Funds From: ogrix - Oppenheimer Value I to aemtx - Transamerica Emerging Markets Equity A


  • Holdings: Suncor Energy Inc , Citigroup Inc , Apple Inc , Morgan Stanley , Delta Air Lines Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Cameco Corp , Talisman Energy Inc , Unilever NV ADR , Kinross Gold Corp ,
  • Category: World Stock
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  • Holdings: Markel Corporation , Brookfield Asset Management Inc Class A , Copart Inc , Crown Holdings Inc , WR Berkley Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG ADR , Diageo PLC ADR , Schneider Electric SE ADR , Royal Dutch Shell PLC ADR Class A , Total SA ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Walt Disney Co , Apple Inc , LM Ericsson Telephone Company Class B , LVMH Moet Hennessy Louis Vuitton SA , Citigroup Inc ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Lazard Ltd , Delta Air Lines Inc , Eaton Corp PLC , Reinsurance Group of America Inc , Boston Scientific Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Holdings: Apple Inc , Microsoft Corp , Comcast Corp Class A , PepsiCo Inc , Halliburton Co ,
  • Category: Large Growth
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  • Holdings: Apple Inc , Microsoft Corp , Comcast Corp Class A , PepsiCo Inc , Halliburton Co ,
  • Category: Large Growth
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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: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Royal Dutch Shell PLC ADR Class A , General Electric Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Total SA , AIA Group Ltd , Nestle SA , BHP Billiton Ltd , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Franklin Pelagos Commodities Strat R6 , Templeton Global Total Return R6 , Franklin Strategic Income R6 , Franklin High Income R6 , Franklin K2 Alternative Strategies R6 ,
  • Category: Conservative Allocation
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Suncor Energy Inc , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
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  • Holdings: Exxon Mobil Corporation , Pfizer Inc , General Electric Co , Apple Inc , Cisco Systems Inc ,
  • Category: Large Blend
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  • Holdings: NetApp Inc , Cigna Corp , WellPoint Inc , Stericycle Inc , TD Ameritrade Holding Corp ,
  • Category: Mid-Cap Blend
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  • Holdings: American Century International Gr Instl , American Century International Bd Instl , American Century Global Real Estate Inst , American Century Core Equity Plus Inst , iShares S&P GSCI Commodity-Indexed Trust ,
  • Category: World Allocation
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  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , Mitsui Fudosan Co Ltd , BP PLC ,
  • Category: World Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Hyundai Motor Co , Aspen Pharmacare Holdings PLC , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
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Funds From: ogrix - Oppenheimer Value I to aemtx - Transamerica Emerging Markets Equity A
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