Funds From: eavlx - MFS Value 529A Load Waived to ltusx - Thornburg Limited Term US Governmen A LW


  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Priceline Group Inc , Gilead Sciences Inc , Amphenol Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Southern Co , Exelon Corp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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  • Holdings: Galaxy Entertainment Group Ltd , Cognizant Technology Solutions Corp Class A , Industrial And Commercial Bank Of China Ltd H Shares , AIA Group Ltd , Fibra Uno Administracion SA de CV Series 11 ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: VY T. Rowe Price Capital Appreciation I , VY BlackRock Inflation Protected Bond I , Voya US Bond Index I , Voya Short Term Bond R6 , Voya Global Bond R6 ,
  • Category: Target Date 2016-2020
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Exxon Mobil Corporation , Roche Holding AG , Johnson & Johnson ,
  • Category: World Stock
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  • Holdings: S+p Mid 400 Emini Sep14 Xcme 20140919 , Equinix Inc , SL Green Realty Corp , United Rentals Inc , Henry Schein Inc ,
  • Category: Mid-Cap Blend
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  • Holdings: Novartis AG , Standard Chartered PLC , Yum Brands Inc , Equinix Inc , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury TIP 2.125% , US TREASURY TIP , US TREASURY TIP , US TREASURY TIP , US TREASURY TIP ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Total SA , Microsoft Corp , Wells Fargo & Co , E-mini S&P 500 Index Future Sept14 ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard REIT Index ETF , Real Return Funds , iShares MSCI EAFE , Vanguard Total Stock Market ETF , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Christian Dior SA , Eurazeo Ord , Intuitive Surgical Inc Jan16 300 Call , Edenred SA , Solera Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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Funds From: eavlx - MFS Value 529A Load Waived to ltusx - Thornburg Limited Term US Governmen A LW
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