Funds From: temmx - Templeton Emerging Markets Small Ca A LW - Diversified Emerging Mkts to lgrrx - Loomis Sayles Growth A Load Waived - Large Growth


  • Holdings: Pinar Sut Mamulleri Sanayii AS , Grupo Herdez SAB de CV , Amore Pacific Group , Jiangling Motors Corp Ltd , Uac Of Nigeria PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Holdings: Icahn Enterprises LP , CBOE Holdings Inc , Howard Hughes Corp , Texas Pacific Land Trust , Onex Corp ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Industries Qatar JSC , Ooredoo QSC , OMV Petrom , First Gulf Bank P.J.S.C. , Mtn Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Structured Asset Inv 2005-10 FRN , Algeco Scotsman Global Fin 144A 10.75% , First Franklin Mtg 2005-Ffh3 FRN , Bayview Finl Tr 2006-D FRN , Mariposa Borrower Inc/Merger S 144A 8% ,
  • Category: Multialternative
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  • Holdings: Madison Large Cap Value Y , Schwab Fdmtl US Lg Co Idx , Madison Large Cap Growth Y , Madison Investors Y , Vanguard FTSE All-World ex-US ETF ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Comcast Corp Class A , AT&T Inc , General Electric Co , ConocoPhillips , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Corporate Bond R6 , JPMorgan Inflation Managed Bond R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Holdings: Public Service Enterprise Group Inc , Alexandria Real Estate Equities Inc , Delta Air Lines Inc , KeyCorp , SunTrust Banks Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Dividend Apprec Idx ETF , Vanguard Emerging Markets Stock Idx ETF , Vanguard Information Technology ETF , Vanguard Consumer Staples ETF ,
  • Category: Target Date 2041-2045
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  • Holdings: Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , US Treasury Note 0.75% , Vanguard Emerging Markets Stock Idx ETF , S+p Mid 400 Emini Jun14 Xcme 20140620 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Numericable Group SA , Level 3 Communications Inc , InterXion Holding NV , Valeant Pharmaceuticals International Inc , EchoStar Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Eli Lilly and Co , Apache Corporation , Oracle Corporation , Kroger Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Cisco Systems Inc , Oracle Corporation , Amazon.com Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: temmx - Templeton Emerging Markets Small Ca A LW - Diversified Emerging Mkts to lgrrx - Loomis Sayles Growth A Load Waived - Large Growth
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