Funds From: fgcsx - Federated Short-Interm Ttl Ret Bd Svc - Short-Term Bond to ppiax - Deutsche Short Duration A Load Waived - Short-Term Bond


  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: HDFC Bank Ltd , Colgate-Palmolive Co , Lupin Ltd , Baidu Inc ADR , British American Tobacco PLC ,
  • Category: Diversified Emerging Mkts
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme (Red) 12/14/15 , 10 Year US Treasury Note Future Dec14 , Erauslt Trs Equity 1ml+45.5 Jpm , Fin Fut Euro$ Cme (Red) 06/13/16 ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: US Treasury Note 1.5% , S+p500 Emini Fut Mar15 Xcme 20150320 , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Us 10yr Note (Cbt)mar15 Xcbt 20150320 , FHLMC 4% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Aud Irs 10y Rec (Clr Bkr Cit-Clrhse Cme) 3.258 Dec 23 24 , Aud Irs 10y Rec (Clr Bkr Cit-Clrhse Cme) 2.740 Dec 23 24 , Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Gbp Irs 10yr Receiver (Jpm) 0.716 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Oracle Corporation , Comcast Corp Class A , Qualcomm Inc , Kansas City Southern Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares MSCI South Korea Capped , iShares China Large-Cap , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Airports Of Thailand PLC Shs Foreign Registered ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Costco Wholesale Corp , Oracle Corporation , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Exxon Mobil Corporation , JPMorgan Chase & Co , Pfizer Inc , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy I ,
  • Category: Bear Market
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New World R6 , American Funds New Economy R6 ,
  • Category: World Stock
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  • Holdings: GMO International Equity IV , GMO Asset Allocation Bond VI , GMO US Equity Allocation VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Mitsubishi Estate Co Ltd , Unibail-Rodamco SE , Sun Hung Kai Properties Ltd , Mitsui Fudosan Co Ltd , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , AvalonBay Communities Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: General Electric Co , Exxon Mobil Corporation , Pfizer Inc , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Skyworks Solutions Inc , Walt Disney Co , Wells Fargo & Co , Kroger Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for RGWBX investment picks
  • Holdings: Spansion Inc Class A , Pericom Semiconductor Corp , Aviv REIT Inc , RLJ Lodging Trust , Vascular Solutions Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for ploax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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Funds From: fgcsx - Federated Short-Interm Ttl Ret Bd Svc - Short-Term Bond to ppiax - Deutsche Short Duration A Load Waived - Short-Term Bond
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