Funds From: fgtix - Franklin Growth Allocation A LW to stiax - Federated Strategic Income A LW


  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Franklin DynaTech R6 , Templeton Foreign R6 , Franklin Mutual European R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Danone , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: American International Group Inc , Citigroup Inc , Occidental Petroleum Corp , UnitedHealth Group Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Contrarian Core I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Bayer AG , Nestle SA , BG Group PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Biogen Idec Inc , Schlumberger NV , Applied Materials Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Kfw Mtn Regs ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Geospace Technologies Corp , Cabela's Inc , Carbo Ceramics Inc , Trinity Industries Inc , Evercore Partners Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , American Express Co , Sanofi , International Business Machines Corp , Chevron Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
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  • Holdings: Ubs Relationship Fds , Aust 3yr Bond 09/15/2014 , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Ubs Relationship Fds ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Advance Auto Parts Inc , Equifax Inc , Robert Half International Inc , Alkermes PLC , Genpact Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Foot Locker Inc , Owens & Minor Inc , Superior Energy Services Inc , Westar Energy Inc , Hospira Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p 500 Future Sep14 Xcme 20140918 , Apple Inc , US Treasury Bond 4.5% , JPMorgan Chase & Co , Google Inc Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 2.25 09/07/2023 , US Treasury Note 2% , Mexico (United Mexican States) 10 12/05/2024 , Germany (Federal Republic Of) 4.25 07/04/2017 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: Ameriprise Financial Inc , Sirius XM Holdings Inc , Monster Beverage Corp , Liberty Interactive Corp Class A , Royal Caribbean Cruises Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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Funds From: fgtix - Franklin Growth Allocation A LW to stiax - Federated Strategic Income A LW
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