Funds From: lmgix - QS Legg Mason Lifestyle Allocation 30% I to orvax - Oppenheimer Rochester VA Municipal A LW


  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , QS Legg Mason Strategic Real Return IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: PowerShares Dynamic Pharmaceuticals ETF , Guggenheim S&P 500® Pure Value ETF , SPDR S&P Transportation ETF , ProShares Large Cap Core Plus , iShares PHLX Semiconductor ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: France(Govt Of) 1% , Germany (Federal Republic Of) 0.25% , Portugal(Rep Of) 4.45% , Italy(Rep Of) 3.5% , Spain(Kingdom Of) 4.5% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: France(Govt Of) 1% , Germany (Federal Republic Of) 0.25% , Italy(Rep Of) 3.5% , Portugal(Rep Of) 4.45% , Spain(Kingdom Of) 4.5% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: France(Govt Of) 1% , Germany (Federal Republic Of) 0.25% , Italy(Rep Of) 3.5% , Portugal(Rep Of) 4.45% , Spain(Kingdom Of) 4.5% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Dodge & Cox Global Stock , Templeton Inst Global Equity Series Adv , Munder International Small-Cap I , WisdomTree Europe SmallCap Dividend , Oberweis International Opportunities ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Guggenheim Floating Rate Strats Instl , Ivy High Income I , Leader Short Term Bond Instl , Osterweis Strategic Income , Sandalwood Opportunity I ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Equity Residential , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Kentz Corp Ltd , Coastal Contracts Bhd , RPS Group PLC , Industrial & Financial Systems AB Class B , RPC Group PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Shire PLC ADR , Smith & Nephew PLC ADR , Valeo SA ADR , Magna International Inc Class A , Fresenius Medical Care AG & Co. KGaA ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Valeo SA ADR , Henkel AG & Co KGaA ADR , Magna International Inc Class A , Smith & Nephew PLC ADR , Aegon NV ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Belden Inc , Helen of Troy, Ltd. , Mueller Industries Inc , Cato Corp Class A , Charles River Laboratories International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Taiwan Semiconductor Manufacturing Co Ltd , Google Inc Class A , Novo Nordisk A/S , Google Inc Class C ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Icahn Enterprises LP , Texas Pacific Land Trust , Howard Hughes Corp , Onex Corp , DREAM Unlimited Corp Class A ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: PNM Resources Inc , Empire District Electric Co , United Financial Bancorp Inc , Allied World Assurance Co Holdings AG , PartnerRe Ltd ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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Funds From: lmgix - QS Legg Mason Lifestyle Allocation 30% I to orvax - Oppenheimer Rochester VA Municipal A LW
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