Funds From: ntjax - Nuveen Tradewinds Japan A Load Waived to bgfax - UBS Asset Growth A


  • Holdings: Mabuchi Motor Co., Ltd. , Shiseido Co Ltd , NTT DoCoMo Inc ADR , Seven & i Holdings Co Ltd , Nippon Telegraph & Telephone Corp ADR ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan High Yield R6 , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Mkts Eq R6 , JPMorgan Emerging Markets Debt R6 , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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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: US Treasury Note 0.375% , US Treasury Note 0.25% , US Treasury Note 0.375% , Wells Fargo & Co , Oracle Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Bank of America Corporation , U.S. Bancorp , Citigroup Inc , Capital One Financial Corp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Schlumberger NV , Starwood Hotels & Resorts Worldwide Inc , Google Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Schlumberger NV , Merck & Co Inc , Devon Energy Corp ,
  • 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: 3 Stars
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  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Value R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Mid Cap Value R5 ,
  • Category: Target Date 2021-2025
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHFunds2 Active Bond NAV , JHFunds2 Blue Chip Growth NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Total SA , Novartis AG , Roche Holding AG , 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: Taiwan Semiconductor Manufacturing Co Ltd , Pandora AS , Constellation Software Inc , Schlumberger NV , Novo Nordisk A/S ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Wells Fargo & Co , Berkshire Hathaway Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p 500 Future Sep14 Xcme 20140918 , Us Long Bond(Cbt) Sep14 Xcbt 20140919 , US Treasury Bond 4.375% , US Treasury Bond 3.75% , US Treasury Bond 4.25% ,
  • Category: Aggressive Allocation
  • 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: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Holdings: Princeton Futures Strategy Spc , Crabel , US Treasury Note 1.375% , US Treasury Note 2.5% , US Treasury Note 0.25% ,
  • Category: Managed Futures
  • Morningstar Rating: 2 Stars
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  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: Keurig Green Mountain Inc , Salix Pharmaceuticals Ltd , Apple Inc , Actavis PLC , Jazz Pharmaceuticals PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Exxon Mobil Corporation , Pfizer Inc , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Ingram Micro Inc Class A , Tech Data Corp , URS Corp , Health Net Inc , AECOM Technology Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: EURO STOXX 50 Index Future June14 , E-mini S&P 500 Index Future June14 , Ubs Relationship Fds , MSCI Emerging Market Index Future June14 , FTSE 100 Index (New Style) Future June14 ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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Funds From: ntjax - Nuveen Tradewinds Japan A Load Waived to bgfax - UBS Asset Growth A
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