Funds From: aybax - AllianzGI High Yield Bond A - High Yield Bond to awsbx - Invesco Global Core Equity B - World Stock


  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Lg Cap Val Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Vodafone Group PLC , Verizon Communications Inc , SOFTBANK Corp , BT Group PLC , Telecom Italia SpA Rsp ,
  • Category: Communications
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Chipotle Mexican Grill Inc Class A , Williams Companies Inc , American Express Co , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Visa Inc Class A , Google Inc Class C , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , United Tech , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Priceline Group Inc , Eaton Corp PLC ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Citigroup Inc , Weatherford International PLC , JPMorgan Chase & Co , Suncor Energy Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: General Mills Inc , Heineken NV , Campbell Soup Co , Walgreen Co , Royal Dutch Shell PLC Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Anheuser-Busch Inbev SA , Japan Tobacco Inc , Prudential PLC , Shire PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Polaris Industries Inc , Arrow Electronics Inc , United Therapeutics Corp , Gannett Co Inc , Dresser-Rand Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Lockheed Martin Corp , Pepco Holdings Inc , Kraft Foods Group Inc , Altria Group Inc , Total SA ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Ultra Petroleum Corp , International Rectifier , Newalta Corp , Zimmer Holdings Inc , Brookfield Property Partners LP ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Clearwire Comm 144A 8.25% , Mgic Invt Corp Wis Cv 5% , Salesforce Com Cv 0.25% , Wells Fargo & Co, San Francisco Ca Pfd , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 1 Stars
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  • Holdings: Jazz Pharmaceuticals PLC , Cubist Pharmaceuticals Inc , Manhattan Associates Inc , HFF Inc Class A , Greenbrier Companies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Credit Bond , iShares MBS , iShares Intermediate Credit Bond , PowerShares Senior Loan ETF ,
  • Category: Multialternative
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , American Express Co , Sanofi , International Business Machines Corp , Chevron Corp ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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Funds From: aybax - AllianzGI High Yield Bond A - High Yield Bond to awsbx - Invesco Global Core Equity B - World Stock
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