Funds From: fteax - Forward Tactical Enhanced A Load Waived - Long/Short Equity to aegax - AllianzGI U.S. Small-Cap Growth A LW - Small Growth


  • Holdings: SPDR S&P 500 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Holdings: Bank Of China Ltd. H Shares , Agricultural Bank of China Ltd H Shares , Sumitomo Mitsui Trust Holdings Inc , Panasonic Corp , GLP J-REIT ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Sherwin-Williams Co , United Continental Holdings Inc , Mylan Inc , Newell Rubbermaid Inc , Ametek Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: PacWest Bancorp , Stone Energy Corp , DXP Enterprises Inc , Associated Banc-Corp , Targa Resources Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Credit Index Swap - Cdi , Credit Index Swap - Cdi , Simon Property Group Inc , US Treasury TIP , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: HSBC Holdings PLC , Nippon Telegraph & Telephone Corp , Statoil ASA , DBS Group Holdings Ltd , Mitsui & Co Ltd ,
  • Category: Foreign Large Value
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  • Holdings: General Electric Co , Pfizer Inc , Chevron Corp , Procter & Gamble Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Telefonica Deutschland Holding AG , Teekay Offshore Partners LP , Consolidated Communications Inc , Pembina Pipeline Corp , Bouygues ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Shrt-Term Infl-Prot Sec Idx Inv ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: UDG Healthcare PLC , PCCW Ltd , Kaken Pharmaceutical Co., Ltd. , Huabao International Holdings Ltd , Johnson Electric Holdings Ltd ,
  • Category: Foreign Small/Mid Value
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  • Holdings: Williams Companies Inc , Enbridge Inc , Atlantia , Transurban Group , Dominion Resources Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Bond Market Index Instl , Principal LargeCap Growth I Inst , Principal Overseas Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 5 Stars
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  • Holdings: Southwest Airlines Co , Discover Financial Services , Northrop Grumman Corp , Archer-Daniels Midland Co , Ingredion Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Biogen Idec Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Constellation Brands Inc Class A , Apple Inc , Facebook Inc Class A , American Express Co , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Strategic Hotels & Resorts Inc , Simmons First National Corp Class A , Greatbatch Inc , FelCor Lodging Trust Inc , Korn/Ferry International ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Applied Materials Inc , IHS Inc Class A , Wynn Resorts Ltd , Concho Resources Inc , Mylan Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Treehouse Foods Inc , Simpson Manufacturing , Forward Air Corp , Franklin Electric Co , ACI Worldwide Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard REIT Index ETF , Vanguard Total Stock Market ETF , iShares MSCI Emerging Markets , Vanguard FTSE Developed Markets ETF , Vanguard Mid-Cap ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Pacira Pharmaceuticals Inc , Core-Mark Holding Co Inc , Spirit Airlines Inc , Diamondback Energy Inc , Carrizo Oil & Gas Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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Funds From: fteax - Forward Tactical Enhanced A Load Waived - Long/Short Equity to aegax - AllianzGI U.S. Small-Cap Growth A LW - Small Growth
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