Funds From: lmyfx - QS Legg Mason Target Retirement 2040 FI - Target Date 2036-2040 to culyx - Calvert Ultra-Short Income Y - Ultrashort Bond


  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , ClearBridge Aggressive Growth IS ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , HSBC Holdings PLC , Total SA , Banco Santander SA , Allianz SE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Liberty Global PLC Class C , Rowan Companies PLC , General Motors Co , Take-Two Interactive Software Inc , Weatherford International Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Vornado Realty Trust , Extra Space Storage Inc , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Aareal Bank AG , Royal UNIBREW , Sanitec Corporation , Wirecard AG , Banca Generali ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Enterprise Products Partners LP , Energy Transfer Equity LP , Plains All American Pipeline LP , Regency Energy Partners LP , Sunoco Logistics Partners ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Skandinaviska Enskilda Banken AB Class A , Nestle SA , Morgan Stanley , Keyence Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Microsoft Corp , Union Pacific Corp , Precision Castparts Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 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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  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Flextronics International Ltd , Timken Co , Fairchild Semiconductor International Inc , PolyOne Corp , Myriad Genetics Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Banco Santander SA , Iliad , Taiwan Semiconductor Manufacturing Co Ltd ADR , Sanofi , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Grand Canyon Education Inc , Cepheid , Beacon Roofing Supply Inc , Portfolio Recovery Associates Inc , Maximus Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy I , E-mini S&P MidCap 400 Index Future Sept14 ,
  • Category: Bear Market
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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Funds From: lmyfx - QS Legg Mason Target Retirement 2040 FI - Target Date 2036-2040 to culyx - Calvert Ultra-Short Income Y - Ultrashort Bond
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