Funds From: oglvx - JPMorgan Short Duration Bond A LW to aesax - Voya Small Company A Load Waived


  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: PPL Corp , Williams Companies Inc , Comcast Corp Class A , NRG Energy Inc , NextEra Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
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  • Holdings: Halliburton Co , Schlumberger NV , Dow Chemical Co , Baker Hughes Inc , Weatherford International PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Prudential Financial Inc , Corning Inc , MetLife Inc , Alcoa Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: LyondellBasell Industries NV , Sanofi ADR , Apple Inc , Bank of America Corporation , Symantec Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl , Sterling Capital Total Return Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: LIC Housing Finance Ltd , HudBay Minerals Inc , Techtronic Industries Co Ltd , ASICS Corp , Homeserve PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , iShares MSCI South Korea Capped , BB Seguridade Participacoes SA , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , US Treasury Note 1.625% , US Treasury Note 0.25% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Union Pacific Corp , Apple Inc , Procter & Gamble Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Anheuser-Busch Inbev SA , Japan Tobacco Inc , Prudential PLC , Shire PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Tutor Perini Corp , PTC Inc , Synchronoss Technologies Inc , Vishay Intertechnology Inc , Swift Transportation Co ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: BT Group PLC , British American Tobacco PLC , AXA SA , Roche Holding AG , Sumitomo Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: The Middleby Corp , Acuity Brands Inc , Acadia Healthcare Co Inc , Trex Co Inc , Envestnet Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: International Business Machines Corp , Google Inc Class C , Verizon Communications Inc , Apple Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Biogen Idec Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 , Energy XXI (Bermuda) Ltd , Healthsouth Corp , H.B. Fuller Company , Brady Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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Funds From: oglvx - JPMorgan Short Duration Bond A LW to aesax - Voya Small Company A Load Waived
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