Funds From: eaasx - Eaton Vance Atlanta Capital SMID-Cap A to curzx - MainStay Cushing Royalty Energy Inc I


  • Holdings: Markel Corporation , HCC Insurance Holdings Inc , Affiliated Managers Group Inc , Morningstar Inc , Kirby Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: 90day Sterling Fu Jun15 Xlif 20150617 , 90day Sterling Fu Sep15 Xlif 20150916 , 90day Sterling Fu Dec14 Xlif 20141217 , Jpn 10y Bond(Ose) Sep14 Xose 20140910 , FNMA ,
  • Category: World Allocation
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  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Mitsubishi Estate Co Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Lennar Corp , EOG Resources Inc , B/E Aerospace Inc , Michael Kors Holdings Ltd , Valero Energy Corp ,
  • Category: Large Growth
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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  • Holdings: Colony Financial Inc , Cisco Systems Inc , Vodafone Group PLC , Lloyds Banking Group PLC , Target Corp ,
  • Category: World Allocation
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  • Holdings: AdvisorShares Peritus High Yield ETF , Ares Capital Corporation , New Residential Investment Corp , Apollo Investment Corp , Home Loan Servicing Solutions Ltd ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Forest Laboratories Inc , UNS Energy Corp , Time Warner Cable Inc , Protective Life Corp , Actavis PLC ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , China Mobile Ltd , Royal Dutch Shell PLC ADR Class A , Novartis AG , Roche Holding AG Dividend Right Cert. ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: AT&T Inc , MetLife Inc , Wells Fargo & Co , JPMorgan Chase & Co , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Intel Corp , Lockheed Martin Corp , Eli Lilly and Co , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 2.25 09/07/2023 , US Treasury Note 2% , Mexico (United Mexican States) 10 12/05/2024 , Germany (Federal Republic Of) 4.25 07/04/2017 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Chevron Corp , Ford Motor Co , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Mitsubishi Estate Co Ltd , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Sun Hung Kai Properties Ltd , Cheung Kong Holdings Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , Hutchison Whampoa Ltd , Baidu Inc ADR , Samsung Electronics Co Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: Amphenol Corp Class A , Fresenius Medical Care AG & Co. KGaA , Canadian Pacific Railway Ltd , Western Digital Corp , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: PepsiCo Inc , Procter & Gamble Co , Coca-Cola Co , Cisco Systems Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Republic Services Inc Class A , PPL Corp , Alliant Energy Corp , Allstate Corp , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Biogen Idec Inc , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Legacy Reserves LP , BreitBurn Energy Partners LP , EV Energy Partners LP , Vanguard Natural Resources LLC , Linn Energy LLC ,
  • Category: Equity Energy
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Funds From: eaasx - Eaton Vance Atlanta Capital SMID-Cap A to curzx - MainStay Cushing Royalty Energy Inc I
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