Funds From: rtsax - Russell Tax-Managed US Mid & Sm Cap A LW to slatx - Strategic Latin America A Load Waived


  • Holdings: VCA Inc , Akorn Inc , Hanover Insurance Group Inc , Casey's General Stores Inc , Kirby Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Honeywell International Inc , Oracle Corporation , Microsoft Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Pimco Cayman Commodity Fund Iii Ltd , 10 Year US Treasury Note Future Dec14 , France (Govt Of) Oate I/L , Euro BOBL Future Dec14 , US Treasury TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: HSBC Holdings PLC , AstraZeneca PLC , BP PLC , Total SA , Compagnie de Saint-Gobain ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Exxon Mobil Corporation , Royal Dutch Shell PLC Class A , Enbridge Inc , US Treasury TIP , Chevron Corp ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: 5 Year US Treasury Note Future Mar15 , Credit Default Swap Cdx.Em.22 , PowerShares Senior Loan ETF , US Treasury Note , Total Return Swap Bcly Us Agg Tot Index ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Ubs Relationship Fds , Check Point Software Technologies Ltd , Comcast Corp Class A , Citigroup Inc , Morgan Stanley ,
  • Category: Market Neutral
  • Morningstar Rating: 5 Stars
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  • Holdings: Delta Air Lines Inc , Actavis PLC , CVS Health Corp , Micron Technology Inc , SanDisk Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Baidu Inc ADR , Samsung Electronics Co Ltd , Reliance Industries Ltd ADR , SK Telecom Co Ltd ADR , Tim Participacoes SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Cayman Commodity Fund Iii H , US Treasury Note , US Treasury Note , US Treasury Note , PowerShares DB Gold ETF ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
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  • Holdings: Invesco Cayman Commodity Fund Iii H , US Treasury Note , US Treasury Note , US Treasury Note , PowerShares DB Gold ETF ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.375% , Wells Fargo & Co , Pfizer Inc , US Treasury Note 2.75% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.375% , Wells Fargo & Co , Pfizer Inc , US Treasury Note 2.75% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.375% , Wells Fargo & Co , Pfizer Inc , US Treasury Note 2.75% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Sky PLC , Teva Pharmaceutical Industries Ltd ADR , British American Tobacco PLC , Reed Elsevier PLC , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for fcbax investment picks
  • Holdings: Lennar Corp , EOG Resources Inc , B/E Aerospace Inc , Expedia Inc , Cognizant Technology Solutions Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tvaax investment picks
  • Holdings: eBay Inc , Lennar Corp , EOG Resources Inc , B/E Aerospace Inc , Williams-Sonoma Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Ulta Salon Cosmetics & Fragrances Inc , eBay Inc , Williams-Sonoma Inc , Cameron International Corp , Integrys Energy Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Mexico(Utd Mex St) 8% , Buenaventura Mining Co Inc ADR , Intercorp Retail Tr 8.875% , Empresas ICA SAB de CV ADR , Banco Credito 4.75% 03/16/2016 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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Funds From: rtsax - Russell Tax-Managed US Mid & Sm Cap A LW to slatx - Strategic Latin America A Load Waived
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