Funds From: mitgx - MFS Massachusetts Investors Tr R1 to sasbx - Wells Fargo Advantage Idx Asst Allo B


  • Holdings: JPMorgan Chase & Co , Danaher Corp , Johnson & Johnson , Pfizer Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Holdings: Lojas Americanas S.A. Pfd Shs , BRF SA , Cia Bras De Distri Pfd , Grupo Televisa SAB ADR , Bank Bradesco Pfd Shs ,
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares 20+ Year Treasury Bond , iShares National AMT-Free Muni Bond , PowerShares DB Commodity Index Tracking , iShares Russell 1000 , PowerShares DB Gold ,
  • Category: Tactical Allocation
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: Mabuchi Motor Co., Ltd. , NTT DoCoMo Inc ADR , Sumitomo Mitsui Trust Holdings Inc , Mitsui Sumitomo Insurance Company, Ltd , Seven & i Holdings Co Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Advance Auto Parts Inc , Equifax Inc , Alkermes PLC , Robert Half International Inc , Genpact Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Core S&P 500 , iShares Russell 1000 Growth , iShares Russell Mid-Cap Growth , iShares Short Treasury Bond , iShares Russell 2000 Value ,
  • Category: Large Blend
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  • Holdings: Irs Brl Zcs R 11.32/Cdi 09/05/13 Boa , Sb Cap Sa 5.499% , Irs Brl Zcs R 12.255/Cdi 12/02/13 Bps , Brazil(Fed Rep Of) 10% , Indonesia (Rep Of) Bd Regs ,
  • Category: Currency
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  • Holdings: International Business Machines Corp , Chevron Corp , ConocoPhillips , U.S. Bancorp , JPMorgan Chase & Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , AstraZeneca PLC , BP PLC , Nippon Telegraph & Telephone Corp , Magna International Inc Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Bank of America Corporation , U.S. Bancorp , Citigroup Inc , Berkshire Hathaway Inc Class B ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Verizon Communications Inc , JPMorgan Chase & Co , Merck & Co Inc , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 , MFS® Mid Cap Value R5 ,
  • Category: Target Date 2021-2025
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , Novartis AG , Total SA , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , Columbia High Yield Bond Z , JPMorgan High Yield Select , HSBC Emerging Markets Debt I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Cree Inc , Aspen Technology Inc , Pentair Ltd ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Pfizer Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: AT&T Inc , Verizon Communications Inc , Vodafone Group PLC , Comcast Corp Class A , BT Group PLC ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Lululemon Athletica, Inc. , EOG Resources Inc , Ensco PLC Class A , Amgen Inc , Herbalife, Ltd. ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Questcor Pharmaceuticals Inc , Aspen Technology Inc , Cavium Inc , Cognex Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Roche Holding AG , Novartis AG , BP PLC , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p 500 Future Jun14 Xcme 20140619 , US Treasury Bond 4.375% , US Treasury Bond 3.75% , US Treasury Bond 4.25% , US Treasury Bond 4.625% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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Funds From: mitgx - MFS Massachusetts Investors Tr R1 to sasbx - Wells Fargo Advantage Idx Asst Allo B
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