Funds From: gglcx - GAMCO Global Opportunity C - World Stock to bsgax - Sterling Capital Short Duration Bon A LW - Short-Term Bond


  • Holdings: Precision Castparts Corp , Schlumberger NV , Roche Holding AG Dividend Right Cert. , Lockheed Martin Corp , CIE FINANCIERE RICHEMONT SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI ACWI , WisdomTree Europe Hedged Equity ETF , Deutsche X-trackers MSCI EAFE Hedged Eq , iShares MSCI EAFE , iShares MSCI Emerging Markets ,
  • Category: Tactical Allocation
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Kinnevik Investment AB Class B , CIE FINANCIERE RICHEMONT SA , SMC Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Casey's General Stores Inc , Clarcor Inc , Steris Corp , Potlatch Corp , Owens & Minor Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Baidu Inc ADR , Housing Development Finance Corp Ltd , Infosys Ltd , Tencent Holdings Ltd , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Nuveen Dividend Value R6 , Nuveen International Growth I , Nuveen Tradewinds International Value I , Nuveen Tactical Market Opportunities I , Nuveen High Yield Municipal Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: LaSalle Hotel Properties , Cracker Barrel Old Country Store Inc , NPS Pharmaceuticals Inc , RLJ Lodging Trust , Moog Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Intuitive Surgical Inc , Electronic Arts Inc , Northern Trust Corp , Fastenal Co , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury TIP , US Treasury Note , US Treasury TIP 1.125% , US Treasury TIP , US Treasury TIP 1.25% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Canadian Pacific Railway Ltd , AIA Group Ltd , Brenntag AG , NGK Spark Plug Co., Ltd. ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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Funds From: gglcx - GAMCO Global Opportunity C - World Stock to bsgax - Sterling Capital Short Duration Bon A LW - Short-Term Bond
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