Funds From: f00000ll3n - Putnam RetirementReady 2055 A - Target Date 2051+ to oheax - Vivaldi Orinda Hedged Equity A LW - Long/Short Equity


  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Wal-Mart Stores Inc , American Capital Agency Corp , Southern Co , BCE Inc , Duke Energy Corporation ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: BOC Hong Kong Holdings Ltd , Swiss Re AG , Union Pacific Corp , AbbVie Inc , Pfizer Inc ,
  • Category: World Stock
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  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: Brunswick Corp , Texas Roadhouse Inc , Express, Inc. , Horace Mann Educators , UIL Holdings Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Alliance Bancorp , Health Net Inc , WellCare Health Plans Inc , PrivateBancorp Inc , DSW Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Micron Tech Cv 3% , Intel Cv 3.25% , Sandisk Cv 0.5% , Salesforce Com Cv 0.25% , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Holdings: United Continental Holdings Inc , Sherwin-Williams Co , Ametek Inc , The Hershey Co , Advance Auto Parts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Actavis PLC , Exxon Mobil Corporation , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: First Citizens BancShares Inc (DE) Class A , Kadant Inc , Mueller Industries Inc , Simpson Manufacturing , Treehouse Foods Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note , Eaton Vance Cash Reserves Fund, Llc, 0.14% , US Treasury Note 0.25% , Armor Re, Ltd., 4.015% , U.S. Treasury Notes: 1.375% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Watsco Inc , Portland General Electric Co , Marriott Vacations Worldwide Corp , Manhattan Associates Inc , PacWest Bancorp ,
  • Category: Small Blend
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  • Category: Muni Minnesota
  • Morningstar Rating: 1 Stars
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  • Holdings: Total SA , Cisco Systems Inc , Swiss Re AG , Siemens AG , SK Telecom Co Ltd ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: PacWest Bancorp , Russell 2000 Index Mini TIC , Global Payments Inc , Bank of the Ozarks Inc , Huntington Bancshares Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: NTT DoCoMo Inc ADR , Shiseido Co Ltd , Nippon Telegraph & Telephone Corp ADR , Mabuchi Motor Co., Ltd. , MS&AD Insurance Group Holdings Inc ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note , US Treasury Note 0.375% , US Treasury Note 0.375% , US Treasury Note 0.375% , US Treasury Note 1.375% ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
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  • Holdings: Home Depot Inc , Travelers Companies Inc , AT&T Inc , International Business Machines Corp , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Schlumberger NV , Weatherford International PLC , Canadian National Railway Co , Tenaris SA ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Bristol-Myers Squibb Company , Microsoft Corp , BlackRock Inc , AstraZeneca PLC , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Home Depot Inc , Gilead Sciences Inc , MasterCard Inc Class A , Affiliated Managers Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 1000 Value , Blackhawk Network Holdings Inc Class B , United Parcel Service Inc (UPS) Class B , Signature Bank , Novartis AG ADR ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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Funds From: f00000ll3n - Putnam RetirementReady 2055 A - Target Date 2051+ to oheax - Vivaldi Orinda Hedged Equity A LW - Long/Short Equity
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