Funds From: fltdx - Nuveen Limited Term Municipal Bond A to vicix - Victory Investment Grade Convertible I


  • Category: Muni National Short
  • Morningstar Rating: 4 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: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Synaptics Inc , Lithia Motors Inc Class A , Arrow Electronics Inc , TRW Automotive Holdings Corp , AmerisourceBergen Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , Exxon Mobil Corporation , JPMorgan Chase & Co , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Reis, Inc. , Marchex Inc Class B , 8x8 Inc , Cambrex Corp , Neenah Paper Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
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  • Holdings: Merck & Co Inc , Deere & Co , Digital Realty Trust Inc , MetLife Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Floating Rate Bond , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corp Bd Idx ETF , Vanguard Interm-Tm Corp Bd Idx ETF , PIMCO 0-5 Year High Yld Corp Bd Idx ETF ,
  • Category: World Allocation
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electnc Pfd , Oversea-Chinese Banking Corp Ltd , Jardine Strategic Holdings Ltd , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: FNMA 4.5% , FNMA 3.5% , Wb Cls Ltd Ibqs Mutual Fund , FNMA 4% , FNMA 4% ,
  • Category: Managed Futures
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  • Holdings: Royal Dutch Shell PLC ADR Class B , BP PLC ADR , HSBC Holdings PLC ADR , Novartis AG ADR , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , JPMorgan Chase & Co , Google Inc Class A , Johnson & Johnson ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Novartis AG , British American Tobacco PLC , Samsung Electnc Pfd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Wal-Mart Stores Inc , Johnson & Johnson ,
  • Category: Large Blend
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  • Holdings: Entergy Corp , Eaton Vance Corp , White Mountains Insurance Group Ltd , Markel Corporation , Vectren Corp ,
  • Category: Mid-Cap Value
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  • Holdings: HSBC Holdings PLC , BP PLC , Total SA , AstraZeneca PLC , Roche Holding AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Superior Energy Services Inc , Signature Bank , Affiliated Managers Group Inc , Hanesbrands Inc , Hain Celestial Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Jack Henry & Associates, Inc , ResMed Inc , Idexx Laboratories , Red Hat Inc , Valmont Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Johnson & Johnson , JPMorgan Chase & Co , Chevron Corp , Novartis AG ADR , Packaging Corp of America ,
  • Category: Large Value
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Lupin Ltd , MakeMyTrip Ltd , Wirecard AG , Ipca Laboratories Ltd , Promotora Y Operadora de Infraestructura SAB de CV ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO 1-5 Year US TIPS Index ETF , PIMCO Income Instl , PIMCO Short-Term Instl , PIMCO Real Return Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Cv 3.25% , Gilead Sciences Cv 1.625% , Wells Fargo & Co, San Francisco Ca Pfd , Wellpoint Cv 2.75% , Metlife ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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Funds From: fltdx - Nuveen Limited Term Municipal Bond A to vicix - Victory Investment Grade Convertible I
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