Funds From: bcmax - Sterling Capital Strategic Allc Gr A LW - Aggressive Allocation to sgqax - DWS Global Growth A Load Waived - World Stock


  • Holdings: Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl , Sterling Capital Total Return Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , E-mini NASDAQ 100 Index Future June14 , ArcelorMittal SA ADR , Vale SA ADR , Citrix Systems Inc ,
  • Category: Bear Market
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  • Holdings: Afes Fund Limited Cfc , FNMA 3% , FNMA 3.5% , US Treasury Note 1.625% , FNMA 3.5% ,
  • Category: Managed Futures
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Sanofi , BP PLC , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Lord Abbett Affiliated I , Lord Abbett Fundamental Equity I , Lord Abbett Growth Opportunities I , Lord Abbett Growth Leaders I , Lord Abbett Intl Core Equity I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Irs Brl Zcs R 11.32/Cdi 09/05/13 Boa , Sb Cap Sa 5.499% , Irs Brl Zcs R 12.255/Cdi 12/02/13 Bps , Brazil(Fed Rep Of) 10% , Indonesia (Rep Of) Bd Regs ,
  • Category: Currency
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Sensata Technologies Holding N.V. , Microchip Technology Inc , PVH Corp , Amphenol Corp Class A , Catamaran Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Astellas Pharma Inc , Nestle SA , Gold Bullion , Devon Energy Corp , Berkshire Hathaway Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , POSCO , Petroleo Brasileiro SA Petrobras ADR , Yingde Gases Group Co Ltd , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay S&P 500 Index I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Holdings: Visa Inc Class A , Applied Materials Inc , Juniper Networks Inc , Facebook Inc Class A , Microsoft Corp ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Thor Industries Inc , New Jersey Resources Corporation , NorthWestern Corp , Lithia Motors Inc Class A , Heartland Express Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Jarden Corp , Helmerich & Payne Inc , American Airlines Group Inc , Marvell Technology Group Ltd , Akamai Technologies Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Enterprise Products Partners LP , Plains All American Pipeline LP , Williams Companies Inc , Genesis Energy LP , Buckeye Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: Micron Technology Inc , Actavis PLC , Alliance Data Systems Corp , AmerisourceBergen Corp , Thermo Fisher Scientific Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya US Stock Index I , Voya US Bond Index I , Voya Russell Mid Cap Index I , Voya International Index I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Exxon Mobil Corporation , Gilead Sciences Inc , British American Tobacco PLC ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
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  • Holdings: Temenos Group AG , Altran Technologies , Ashtead Group PLC , Playtech PLC , Ccl Industries Inc Cl B Common Stock Npv ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Anheuser-Busch Inbev SA , MasterCard Inc Class A , Western Digital Corp , Praxair Inc , Alliance Data Systems Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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Funds From: bcmax - Sterling Capital Strategic Allc Gr A LW - Aggressive Allocation to sgqax - DWS Global Growth A Load Waived - World Stock
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