Funds From: optax - Oppenheimer Rochester AMT-Free Mun A LW to LWOFX - Legg Mason BW International Opps Bd FI


  • Holdings: Merck & Co Inc , Verizon Communications Inc , Lorillard Inc , BP PLC ADR , Suncor Energy Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Yes Bank Ltd , Topdanmark , Nissan Chemical Industries Ltd , Qualicorp SA , SCSK Corporation ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Cadence Design Systems Inc , CMS Energy Corp , American Water Works Co Inc , PolyOne Corp , Curtiss-Wright Corp ,
  • Category: Small Blend
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  • Holdings: Schlumberger NV , PepsiCo Inc , Oracle Corporation , Comcast Corp Class A , Monsanto Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , TGS-NOPEC Geophysical Co ASA , Fugro , Franklin India Growth R6 , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Union Pacific Corp , Gilead Sciences Inc , Biogen Idec Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Group 1 Automotive Inc , Encore Capital Group Inc , Tetra Tech Inc , AVG Technologies NV , Key Energy Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Novartis AG , Bayer AG , Nidec Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Safeway Inc , AMCOL International Corp , Myers Industries Inc , ArthroCare Corp , Zale Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Tyco International Ltd , National Oilwell Varco Inc , Chevron Corp , Apple Inc , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Core MSCI Emerging Market , Vanguard Small Cap ETF , Vanguard Mid-Cap ETF , US Treasury TIP 1.25% , US Treasury TIP 1.125% ,
  • Category: Tactical Allocation
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  • Holdings: PNC Financial Services Group Inc , Applied Materials Inc , ConocoPhillips , Apple Inc , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Walt Disney Co , Wells Fargo & Co , Allergan Inc , CVS Caremark Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Wells Fargo & Co , Johnson & Johnson , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Total Return NAV , JHFunds2 Active Bond NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
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  • Holdings: Republic Services Inc Class A , Northern Trust Corp , Imperial Oil Ltd , iShares Russell Mid-Cap Value , ADT Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: CIE FINANCIERE RICHEMONT SA , Precision Castparts Corp , Google Inc Class A , Roche Holding AG , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , CIE FINANCIERE RICHEMONT SA , Diageo PLC , Kinnevik Investment AB Class B , Rio Tinto PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Philip Morris International Inc , Lockheed Martin Corp , Chevron Corp , Exxon Mobil Corporation , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: optax - Oppenheimer Rochester AMT-Free Mun A LW to LWOFX - Legg Mason BW International Opps Bd FI
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