Funds From: ibalx - Transamerica Multi-Mgd Balanced A to qisgx - Federated MDT Small Cap Growth Instl


  • Holdings: Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , US Treasury Note 1.625% , Apple Inc , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Portfolio Recovery Associates Inc , Targa Resources Corp , Integrated Device Technology Inc , Motorcar Parts of America Inc , Pinnacle Foods Inc ,
  • Category: Small Blend
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  • Holdings: Voya US Bond Index I , VY BlackRock Inflation Protected Bond I , Voya US Stock Index I , Voya Russell Mid Cap Index I , Voya Euro STOXX 50® Index I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Core Plus Bond R6 , PowerShares 1-30 Laddered Treasury , Invesco Balanced-Risk Allc R6 , Invesco Diversified Dividend R6 , PowerShares FTSE RAFI Dev Mkts ex-US ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Host Hotels & Resorts Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: MasterCard Inc Class A , Partners Group Holding , Galaxy Entertainment Group Ltd , Catamaran Corp , Gildan Activewear Inc ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Intuit Inc , Chipotle Mexican Grill Inc Class A , Southwest Airlines Co , Michael Kors Holdings Ltd , Ametek Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Alaska Air Group Inc , Westar Energy Inc , Piedmont Office Realty Trust Inc , Fifth Third Bancorp , Retail Properties of America Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Crown Holdings Inc , Schweitzer-Mauduit International, Inc. , RenaissanceRe Holdings Ltd , Entegris Inc , Noble Energy Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Manning & Napier Pro-Blend Cnsrv Term I , Manning & Napier Pro-Blend Mod Term I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Holdings: Colgate-Palmolive Co , Nestle SA , Yum Brands Inc , Abbott Laboratories , HDFC Bank Ltd ,
  • Category: Diversified Emerging Mkts
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Mitsubishi UFJ Financial Group Inc , Nippon Telegraph & Telephone Corp , T&D Holdings Inc , Mitsubishi Estate , KDDI Corp ,
  • Category: Japan Stock
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , EOG Resources Inc , Halliburton Co ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Commodity Strategy R5 , MFS® Global Real Estate R5 , Japan(Govt Of) 1.1% , Japan(Govt Of) 2.1% , Italy(Rep Of) 5.25% ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Union Pacific Corp , Visa Inc Class A , Apple Inc , Monsanto Co , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Limited Maturity R5 , MFS® Research R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Molson Coors Brewing Co , Foot Locker Inc , Hanesbrands Inc , Walt Disney Co , Universal Health Services Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Lithia Motors Inc Class A , PTC Inc , Ultimate Software Group Inc , Ubiquiti Networks Inc , Impax Laboratories Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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Funds From: ibalx - Transamerica Multi-Mgd Balanced A to qisgx - Federated MDT Small Cap Growth Instl
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