Funds From: iosax - Voya Global Bond Port A - World Bond to frrax - Franklin Real Return A - Inflation-Protected Bond


  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , BP PLC , Tyson Foods Inc Class A ,
  • Category: World Allocation
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Emerging Markets VI , State Street Euro Dlr Time Dep State Street Euro Dlr Time De ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Pimco Cayman Cmdty Fd Ltd Instl , US Treasury TIP 1.25% , US Treasury TIP , US TREASURY TIP , 5 Year US Treasury Note Future Sept14 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Hon Hai Precision Ind Co Ltd , Itau Unibanco Holding SA ADR , PetroChina Co Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl , Goldman Sachs Large Cap Value Instl ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Johnson & Johnson , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Keurig Green Mountain Inc , Ingredion Inc , Keurig Green Mountain Inc , Nu Skin Enterprises Inc Class A , Myriad Genetics Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: OJSC PhosAgro GDR , Tupy SA , Wonik IPS Co Ltd , Astaldi , Goodbaby International Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Citigroup Inc , Express Scripts , Edwards Lifesciences Corp , CBS Corp Class B , Apple Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , Google Inc Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Johnson & Johnson , Roche Holding AG Dividend Right Cert. , Cardinal Health Inc , Novartis AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
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  • Holdings: HSBC Holdings PLC , Roche Holding AG Dividend Right Cert. , BP PLC ADR , Commonwealth Bank of Australia , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Micron Tech Cv 2.125% , Intel Cv 3.25% , CU Cv 1.875% , Bk Amer Pfd , Gilead Sciences Cv 1.625% ,
  • Category: Convertibles
  • Morningstar Rating: 5 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Mitsubishi UFJ Financial Group Inc , Toyota Motor Corp , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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Funds From: iosax - Voya Global Bond Port A - World Bond to frrax - Franklin Real Return A - Inflation-Protected Bond
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