Funds From: MTJKX - Manning & Napier Target 2015 K - Target Date 2011-2015 to eaamx - Eaton Vance Multi-Strategy All Mkt A LW - World Allocation


  • Holdings: Manning & Napier Pro-Blend Mod Term I , Manning & Napier Pro-Blend Extnd Term I ,
  • Category: Target Date 2011-2015
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  • Holdings: Invesco Diversified Dividend R6 , PowerShares FTSE RAFI Dev Mkts ex-US ETF , Invesco International Growth R6 , Invesco Balanced-Risk Allc R6 , Invesco Developing Markets R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Merck & Co Inc , British American Tobacco PLC , Intel Corp , International Paper Co , Roche Holding AG Dividend Right Cert. ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Wintrust Financial Corp , Iberiabank Corp , Portland General Electric Co , Firstmerit Corp , Triumph Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , Actavis PLC , McKesson Corp , Medtronic Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.75% , Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , US Treasury Note 1.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for obmix investment picks
  • Holdings: Anheuser-Busch Inbev SA , Mitsubishi UFJ Financial Group Inc , Taiwan Semiconductor Manufacturing Co Ltd , British American Tobacco PLC , UBS AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Total SA , ING Groep N.V. , Nippon Telegraph & Telephone Corp , Royal Dutch Shell PLC Class B ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: CU Cv 1.875% , Rambus Inc Del Cv 1.125% , Scorpio Tankers 144A Cv 2.375% , Depomed Cv 2.5% , Acorda Therapeutics Cv 1.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Facebook Inc Class A , MasterCard Inc Class A , Tencent Holdings Ltd , Biogen Idec Inc , Bristol-Myers Squibb Company ,
  • Category: World Stock
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  • Holdings: Guggenheim Strategy I , E-mini S&P MidCap 400 Index Future Dec14 , Brswap , Skyworks Solutions Inc , Equinix Inc ,
  • Category: Trading-Leveraged Equity
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Tencent Holdings Ltd , Canadian Pacific Railway Ltd , Roche Holding AG Dividend Right Cert. , Industria De Diseno Textil SA , Alibaba Group Holding Ltd ADR ,
  • Category: Foreign Large Growth
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  • Holdings: Mobileye N.V. , HD Supply Holdings Inc , Acuity Brands Inc , Tyler Technologies Inc , Landstar System Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Alaska Air Group Inc , Westar Energy Inc , Piedmont Office Realty Trust Inc , Synopsys Inc , Retail Properties of America Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Idacorp Inc , Southwest Gas Corp , Empire District Electric Co , Deluxe Corp , Sanmina Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , Eaton Corp PLC , Total SA , Pfizer Inc , BT Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 5 Stars
Sign-up for kifax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Eaton Vance Floating Rate A , Eaton Vance Glbl Macro Abs Ret Advtg A , Eaton Vance Hexavest Global Equity I , Parametric Market Neutral C , Msam Completion Portfolio ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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Funds From: MTJKX - Manning & Napier Target 2015 K - Target Date 2011-2015 to eaamx - Eaton Vance Multi-Strategy All Mkt A LW - World Allocation
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