Funds From: encyx - Wells Fargo Advantage NC Tax-Free I to pgenx - Putnam Global Energy M


  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV , JHFunds2 Alpha Opportunities NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Salesforce Com Cv 0.25% , Illumina 144A Cv 0.25% , Wellpoint Cv 2.75% ,
  • Category: Convertibles
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Boston Properties Inc , Ventas Inc , AvalonBay Communities Inc , Equity Residential ,
  • Category: Real Estate
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  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Liberty Media Corporation Class A , Texas Pacific Land Trust , Sears Holdings Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: SBA Communications Corp , Electronic Arts Inc , Henry Schein Inc , Adobe Systems Inc , Universal Health Services Inc Class B ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , MasterCard Inc Class A , Biogen Idec Inc , Facebook Inc Class A , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Short Term Bond I , Columbia Intermediate Bond I , Columbia Income Opportunities I , Columbia US Government Mortgage I , Columbia Dividend Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Kennedy-Wilson Holdings Inc , Sequential Brands Group Inc , SBA Communications Corp , BankUnited Inc , United Rentals Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Cheniere Energy Inc , Targa Resources Corp , Energy Transfer Equity LP , NRG Energy Inc , Sempra Energy ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
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  • Holdings: Cigna Corp , Delta Air Lines Inc , Humana Inc , Southwest Airlines Co , Western Digital Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Discover Financial Services , Moody's Corporation , Travelers Companies Inc , World Acceptance Corp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , United Overseas Bank Ltd , Housing Development Finance Corp Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Strategic Fixed Income VI , GMO Alpha Only IV ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Lord Abbett High Yield I , Lord Abbett Intl Dividend Inc I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Emerging Markets Currency I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd , Housing Development Finance Corp Ltd , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: SOFTBANK Corp , Nokia Oyj , Galaxy Entertainment Group Ltd , Continental AG , Associated British Foods PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Actavis PLC , Apple Inc , International Business Machines Corp , McGraw Hill Financial Inc , Alliance Data Systems Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Royal Dutch Shell PLC Class A , Schlumberger NV , Suncor Energy Inc , Marathon Oil Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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Funds From: encyx - Wells Fargo Advantage NC Tax-Free I to pgenx - Putnam Global Energy M
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