Funds From: dmucx - Dreyfus AMT-Free Municipal Bond C to ccstx - Capital Group CA Short-Term Municipal


  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Merger Institutional , BlackRock Global Long/Short Credit Instl , Robeco Boston Partners L/S Rsrch Instl , Avenue Credit Strategies Institutional , Driehaus Active Income ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: AECOM Technology Corp , Viad Corp , Southwest Gas Corp , PNM Resources Inc , Office Depot Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , Procter & Gamble Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Franklin India Growth R6 , Apple Inc , Fugro , Actavis PLC , Reed Elsevier NV ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc , Apple Inc , Avago Technologies Ltd , Amgen Inc , FMC Technologies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Fmpxx , Apple Inc , Hewlett-Packard Co , Boeing Co , JC Penney Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Hartford Total Return Bond Y , Hartford Dividend and Growth Y , Hartford Capital Appreciation Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Greenbrier Companies Inc , Spirit Airlines Inc , Trinet Group Inc , Cepheid , Cvent Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
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  • Holdings: SEI Tax-Managed Large Cap A (SIMT) , SEI International Equity A (SIT) , SEI Tax-Managed Small/Mid Cap A (SIMT) , SEI High Yield Bond A (SIMT) , SEI Emerging Markets Debt A (SIT) ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Credicorp Ltd , China Petroleum & Chemical Corp H Shares , China Yuchai International Ltd , D&L Industries Inc , Banco Santander SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , American Airlines Group Inc , Google Inc , Boeing Co , Amazon.com Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Biogen Idec Inc , Celgene Corp , CVS Health Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya Large Cap Growth Portfolio I , Voya Large Cap Value Portfolio I , Voya International Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Wood Group (John) PLC , Odontoprev SA , Arezzo Industria E Comercio SA , Castrol India Ltd , Clicks Group Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Kohl's Corp , Intel Corp , Microsoft Corp , Northrop Grumman Corp , E I du Pont de Nemours & Company ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Textron Inc , Northern Trust Corp , Lazard Ltd , FirstEnergy Corp , Hospira Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Schlumberger NV , Biogen Idec Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Union Pacific Corp , Macquarie Infrastructure Co LLC , JPMorgan Chase & Co , Time Warner Inc , American Tower Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
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Funds From: dmucx - Dreyfus AMT-Free Municipal Bond C to ccstx - Capital Group CA Short-Term Municipal
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