Funds From: emaax - Gabelli Entpr Mergers & Acquisition A LW - Mid-Cap Blend to medax - MFS Emerging Markets Debt A LW - Emerging Markets Bond


  • Holdings: Protective Life Corp , TRW Automotive Holdings Corp , Dresser-Rand Group Inc , Concur Technologies Inc , Safeway Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , HSBC Holdings PLC , Banco Santander SA , Total SA , Allianz SE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Franco-Nevada Corp , Randgold Resources Ltd ADR , Agnico Eagle Mines Ltd , Fresnillo PLC , Goldcorp Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , PepsiCo Inc , Microsoft Corp , 3M Co , Abbott Laboratories ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Nuveen Dividend Value R6 , Nuveen Tactical Market Opportunities I , Nuveen International Growth I , Nuveen Tradewinds International Value I , Nuveen High Yield Municipal Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: National Fuel Gas Co , NextEra Energy Inc , Energy Transfer Equity LP , Edison International , Southwest Gas Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Precision Castparts Corp , Schlumberger NV , Roche Holding AG Dividend Right Cert. , Lockheed Martin Corp , CIE FINANCIERE RICHEMONT SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , American International Group Inc , Procter & Gamble Co , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Itau Unibanco Holding SA ADR , Samsung Electronics Co Ltd , Cemex SAB de CV ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Kinnevik Investment AB Class B , CIE FINANCIERE RICHEMONT SA , SMC Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Casey's General Stores Inc , Abbott Laboratories , Plains GP Holdings LP Class A , Irish Continental Group PLC , Oceanfirst Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Home Depot Inc , Walt Disney Co , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Apple Inc , Facebook Inc Class A , AbbVie Inc , Yahoo! Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI ACWI ex US , Technology Select Sector SPDR® ETF , Vereinigte Mexikanische 6.5% , Market Vectors® High-Yield Municipal ETF , iShares Mortgage Real Estate Capped ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Income Instl , PIMCO Real Return Instl , PIMCO 1-5 Year U.S. TIPS ETF , AllianzGI US Managed Volatility Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , AbbVie Inc , Verizon Communications Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , US Treasury TIP , Dwrtft Trs Equity 1ml+32 Gst , Dwrtft Trs Equity 1ml+36 Brc , Dwrtft Trs Equity 1ml+28 Jpm ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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Funds From: emaax - Gabelli Entpr Mergers & Acquisition A LW - Mid-Cap Blend to medax - MFS Emerging Markets Debt A LW - Emerging Markets Bond
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