Funds From: wstax - Ivy Science & Technology A Load Waived to gemax - Goldman Sachs Emerging Mkts Equity A LW


  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Cree Inc , Vertex Pharmaceuticals Inc , Aspen Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Monsanto Co , EOG Resources Inc , Schlumberger NV , Dow Chemical Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Actavis PLC , Ecolab Inc , MasterCard Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: InterMune Inc , Restoration Hardware Holdings Inc , Buffalo Wild Wings Inc , Cavium Inc , Synaptics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Mitsubishi UFJ Financial Group Inc , HSBC Holdings PLC , Toyota Motor Corp , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Citigroup Inc , Amazon.com Inc , U.S. Bancorp ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Methanex Corp , Arrow Electronics Inc , Unum Group , Reinsurance Group of America Inc , NXP Semiconductors NV ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: SunTrust Banks Inc , ARRIS Group Inc , Great Plains Energy Inc , Goodyear Tire & Rubber Co , Public Service Enterprise Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Goldcorp Inc , Barrick Gold Corp , Franco-Nevada Corp , Silver Wheaton Corp , Randgold Resources Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Holdings: Anheuser-Busch Inbev SA , Western Digital Corp , Alliance Data Systems Corp , MasterCard Inc Class A , Praxair Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: NRG Energy Inc , PPL Corp , Comcast Corp Class A , Williams Companies Inc , Calpine Corp ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: Halliburton Co , Schlumberger NV , Dow Chemical Co , Baker Hughes Inc , Weatherford International PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 1 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 , Delphi Automotive PLC ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 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: 4 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: 2 Stars
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Funds From: wstax - Ivy Science & Technology A Load Waived to gemax - Goldman Sachs Emerging Mkts Equity A LW
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