Funds From: neclx - Loomis Sayles Ltd Term Govt and Agency C - Short Government to vfgix - Victory Large Cap Growth I - Large Growth


  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: 90day Euro$ Future 12/14/15 Notional Euro$ 3mo Td , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , 90day Euro$ Futr 09/14/15 Notional Euro$ 3mo Td , 90day Euro$ Future 03/14/16 Notional Euro$ 3mo Td , 5 Year US Treasury Note Future Sept14 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Manning & Napier Pro-Blend Extnd Term I , Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2021-2025
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  • Holdings: Neuberger Berman Socially Rspns Inst , Parnassus Core Equity Institutional , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , BlackRock Global Allocation Instl , Loomis Sayles Global Equity and Income Y , First Eagle Global I , Ivy Asset Strategy I ,
  • Category: World Allocation
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  • Holdings: Gilead Sciences Inc , Priceline Group Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
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  • Holdings: Nestle SA , Danone , Compass Group PLC , Bayer AG , LVMH Moet Hennessy Louis Vuitton SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Bunzl PLC , Croda International PLC , Bellway PLC , Amadeus IT Holding SA , Next PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for TRRJX investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2041-2045
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  • Holdings: Verizon Communications Inc , AT&T Inc , CenturyLink Inc , SBA Communications Corp , T-Mobile US Inc ,
  • Category: Trading-Leveraged Equity
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Digital Corp , United Continental Holdings Inc , Kroger Co , SanDisk Corp , Alexion Pharmaceuticals Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for twavx investment picks
  • Holdings: Actavis PLC , Gartner Inc Class A , Jones Lang LaSalle Inc , PerkinElmer Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for eamcx investment picks
  • Holdings: Priceline Group Inc , Gilead Sciences Inc , Facebook Inc Class A , Celgene Corp , Canadian Pacific Railway Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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Funds From: neclx - Loomis Sayles Ltd Term Govt and Agency C - Short Government to vfgix - Victory Large Cap Growth I - Large Growth
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