Funds From: pgtax - Putnam Global Technology A Load Waived to ldscx - Lord Abbett Diversified Equity Strat C


  • Holdings: Apple Inc , Google Inc , Oracle Corporation , Intel Corp , Facebook Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd ADR , Baidu Inc ADR , America Movil SAB de CV ADR , Itau Unibanco Holding SA ADR ,
  • Category: Trading-Leveraged Equity
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  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , iShares Core US Aggregate Bond , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsemi Corp , Sanmina Corp , Mueller Industries Inc , Advanced Energy Industries Inc , Commercial Metals Co ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , US Treasury TIP 2.5% , US Treasury TIP , Oracle Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Bond Index Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Naspers Ltd Class N , Tencent Holdings Ltd , Taiwan Semiconductor Manufacturing Co Ltd , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Diageo PLC ADR , Covidien PLC , Roche Holding AG Dividend Right Cert. , Novartis AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR® S&P 500 ETF , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , iShares Core S&P Mid-Cap , Vanguard Total World Stock ETF ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Holdings: Sherwin-Williams Co , SBA Communications Corp , Dollar Tree Stores Inc , Affiliated Managers Group Inc , Intuit Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Anthem Inc , Altria Group Inc , First Republic Bank , Harley-Davidson Inc , Fairfax Financial Holdings Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Jazz Pharmaceuticals PLC , Keurig Green Mountain Inc , Vertex Pharmaceuticals Inc , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Lowe's Companies Inc , Visa Inc Class A , Amgen Inc , Google Inc Class C , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: The Middleby Corp , Acuity Brands Inc , Acadia Healthcare Co Inc , Trex Co Inc , Insulet Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , Belden Inc , OFG Bancorp , Sensient Technologies Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Sigma-Aldrich Corp , Wal-Mart Stores Inc , Stericycle Inc , Becton Dickinson & Co , McDonald's Corp ,
  • Category: Large Blend
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  • Holdings: JHFunds2 Active Bond NAV , JHancock Floating Rate Income NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Lord Abbett Affiliated I , Lord Abbett Growth Leaders I , Lord Abbett Fundamental Equity I , Lord Abbett Growth Opportunities I , Lord Abbett Intl Core Equity I ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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Funds From: pgtax - Putnam Global Technology A Load Waived to ldscx - Lord Abbett Diversified Equity Strat C
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