Funds From: esvax - Eaton Vance Tx-Mgd Small-Cap Value A LW - Small Blend to cgbax - City National Rochdale Govt Bond N - Short Government


  • Holdings: A O Smith Corp , Federated National Holding Co , ConnectOne Bancorp Inc , Saia Inc , Prosperity Bancshares, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Schlumberger NV , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Bright Horizons Family Solutions Inc , Swift Transportation Co , Bunzl PLC , Constant Contact Inc , Bakkafrost P/F ,
  • Category: World Stock
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Japan Aviation Electronics Industry Ltd , Barratt Developments PLC , Duerr AG , Actelion Ltd , Howden Joinery Group PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Tivo Inc , Microsoft Corp , EZCorp Inc , Newmont Mining Corp , Juniper Networks Inc ,
  • Category: Large Blend
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  • Holdings: MFS® Research International R5 , MFS® International Value R5 , MFS® International Growth R5 , MFS® International New Discovery R5 , MFS® Emerging Markets Equity R5 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Bunzl PLC , OBIC Co., Ltd. , Amadeus IT Holding SA , Next PLC , Bellway PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Vivendi SA , Fomento de Constr y Contratas SA , NN Group NV , Sky Deutschland AG Tendered act . , Ambac Financial Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Bunzl PLC , OBIC Co., Ltd. , Amadeus IT Holding SA , Next PLC , Bellway PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Tyson Foods Inc Class A , Andersons Inc , Valero Energy Corp , Suncor Energy Inc , Royal Gold Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds American Mutual R6 , American Funds Income Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Holdings: Actavis PLC , Gartner Inc Class A , Ross Stores Inc , Jones Lang LaSalle Inc , Fleetcor Technologies, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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  • Holdings: American International Group Inc , Salix Pharmaceuticals Ltd , Illumina Inc , DexCom Inc , Samsonite International SA ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , Long Term Euro BTP Future Dec14 , iShares MSCI EAFE , US TREASURY TIP ,
  • Category: Conservative Allocation
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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Funds From: esvax - Eaton Vance Tx-Mgd Small-Cap Value A LW - Small Blend to cgbax - City National Rochdale Govt Bond N - Short Government
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