Funds From: avgax - Dreyfus Dynamic Total Return A LW to kincx - Kinetics Internet Adv C


  • Holdings: SPDR® S&P 500 ETF , 10 Year US Treasury Note Future Mar15 , PowerShares DB Commodity Tracking ETF , SPDR® Barclays High Yield Bond ETF , Groupe Bruxelles Lambert ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Capital One Financial Corp , Aetna Inc , Bank of America Corporation , Pfizer Inc , Prudential Financial Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Capital One Financial Corp , Aetna Inc , Bank of America Corporation , Pfizer Inc , Prudential Financial Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , BT Group PLC , Bayer AG , Sanofi , Reed Elsevier PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , Toyota Motor Corp , HSBC Holdings PLC ADR , Sanofi , Vodafone Group PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , Toyota Motor Corp , HSBC Holdings PLC ADR , Sanofi , Vodafone Group PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , Toyota Motor Corp , HSBC Holdings PLC ADR , Sanofi , Vodafone Group PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , Toyota Motor Corp , HSBC Holdings PLC ADR , Sanofi , Vodafone Group PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Lai Sun Development Co Ltd , Soundwill Holdings Ltd , Asia Standard Hotel Group Ltd , Derwent London PLC , CSI Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Lai Sun Development Co Ltd , Soundwill Holdings Ltd , Asia Standard Hotel Group Ltd , Derwent London PLC , CSI Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Value Advantage Instl , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Air Products & Chemicals Inc , CBS Corp Class B , JPMorgan Chase & Co , State Street Corp , SunTrust Banks Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Air Products & Chemicals Inc , CBS Corp Class B , JPMorgan Chase & Co , State Street Corp , SunTrust Banks Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: SEI Tax-Managed Large Cap Y (SIMT) , SEI International Equity Y (SIT) , SEI Tax-Managed Small/Mid Cap Y(SIMT) , SEI High Yield Bond Y (SIMT) , SEI Emerging Markets Debt Y (SIT) ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Express Scripts , Goldman Sachs Group Inc , TRW Automotive Holdings Corp , BB&T Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Express Scripts , Goldman Sachs Group Inc , TRW Automotive Holdings Corp , BB&T Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Health Corp , UnitedHealth Group Inc , Microsoft Corp , Anheuser-Busch Inbev SA , Occidental Petroleum Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Ashtead Group PLC , Altran Technologies , Temenos Group AG , Ccl Industries Inc Cl B Common Stock Npv , Playtech PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: American Assets Trust Inc , AMERISAFE Inc , Western Alliance Bancorp , Sterling Bancorp , VCA Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: American Assets Trust Inc , AMERISAFE Inc , Western Alliance Bancorp , Sterling Bancorp , VCA Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Qorvo Inc , Skyworks Solutions Inc , Mid-America Apartment Communities , Microsemi Corp , j2 Global Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Qorvo Inc , Skyworks Solutions Inc , Microsemi Corp , Synnex Corp , j2 Global Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Lai Sun Development Co Ltd , Soundwill Holdings Ltd , Asia Standard Hotel Group Ltd , Derwent London PLC , CSI Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Liberty Media Corporation Class C , EchoStar Corp , Liberty Interactive Corp Class A , DISH Network Corp , Scripps Networks Interactive Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 2 Stars
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Funds From: avgax - Dreyfus Dynamic Total Return A LW to kincx - Kinetics Internet Adv C
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