Funds From: svmax - RidgeWorth Moderate Allocation Strat A - Moderate Allocation to PWWIX - PIMCO Wldwd Fdmtl Advtg AR Strat Instl - Market Neutral


  • Holdings: RidgeWorth Total Return Bond I , RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , iShares Core US Aggregate Bond , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Boston Properties Inc , AvalonBay Communities Inc , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Credit Agricole S A 144a 144A FRN , Keybank Natl Assn FRN , Pnc Bk N A Pittsburgh Pa FRN , Barclays Bk FRN , Volkswagen Intl Fin 144A FRN ,
  • Category: Managed Futures
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  • Holdings: RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , RidgeWorth Total Return Bond I , RidgeWorth Mid-Cap Value Equity I , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp , Aryzta AG , Apple Inc , Time Warner Inc , CGI Group Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Forward International Dividend Instl , Forward Select EM Dividend Institutional , Forward Investment Grade Fxd-Inc Z , Forward Total MarketPlus Z , Forward Frontier Strategy Z ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Kia Motors Corp , Samsung Electnc Pfd , OAO Lukoil ADR , Sberbank Of Russia ADR , Infosys Ltd ADR ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Microsoft Corp , American International Group Inc , JPMorgan Chase & Co , UnitedHealth Group Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: 10yr Mini Jgb Fut Sep14 Xsim 20140909 , Euro-Bund Future Sep14 Xeur 20140908 , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , Long Gilt Future Sep14 Xlif 20140926 , Ftse 100 Idx Fut Sep14 Xlif 20140919 ,
  • Category: Managed Futures
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Franco-Nevada Corp , Power Finance Corp Ltd , State Bank of India , Larsen & Toubro Ltd , Randgold Resources Ltd ADR ,
  • Category: Foreign Large Growth
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: United Rentals Inc , Air Lease Corp Class A , ITT Corp , Hanesbrands Inc , MGM Resorts International ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: United Bank Ltd , Brilliance China Automotive Holdings Ltd , Infosys Ltd ADR , Remgro Ltd , Unilever PLC ,
  • Category: Diversified Emerging Mkts
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Euro BUND Future June14 , E-mini S&P 500 Index Future June14 , Aqr Risk Parity Ii Mv Off ,
  • Category: Tactical Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Liberty Media Corporation Class A , Liberty Interactive Corp Class A , EchoStar Corp , Google Inc Class A , Viacom Inc Class B ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Racnlgt Trs Equity 1ml+48 *Bullet* Boa , Racnlgt Trs Equity 1ml+48 *Bullet* Boa , Racnsgt Trs Equity 1ml+13 *Bullet* Boa , Racnsgt Trs Equity 1ml+13 *Bullet* Boa , Racnsgt Trs Equity 1ml+13 Boa ,
  • Category: Market Neutral
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Funds From: svmax - RidgeWorth Moderate Allocation Strat A - Moderate Allocation to PWWIX - PIMCO Wldwd Fdmtl Advtg AR Strat Instl - Market Neutral
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