Funds From: rgrox - JHancock Select Growth A to dihsx - Transamerica Instl Asst Allc ShtInt Hrzn


  • Holdings: Anthem Inc , Altria Group Inc , First Republic Bank , Harley-Davidson Inc , Fairfax Financial Holdings Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Bear Market
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  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Sumitomo Mitsui Financial Group Inc , HSBC Holdings PLC , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: LaSalle Hotel Properties , Western Refining Inc , Korn/Ferry International , KAR Auction Services Inc , Dana Holding Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc ,
  • Category: Trading-Leveraged Equity
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Naspers Ltd Class N , Mtn Group Ltd , OAO Gazprom ADR , OAO Lukoil ADR , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO Total Return Instl , Lord Abbett Core Fixed Income I , T. Rowe Price New Income , Metropolitan West Total Return Bond I , Janus Flexible Bond I ,
  • Category: Conservative Allocation
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  • Holdings: Bajaj Finance Ltd , Latchways PLC , Pico Far East Holdings Ltd , VZ Holding AG , Consort Medical PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Erie Indemnity Co Class A , E-L Financial Corp Ltd , Markel Corporation , Alleghany Corp , AllianceBernstein Holding L.P. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Apple Inc , iShares Core MSCI Emerging Markets , CVS Health Corp , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 1.25% , US Treasury Note 1% , US Treasury Note 0.75% , US Treasury Note 0.75% , Sweden(Kingdom Of) 3% ,
  • Category: Currency
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank Of China Ltd. H Shares , Taiwan Semiconductor Manufacturing Co Ltd ADR , Baidu Inc ADR , Itau Unibanco Holding SA ADR , SK Hynix Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Jardine Strategic Holdings Ltd , Swire Pacific Ltd Class B , AIA Group Ltd , HSBC Holdings PLC , MTR Corp Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Verizon Communications Inc , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , Actavis PLC , Qualcomm Inc , EMC Corp , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Incyte Corp Ltd , Netflix Inc , Domino's Pizza Inc , AA PLC , Triquint Semiconductor ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Vasco Data Security International Inc , Amkor Technology Inc , Methode Electronics Inc Class A , StanCorp Financial Group Inc , Dice Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
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  • Holdings: Russell 2000 Index Mini TIC , Puma Biotechnology Inc , WEX Inc , Isis Pharmaceuticals , Ultimate Software Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Basic Value LLC , BlackRock Master Large Cap Growth Port , BlackRock EuroFund Instl , BlackRock Equity Dividend Instl , BlackRock Capital Appreciation BlackRock ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Transamerica Partners Core Bond , Transamerica Partners High Quality Bond , Transamerica Partners IPS , Transamerica Partners Large Growth , Transamerica Partners Large Value ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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Funds From: rgrox - JHancock Select Growth A to dihsx - Transamerica Instl Asst Allc ShtInt Hrzn
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