Funds From: dgvcx - Davis Government Bond C - Short Government to lmfsx - QS Legg Mason Target Retirement 2015 IS - Target Date 2011-2015


  • Category: Short Government
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Lojas Americanas S.A. Pfd Shs , BRF SA , Cia Bras De Distri Pfd , Grupo Televisa SAB ADR , Bank Bradesco Pfd Shs ,
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Trimble Navigation Ltd , Williams-Sonoma Inc , Cimarex Energy Co , Whirlpool Corp , Tenneco Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity Advisor® International Discv I , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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  • Holdings: American Tower Corp , TransCanada Corp , National Grid PLC , Enbridge Inc , Spectra Energy Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Pfizer Inc , General Electric Co , Exxon Mobil Corporation , Bank of America Corporation , Time Warner Inc ,
  • Category: Large Value
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  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor International Institutional , Harbor Real Return Instl , Harbor Unconstrained Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Webster Financial Corp , Raymond James Financial Inc , Atmos Energy Corp , Cimarex Energy Co , Regions Financial Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Molina Healthcare Inc , Providence Service Corp , Centene Corp , Impax Laboratories Inc , Tenneco Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p 500 Future Jun14 Xcme 20140619 , Apple Inc , US Treasury Note 0.875% , US Treasury Bond 4.5% , Exxon Mobil Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: British American Tobacco PLC , UGI Corp , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: BT Group PLC , Sap AG , Syngenta AG , Roche Holding AG , Aalberts Industries NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.88573% , Norway(Kingdom Of) 3.75% , Alliancebernstein Cayman Global Risk Allocation Mutual Funds , US Treasury TIP ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , Tencent Holdings Ltd. , Housing Development Finance Corp Ltd , OAO Novatek GDR , Yandex NV ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: EOG Resources Inc , Oasis Petroleum Inc , VeriSign, Inc. , Michael Kors Holdings Ltd , Boeing Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Cubist Pharmaceuticals Inc , Aspen Technology Inc , NCR Corp , Oceaneering International , Idex Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , General Electric Co , Apple Inc , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Merck & Co Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Legg Mason Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2011-2015
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Funds From: dgvcx - Davis Government Bond C - Short Government to lmfsx - QS Legg Mason Target Retirement 2015 IS - Target Date 2011-2015
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