Funds From: pspax - PIMCO StocksPLUS A Load Waived - Large Blend to SYCSX - AMG Systematic Mid Cap Value Service - Mid-Cap Value


  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 0.000 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 0.592 Aug 23 22 , Eur Irs 10yr Receiver (Db) 2.469 Sep 14 21 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Boston Properties Inc , Prologis Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Aspen Technology Inc , Sanderson Farms Inc , Pilgrims Pride Corp , Prosperity Bancshares, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Time Warner Inc , Celgene Corp , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2051+
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  • Holdings: iShares MSCI EAFE , iShares Russell 1000 Value , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , Western Asset Core Bond IS ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Delta Air Lines Inc , Microsoft Corp , Home Depot Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 2000 Value , PolyOne Corp , Esterline Technologies , Cleco Corp , Spectrum Brands Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Valspar Corp , Gorman-Rupp Co , U.S. Bancorp , Wells Fargo & Co , Cedar Fair LP ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , ClearBridge Aggressive Growth IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge Appreciation IS ,
  • Category: Target Date 2041-2045
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  • Holdings: Apple Inc , American Tower Corp , Amazon.com Inc , Equinix Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Osterweis Strategic Income , Arbitrage I , iShares MSCI EMU , iShares Core S&P 500 , InterXion Holding NV ,
  • Category: Multialternative
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE , iShares Russell 1000 Value , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , Western Asset Core Bond IS ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Lear Corp , Keurig Green Mountain Inc , American Airlines Group Inc , F5 Networks Inc , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Boeing Co , Home Depot Inc , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Apple Inc , AbbVie Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® High Yield Pooled , Simon Property Group Inc , US Treasury Note 0.375% , Vornado Realty Trust , US Treasury Note 0.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Actuant Corp Class A , Dawson Geophysical Co , Kennametal Inc , Banco Latinoamericano de Comercio Exterior SA Class E , Centene Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Constellation Brands Inc Class A , Schlumberger NV , Exact Sciences Corp , Enbridge Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Appreciation ETF , Vanguard Intermediate-Term Corp Bd ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP , US TREASURY TIP , US Treasury TIP , iShares S&P GSCI Commodity-Indexed Trust , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Level 3 Communications Inc , BioMed Realty Trust Inc , Atmos Energy Corp , Raymond James Financial Inc , Ameren Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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Funds From: pspax - PIMCO StocksPLUS A Load Waived - Large Blend to SYCSX - AMG Systematic Mid Cap Value Service - Mid-Cap Value
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