Funds From: cnpex - American Funds New Perspective 529E to mgiix - BMO Mortgage Income I


  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Delta Air Lines Inc , Microsoft Corp , Home Depot Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Procter & Gamble Co , Coca-Cola Co , Philip Morris International Inc , PepsiCo Inc , Altria Group Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , iShares Core MSCI Emerging Markets , Petroleo Brasileiro SA Petrobras , Hana Financial Group Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 INDEX Mini TIC , Webster Financial Corp , Esterline Technologies , Graphic Packaging Holding Co , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Web.com Group Inc , Altra Industrial Motion Corp , Heartland Payment Systems Inc , FleetMatics Group PLC , Applied Industrial Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Gmg Fund Limited Spc , Visa Inc Class A , CVS Caremark Corp , Apple Inc , Express Scripts ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: SEI Tax-Managed Large Cap A (SIMT) , SEI International Equity A (SIT) , SEI Tax-Managed Small/Mid Cap A (SIMT) , SEI High Yield Bond A (SIMT) , SEI Emerging Markets Debt A (SIT) ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Con-way Inc , Masonite International Corp , Kaiser Aluminum Corp , First Horizon National Corp , Horace Mann Educators ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Master Small Cap Index ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Fortinet Inc , Alliance Data Systems Corp , SBA Communications Corp , Citrix Systems Inc , Signet Jewelers Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Pfizer Inc , Exxon Mobil Corporation , General Electric Co , Citigroup Inc , Apple Inc ,
  • Category: Large Blend
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  • Holdings: Apple Inc , Johnson & Johnson , US Treasury TIP 2.5% , Oracle Corporation , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Hewlett-Packard Co , Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Cigna Corp , State Street Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Flagstar Bancorp, Inc. , Taylor Morrison Home Corp Class A , Arch Coal Inc , Five Star Quality Care Inc , Peabody Energy Corp ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: First Trust Japan AlphaDEX® ETF , First Trust Health Care AlphaDEX® ETF , First Trust Cnsmr Staples AlphaDEX® ETF , First Trust Europe AlphaDEX® ETF , First Trust Technology AlphaDEX® ETF ,
  • Category: World Stock
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Premier Core Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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Funds From: cnpex - American Funds New Perspective 529E to mgiix - BMO Mortgage Income I
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