Funds From: ormix - Oppenheimer Rochester Michigan Mun A LW to haagx - HSBC World Selection Aggressive Str A LW


  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Molson Coors Brewing Co , PepsiCo Inc , Tesco PLC ADR , Bank of New York Mellon Corp , BP PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Mitsubishi Estate , Unibail-Rodamco SE , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Klépierre ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Tencent Holdings Ltd. , BB Seguridade Participacoes SA , iShares China Large-Cap , OAO Lukoil ADR , Odontoprev SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Actavis PLC , Gartner Inc Class A , Jones Lang LaSalle Inc , PerkinElmer Inc , Bright Horizons Family Solutions Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Bunzl PLC , Croda International PLC , Bellway PLC , Amadeus IT Holding SA , Next PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Danaher Corp , Johnson & Johnson , Wells Fargo & Co , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Crown Holdings Inc , Newell Rubbermaid Inc , PerkinElmer Inc , Molson Coors Brewing Co , BB&T Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Research R5 , MFS® Growth R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Limited Maturity R5 , MFS® Research R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Constant Contact Inc , Atwood Oceanics Inc , HomeAway Inc , Swift Transportation Co , SciQuest Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya Intermediate Bond R6 , Voya Large Cap Growth Portfolio I , Voya Large Cap Value Portfolio I , Voya US Stock Index I , Voya International Index I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , Euro SCHATZ Future Sept14 , FNMA ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Total SA , Novartis AG , Roche Holding AG , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: CBS Corp Class B , Air Products & Chemicals Inc , JPMorgan Chase & Co , Pfizer Inc , SunTrust Banks Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , JPMorgan Equity Income Select , Hsbc Growth Portfolio , AMG Trilogy Emerging Markets Eq Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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Funds From: ormix - Oppenheimer Rochester Michigan Mun A LW to haagx - HSBC World Selection Aggressive Str A LW
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