Funds From: sgvax - Western Asset Mortgage Backed Sec A to lmvtx - ClearBridge Value C


  • Holdings: Indiana St Fin Auth 0.21% , Florida Dev Fin Corp Taxable I 0.3% , Highland Cnty Ohio Jt Twp Hosp Adj Hosp , Envelope Printery , Light Of World Christian FRN ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Vantagepoint Equity Income T , Vantagepoint International T , Vantagepoint Diversifying Strategies T , Vantagepoint Growth T , Vantagepoint Growth & Income T ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares Russell 2000 Value , Cleco Corp , Bank of the Ozarks Inc , Southwest Gas Corp , Esterline Technologies ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: E-L Financial Corporation Limited , Federated Investors, Inc. Class B , Bank of Hawaii Corporation , Trinity Industries, Inc. , Cabot Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MM MSCI EAFE® International Index I , MassMutual Select Overseas I , MassMutual Premier Disciplined Value R5 , MassMutual Premier Disciplined Gr R5 , MassMutual Premier Core Bond I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: BreitBurn Energy Partners LP , Memorial Production Partners LP , Vanguard Natural Resources, LLC , QR Energy LP , Legacy Reserves, LP ,
  • Category: Equity Energy
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  • Holdings: Vanguard REIT Index ETF , Questcor Pharmaceuticals Inc , Centene Corp , ARRIS Group Inc , Toro Co ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Google Inc Class A , Oracle Corporation , Biogen Idec Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Acuity Brands Inc , DexCom, Inc. , Cognex Corporation , AthenaHealth, Inc. , Cepheid ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , Micron Technology Inc , Gilead Sciences Inc , United Continental Holdings Inc , Bristol-Myers Squibb Company ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Nikkei 225 Stock Avg Index Future June14 , Roche Holding AG , Total SA , Bayer AG , Australia and New Zealand Banking Group Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Samsung Electronics Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corporation , Boeing Co , Home Depot, Inc. , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares US Real Estate , Brandywine Realty Trust , Duke Realty Corp , Glimcher Realty Trust , Plum Creek Timber Co Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Chevron Corp , Wells Fargo & Co , JPMorgan Chase & Co , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Bond Index Investor A , BlackRock Russell 1000 Index T , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares TIPS Bond ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Anheuser-Busch Inbev SA , Prudential PLC , Denso Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Chevron Corp , British American Tobacco PLC ADR , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: G-III Apparel Group Ltd , China Mobile Games and Entertainment Group Ltd ADR , Silicom , Montage Technology Group Ltd , Gentherm Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Google Inc Class A , Oracle Corporation , Biogen Idec Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Citigroup Inc , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: sgvax - Western Asset Mortgage Backed Sec A to lmvtx - ClearBridge Value C
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