Funds From: QUASX - AllianceBern Small Cap Growth A - Small Growth to pqnbx - AllianzGI NFJ Mid-Cap Value B - Mid-Cap Value


  • Holdings: PolyOne Corp , Akorn Inc , Acadia Healthcare Co Inc , Team Health Holdings Inc , Capella Education Co ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , iShares Core MSCI Emerging Markets , Gilead Sciences Inc , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Micron Technology Inc , Aspen Technology Inc , Alliance Data Systems Corp , Cree Inc , Vertex Pharmaceuticals Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Core MSCI Emerging Markets , Apple Inc , Exxon Mobil Corporation , Gilead Sciences Inc , US Treasury TIP ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Western Digital Corp , Capital One Financial Corp , Citigroup Inc , JPMorgan Chase & Co , SanDisk Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: ADT Corp , General Dynamics Corp , Skyworks Solutions Inc , Devon Energy Corp , Ashland Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: BCE Inc , Wal-Mart Stores Inc , Southern Co , Duke Energy Corporation , CLP Holdings Ltd ,
  • Category: World Stock
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  • Holdings: Simon Property Group Inc , American Tower Corp , Equity Residential , Boston Properties Inc , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 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: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: IHS Inc Class A , Fleetcor Technologies, Inc. , Idex Corp , O'Reilly Automotive Inc , Westinghouse Air Brake Technologies Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for NCTWX investment picks
  • Holdings: Crown Holdings Inc , Schweitzer-Mauduit International, Inc. , RenaissanceRe Holdings Ltd , Teleflex Inc , TCF Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • 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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  • Holdings: Harman International Industries Inc , Red Hat Inc , Steel Dynamics Inc , Diebold Inc , MRC Global Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP , US Treasury Note , iShares Core MSCI Emerging Markets , US Treasury TIP , US Treasury TIP ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: AT&T Inc , MetLife Inc , ConocoPhillips , Ford Motor Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Johnson & Johnson , General Electric Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Holdings: HSBC Holdings PLC , Sanofi , Imperial Tobacco Group PLC , Nippon Telegraph & Telephone Corp , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd , Bank Bradesco ADR , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Southwest Airlines Co , Ingredion Inc , Northrop Grumman Corp , Discover Financial Services , Marathon Oil Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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Funds From: QUASX - AllianceBern Small Cap Growth A - Small Growth to pqnbx - AllianzGI NFJ Mid-Cap Value B - Mid-Cap Value
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