Funds From: chicx - Credit Suisse Floating Rate Hi Inc C to tpyax - Touchstone Premium Yield Equity A


  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 0.583 Jul 30 23 , Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 2.432 Jul 30 23 , Citi Usd Irs 0.239 May 29 43 , Citi Usd Irs 3.087 May 29 43 , Db Gbp Irs 0.593 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Osisko Mining Corp , Randgold Resources Ltd ADR , Royal Gold Inc , Tahoe Resources Inc , Franco-Nevada Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Legg Mason Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , Wynn Resorts Ltd , B/E Aerospace Inc , NXP Semiconductors NV , PPG Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: GlaxoSmithKline PLC , Nestle SA , British American Tobacco PLC , Unilever NV DR , Roche Holding AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , China Mobile Ltd , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Carbo Ceramics Inc , StanCorp Financial Group Inc , HSN Inc , Progressive Waste Solutions Ltd , Cash America International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Safaricom Ltd , Estacio Participacoes SA , Kroton Educacional SA , Coronation Fund Managers Ltd , Paradise Co Ltd ,
  • Category: Diversified Emerging Mkts
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Newell Rubbermaid Inc , American Express Co , Texas Instruments Inc , Anheuser-Busch Inbev SA ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Currency
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  • Holdings: iShares 1-3 Year Credit Bond , SPDR Barclays Capital Short Term Corp Bd , PIMCO 0-5 Year High Yld Corp Bd Idx ETF , SPDR BarCap ST High Yield Bond ETF , ALPS RiverFront Strategic Income ,
  • Category: Conservative Allocation
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  • Holdings: Putnam Absolute Return 700 Y , Simon Property Group Inc , iShares MSCI EAFE , Buenos Aires Prov Euro Mtn Be 11.75% , SPDR S&P 500 ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Sumitomo Mitsui Financial Group Inc , Total SA , Mitsubishi UFJ Financial Group Inc , British American Tobacco PLC , GMO US Treasury ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy I , Cfc Multi-Hedged , SPDR S&P 500 , Brookdale Senior Living Inc , Emeritus Corp ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Northern Trust Corp , Microchip Technology Inc , Signature Bank , Varian Medical Systems Inc , Fastenal Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity┬« Small Cap Discovery , SouthernSun Small Cap Investor , PIMCO Small Cap StocksPLUS AR Inst , Walthausen Small Cap Value , Homestead Small Company Stock ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Twenty-First Century Fox Inc Class A , McDonald's Corp , Dollar General Corp , Yum Brands Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Kinder Morgan, Inc. , Intel Corp , Merck & Co Inc , General Electric Co , Williams Companies Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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Funds From: chicx - Credit Suisse Floating Rate Hi Inc C to tpyax - Touchstone Premium Yield Equity A
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