Funds From: webcx - TETON Westwood Balanced A Load Waived to eqtkx - Shelton Core Value K


  • Holdings: JPMorgan Chase & Co , FHLMC 3.75% , Wells Fargo & Co , Johnson & Johnson , Amdocs Ltd ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , Mini Msci Emg Mkt Sep14 Ifus 20140919 , Nota Do Tesouro Nacional Notes 01/21 10 , Euro Stoxx 50 Sep14 Xeur 20140919 , United Kingdom (Government Of) 2.25% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 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: Active Stock Master Portfolio , BlackRock CoreAlpha Bond Investor A , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Amazon.com Inc , Facebook Inc Class A , Apple Inc , Lennar Corp , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR S&P 500 , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , SPDR Barclays International Treasury Bd , iShares Core MSCI Emerging Market ,
  • Category: Target Date 2026-2030
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  • Holdings: British American Tobacco PLC , Philip Morris International Inc , Eaton Corp PLC , Viacom Inc Class B , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 1 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: 2 Stars
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  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Infl-Prot and Inc I , MassMutual Select PIMCO Total Ret I , MassMutual Select Strategic Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , AIA Group Ltd , China Construction Bank Corp H Shares , Hutchison Whampoa Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard European Stock Index ETF , iShares Russell 2000 , Ship Finance International Ltd , Freeport-McMoRan Copper & Gold , iShares Core S&P 500 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corp , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , Royal Dutch Shell PLC Class A , AstraZeneca PLC , BP PLC , Banco Santander SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Procter & Gamble Co , Chevron Corp , Microsoft Corp , AbbVie Inc , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for clcrx investment picks
  • Holdings: Apple Inc , Amazon.com Inc , Qualcomm Inc , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , Voya International Index I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2016-2020
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  • Holdings: Priceline Group Inc , Fastenal Co , Michael Kors Holdings Ltd , Illumina Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 International Value NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital App NAV ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Tyco International Ltd , Riverbed Technology Inc , Apple Inc , Zoetis Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Columbia Real Estate Equity I , Columbia Commodity Strategy I , US Treasury Note 3.625% , US TREASURY TIP , US Treasury Note 2.75% ,
  • Category: World Allocation
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  • Holdings: TIAA-CREF Bond Plus Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl , TIAA-CREF International Eq Instl ,
  • Category: Aggressive Allocation
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  • Holdings: Hanesbrands Inc , United Continental Holdings Inc , Telephone and Data Systems, Inc. , Swift Transportation Co , Lincoln National Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Goldman Sachs Group Inc , Wells Fargo & Co , Walt Disney Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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Funds From: webcx - TETON Westwood Balanced A Load Waived to eqtkx - Shelton Core Value K
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