Funds From: dvfyx - Davis Financial Y to eseix - Eaton Vance Atlanta Capital Sel Eq I


  • Holdings: American Express Co , Wells Fargo & Co , Bank of New York Mellon Corp , Markel Corporation , American International Group Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Russell 1000 Index T , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares International Dev Rel Est ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA International Small Cap Value I , BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Intuit Inc , Alexion Pharmaceuticals Inc , Macy's Inc , Delphi Automotive PLC , Chipotle Mexican Grill Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 1.1% , KDDI Corp , Japan(Govt Of) 2.1% , Johnson & Johnson , Italy(Rep Of) 3.75% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Bucher Industries AG , Voest-Alpine AG , Leoni AG , Georg Fischer AG , Pegatron Corp ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , American Campus Communities Inc , Extra Space Storage Inc , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl , Nationwide Portfolio Complt Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , JPMorgan Chase & Co , Pfizer Inc , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: GuideStone Funds Defensv Mkt Strats Inv , GuideStone Funds International Eq Inv , GuideStone Funds Growth Equity Investor , GuideStone Funds Value Equity Investor , GuideStone Funds Medium-Duration Bd Inv ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Russell 1000 Index T , BlackRock Bond Index Investor A , iShares Core MSCI Total Intl Stk , Blackrock ACWI Ex-US Index Investor A , iShares International Dev Rel Est ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: MSCI EAFE Index Future June14 , Nestle SA , Roche Holding AG , Novartis AG , MSCI Emerging Market Index Future June14 ,
  • Category: Foreign Large Blend
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Las Vegas Sands Corp , Apple Inc , MasterCard Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , AviChina Industry & Technology Co Ltd H Shares , China State Construction International Holdings Ltd , Sinotrans Ltd H Shares , Chongqing Changan Automobile Co Ltd ,
  • Category: China Region
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Chubb Corp , Royal Dutch Shell PLC ADR Class A , General Dynamics Corp , Bank of New York Mellon Corp , Murphy Oil Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Tesla Motors Inc , ServiceNow Inc , SanDisk Corp , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for drgtx investment picks
  • Holdings: TIAA-CREF Bond Plus Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for titrx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for jljox investment picks
  • Holdings: Forward Commodity Long/Short Strategy (Cayman) Fund, Ltd. , US Treasury Note 0.875% , US Treasury Note 0.75% , US Treasury Note 0.75% , FNMA 1.375% ,
  • Category: Managed Futures
  • Morningstar Rating: 2 Stars
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  • Holdings: Markel Corporation , TJX Companies , Wal-Mart Stores Inc , Berkshire Hathaway Inc Class B , Covidien PLC ,
  • Category: Large Growth
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Funds From: dvfyx - Davis Financial Y to eseix - Eaton Vance Atlanta Capital Sel Eq I
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