cns A LW - Conservative Allocation to jlehx - JHancock Retire Living through 2025 R5 - Target Date 2021-2025


  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Inst , Sterling Capital Equity Income Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Markel Corporation , Ross Stores Inc , Brookfield Asset Management Inc Class A , Copart Inc , Brown & Brown Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Goldman Sachs Abs Return Tracker Instl , Sx002611 Cds Usd P V 03mevent 2i65bzbn1 , Sx002611 Cds Usd R F 1.00000 2i65bzbn1 , Sx002613 Cds Usd R F 5.00000 2i65brkm1 , Sx002613 Cds Usd P V 03mevent 2i65brkm1 ,
  • Category: Conservative Allocation
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , AT&T Inc , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future Dec14 , MSCI EAFE Index Future Dec14 , Columbia Commodity Strategy I , MSCI Emerging Market Index Future Dec14 , Germany (Federal Republic Of) 0.78921% ,
  • Category: Tactical Allocation
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Health Corp , UnitedHealth Group Inc , Microsoft Corp , Apple Inc , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Oracle Corporation , UnitedHealth Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Integrys Energy Group Inc , Valero Energy Corp , Verizon Communications Inc , DTE Energy Holding Co , Transocean Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR® S&P 500 ETF , Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson ,
  • Category: Long/Short Equity
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  • Holdings: Gold Commodity In Ounces , Microsoft Corp , Oracle Corporation , Intel Corp , Comcast Corp Class A ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Hartford Inflation Plus Y , Hartford Dividend and Growth Y , Hartford World Bond Y , Hartford Total Return Bond Y , Hartford Capital Appreciation Y ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Vodafone Group PLC ADR , E On SE , Mitsubishi Corp , ABB Ltd , Nippon Telegraph & Telephone Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Citigroup Inc , Amazon.com Inc , Morgan Stanley , Mondelez International Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
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  • Holdings: 10yr Mini Jgb Fut Mar15 Xsim 20150310 , Euro-Bund Future Mar15 Xeur 20150306 , Yh5141124 Trs Usd R E Tyh5.Bd.Cbt , Yh5141124 Trs Usd P F .00000 , Long Gilt Future Mar15 Ifll 20150327 ,
  • Category: Managed Futures
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Southwest Airlines Co , Intuit Inc , O'Reilly Automotive Inc , Skyworks Solutions Inc , Kroger Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Svenska Handelsbanken Class A , Perrigo Co PLC , SABMiller PLC , Grifols SA Class A , Fresenius Medical Care AG & Co. KGaA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Manning & Napier Core Plus Bond I , Manning & Napier Dividend Focus I , Manning & Napier Equity Income I , Manning & Napier Real Estate I , Manning & Napier High Yield Bond I ,
  • Category: Conservative Allocation
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  • Holdings: Dreyfus/Newton International Equity Y , Dreyfus International Stock Y , Dreyfus International Eq I , Dreyfus International Value I , Dreyfus Emerging Markets Y ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Lorillard Inc , Altria Group Inc , Raytheon Co , Reynolds American Inc , MGM Resorts International ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 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 Alpha Opportunities NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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Funds From: bcgax - Sterling Capital Strategic Allc Cns A LW - Conservative Allocation to jlehx - JHancock Retire Living through 2025 R5 - Target Date 2021-2025
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