Funds From: wfebx - Wells Fargo Advantage Intl Equity B - Foreign Large Blend to freex - Franklin Real Estate Securities A LW - Real Estate


  • Holdings: BP PLC , Daiwa Securities Co., Ltd. , Zurich Insurance Group AG , Eni SpA , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Lloyds Banking Group PLC , PennyMac Financial Services Inc Class A , Ally Financial Inc , Banco De Chile ADR , Citigroup Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Short-Term Govt Bd Idx ETF , Vanguard Short-Term Corp Bd Idx ETF , Ru30intr Swap , Vanguard Mortgage-Backed Sec Idx ETF , FNMA FRN ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Mini Msci Emg Mkt Jun14 Xnli 20140620 , Samsung Electronics Co Ltd , China Mobile Ltd , OAO Gazprom ADR , KB Financial Group Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Microsoft Corp , Verizon Communications Inc , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI Emerging Markets , iShares MSCI EAFE , WisdomTree Europe Hedged Equity , Global X SuperDividend™ ETF , SPDR Dow Jones Intl Real Estate ,
  • Category: Tactical Allocation
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Sanofi , Lloyds Banking Group PLC , Bayer AG , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: S+p Mid 400 Emini Jun14 Xcme 20140620 , Willis Group Holdings PLC , Cigna Corp , Host Hotels & Resorts Inc , Stanley Black & Decker Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: InterOil Corp , Randgold Resources Ltd ADR , Chimera Investment Corp , Delta Air Lines Inc , United Continental Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: EnLink Midstream Partners LP , Targa Resources Corp , Enterprise Products Partners LP , MarkWest Energy Partners LP , Targa Resources Partners LP ,
  • Category: Energy Limited Partnership
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , First Horizon National Corp , WellCare Health Plans Inc , Vishay Intertechnology Inc , Con-way Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: GAF CORP , Vereinigte Mexikanische 5% , Poland(Rep Of) 4.75% , US Treasury Note , Apple Inc ,
  • Category: World Allocation
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Pacira Pharmaceuticals Inc , Cognex Corp , Akorn Inc , Aspen Technology Inc , CoStar Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , Tesla Motors Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Moog Inc Class A , Chicago Bridge & Iron Company , Quanta Services, Inc. , Carrizo Oil & Gas Inc , Foot Locker Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , Exxon Mobil Corporation , JPMorgan Chase & Co , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , OJSC Magnit , OAO Novatek GDR , Yandex NV , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Google Inc Class A , Verizon Communications Inc , Oracle Corporation ,
  • Category: Large Growth
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  • Holdings: Simon Property Group Inc , Vornado Realty Trust , Prologis Inc , Public Storage , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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Funds From: wfebx - Wells Fargo Advantage Intl Equity B - Foreign Large Blend to freex - Franklin Real Estate Securities A LW - Real Estate
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