Funds From: fxfax - FX Strategy A Load Waived to nglax - Neuberger Berman Global Allocation A LW


  • Holdings: Global Aggressive Strategy Llc , Fx Strategy Llc , Vanguard Short-Term Bond Idx I , Fidelity® Conservative Income Bond Instl , PIMCO Enhanced Short Maturity Active ETF ,
  • Category: Currency
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  • Holdings: DoubleLine Total Return Bond I , E-mini S&P 500 Index Future Mar15 , Ndduus Index Swap 011015 , Doubleline Cayman Multi-Asset Growth Fund , Iboxhy Index Swap 032015 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Ulta Salon Cosmetics & Fragrances Inc , Valero Energy Corp , Verizon Communications Inc , Lennar Corp , Integrys Energy Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Ulta Salon Cosmetics & Fragrances Inc , Lennar Corp , EOG Resources Inc , B/E Aerospace Inc , Cognizant Technology Solutions Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Senior Housing Properties Trust , Transocean Ltd , Hospitality Properties Trust , Ensco PLC Class A , Darden Restaurants Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Integrys Energy Group Inc , Valero Energy Corp , Verizon Communications Inc , DTE Energy Holding Co , Transocean Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , HSBC Holdings PLC , Merck KGaA , Guangdong Investment Ltd , DBS Group Holdings Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Bk Negara Malay , Serbia (Republic) 10% , Romania(Rep Of) 5.75% , Republic Of Iceland, 7.25% Isk , Titulos De Tesoreria B, 7.00% Cop ,
  • Category: Currency
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Johnson & Johnson , Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Microsoft Corp , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , American Airlines Group Inc , Carnival Corp , United Continental Holdings Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Grant Park Mfs Fund Ltd ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , ACE Ltd , Citigroup Inc , Roche Holding AG Dividend Right Cert. , Boeing Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class C , Amazon.com Inc , Amgen Inc , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Everest Re Group Ltd , NICE-Systems Ltd ADR , Global Payments Inc , PrivateBancorp Inc , NASDAQ OMX Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Everest Re Group Ltd , NICE-Systems Ltd ADR , Global Payments Inc , PrivateBancorp Inc , NASDAQ OMX Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Public Service Enterprise Group Inc , JPMorgan Chase & Co , Royal Dutch Shell PLC ADR Class A , Microsoft Corp , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for psrzx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Danaher Corp , EMC Corp , Jarden Corp , Microsoft 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 National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nddumhkr Trs Usd P V 01mlibor , Nddumhkr Trs Usd R E , Jpmggbqr Trs Usd P V 01mlibor , Jpmggbqr Trs Usd R E , 10yr Mini Jgb Fut Dec14 Xsim 20141210 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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Funds From: fxfax - FX Strategy A Load Waived to nglax - Neuberger Berman Global Allocation A LW
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