Funds From: sddax - SiM Dynamic Allocation Divers Inc A LW to covwx - Columbia Overseas Value W


  • Holdings: iShares MBS , SPDR Barclays High Yield Bond , iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , iShares Core US Credit Bond ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Qualcomm Inc , Google Inc Class A , Apple Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 1000 Growth , Vanguard Growth ETF , Vanguard Value ETF , iShares MSCI EAFE , iShares Russell 1000 Value ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS AR Inst , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Energy Transfer Equity LP , Plains All American Pipeline LP , Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Buckeye Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: Enterprise Products Partners LP , Energy Transfer Equity LP , Plains All American Pipeline LP , Regency Energy Partners LP , Sunoco Logistics Partners ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Qualcomm Inc , Visa Inc Class A , Range Resources Corp , Amazon.com Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: ARRIS Group Inc , Rovi Corp , Verint Systems Inc , Crown Holdings Inc , Charles River Laboratories International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: ARRIS Group Inc , Rovi Corp , Verint Systems Inc , Crown Holdings Inc , Charles River Laboratories International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: CNO Financial Group Inc , Live Nation Entertainment Inc , Stone Energy Corp , JetBlue Airways Corp , ArcBest Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , SPDR S&P 500 , Financial Select Sector SPDR® ETF , Biogen Idec Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , SPDR S&P 500 , Financial Select Sector SPDR® ETF , Biogen Idec Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , SPDR S&P 500 , Financial Select Sector SPDR® ETF , Biogen Idec Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , SPDR S&P 500 , Financial Select Sector SPDR® ETF , Biogen Idec Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Prologis Inc , Boston Properties Inc , Essex Property Trust Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Core-Mark Holding Co Inc , Maxwell Technologies Inc , Orion Marine Group Inc , Key Energy Services Inc , Powell Industries Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Long-Term Bond
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  • Holdings: Royal Dutch Shell PLC Class B , HSBC Hldgs (UK) (2nd) , Allianz SE , Australia and New Zealand Banking Group Ltd , GlaxoSmithKline PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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Funds From: sddax - SiM Dynamic Allocation Divers Inc A LW to covwx - Columbia Overseas Value W
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