Funds From: audax - Aberdeen Ultra-Short Dur Bd A to eatrx - MFS Total Return 529A Load Waived


  • Category: Ultrashort Bond
  • Morningstar Rating: 1 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Genworth Financial Inc , Aspen Insurance Holdings Ltd , Lear Corp , Gannett Co Inc , Office Depot Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , General Electric Co , Chevron Corp , Russell 1000 Value Index Future June14 ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future June14 , Actavis PLC , Alexion Pharmaceuticals Inc , Crown Castle International Corp , Intuit Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Pfizer Inc , Hewlett-Packard Co , GlaxoSmithKline PLC ADR , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: PacWest Bancorp , Stone Energy Corp , DXP Enterprises Inc , Associated Banc-Corp , Targa Resources Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 , Healthsouth Corp , EPL Oil & Gas Inc , H.B. Fuller Company , Unit Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP , US Treasury TIP , US Treasury Note 0.25% , US Treasury TIP 0.125% , iShares Core MSCI Emerging Market ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , CIE FINANCIERE RICHEMONT SA , Visa Inc Class A , Monsanto Co , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares Russell 2000 Growth , Aspen Technology Inc , Healthsouth Corp , Portfolio Recovery Associates Inc , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI EMU Index , iShares Russell 2000 Growth , iShares MSCI Italy Capped , iShares MSCI Spain Capped , PowerShares S&P 500® High Beta ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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  • Holdings: Japan(Govt Of) 1.1% , KDDI Corp , Japan(Govt Of) 2.1% , Johnson & Johnson , Italy(Rep Of) 3.75% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Western Asset Core Bond IS , iShares Russell 1000 Value , QS Batterymarch Intl Eq IS ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Allergan Inc , Comcast Corp Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Sempra Energy , Edison International , ITC Holdings Corp , NiSource Inc , Berkshire Hathaway Inc Class B ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Under Armour Inc Class A , Genesee & Wyoming Inc Class A , Vail Resorts Inc , Dick's Sporting Goods Inc , CoStar Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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  • Holdings: British American Tobacco PLC , Japan Tobacco Inc , Capita PLC , Roche Holding AG , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Kindred Healthcare Inc , Constellium NV Class A , AMERISAFE Inc , Deluxe Corp , Neenah Paper Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Prudential PLC , Nestle SA , British American Tobacco PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: NCR Corp , HCA Holdings Inc , Skyworks Solutions Inc , Crown Holdings Inc , Graphic Packaging Holding Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC , Nestle SA , Unilever PLC , Reckitt Benckiser Group PLC , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 2.125% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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Funds From: audax - Aberdeen Ultra-Short Dur Bd A to eatrx - MFS Total Return 529A Load Waived
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