Funds From: aaibx - Cavanal Hill Intermediate Bond A LW to atsmx - AQR Tax-Managed Sm Cap Momentum L


  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Questcor Pharmaceuticals Inc , Aspen Technology Inc , Cavium Inc , Cognex Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: ING T. Rowe Price Cap Apprec Port I , ING Multi-Manager Lg Cap Core Port I , ING Large Cap Growth Port I , ING Mid Cap Value I , ING Short Term Bond R6 ,
  • Category: Target Date 2026-2030
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  • Holdings: Baidu, Inc. ADR , Hikma Pharmaceuticals PLC , Samsung Electronics Co Ltd , Novo Nordisk A/S , SOFTBANK Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , The Hershey Co , Microsoft Corp , Walgreen Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Netflix, Inc. , Regeneron Pharmaceuticals, Inc. , Incyte Corp Ltd , Domino's Pizza, Inc. , ENN Energy Holdings Ltd. ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Qualcomm Inc , American Tower Corp , Apple Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , Apple Inc , Pfizer Inc , AT&T Inc , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , Weatherford Intl. , JPMorgan Chase & Co , Suncor Energy Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Franklin Pelagos Commodities Strat R6 , Franklin Floating Rate Daily Access R6 , Franklin Intl Small Cap Growth R6 , Templeton Global Total Return R6 , Templeton Frontier Markets R6 ,
  • Category: Conservative Allocation
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2041-2045
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  • Holdings: Atmos Energy Corp , AGCO Corp , TRW Automotive Holdings Corp , American Capital Agency Corp , Gulfport Energy Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: PL Managed Bond P , PL Large-Cap Value P , PL Comstock P , PL Main Street Core P , PL International Large-Cap P ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Shire PLC ADR , Schlumberger NV , Wells Fargo & Co , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Tortoise MLP & Pipeline Instl , iShares Core S&P 500 , Aberdeen International Equity Instl , Nuveen Preferred Securities I , Aberdeen Core Fixed Income Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Israel Chemicals Ltd , Check Point Software Technologies Ltd , Perrigo Co PLC , Amdocs Ltd ,
  • Category: Miscellaneous Region
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  • Holdings: Merck & Co , Dow Chemical Co , Norfolk Southern Corporation , PartnerRe Ltd. , Spirit Realty Capital Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank of the Ozarks Inc , Portfolio Recovery Associates Inc , AmTrust Financial Services Inc , EnerSys , Virtus Investment Partners Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2041-2045
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  • Holdings: iShares MSCI EAFE , Telstra Corp Ltd , Woolworths Ltd , Wesfarmers Ltd , AstraZeneca PLC ,
  • Category: Foreign Large Blend
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  • Holdings: Novartis AG ADR , Roche Holding AG ADR , Toyota Motor Corp ADR , BHP Billiton Ltd ADR , HSBC Holdings PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Transamerica Dividend Focused I2 , Transamerica Select Equity I2 , Transamerica Large Cap Value I2 , Transamerica Growth I2 , Transamerica Diversified Equity I2 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Blackrock Mstr Basic Val Fund 2045 , BlackRock Capital Appreciation BlackRock , Blackrock Large Cap Growth 2045 , BlackRock International Instl , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for BLJIX investment picks
  • Holdings: iShares Russell 2000 , First Interstate Bancsystem , US Silica Holdings Inc , GT Advanced Technologies Inc , Pacira Pharmaceuticals Inc ,
  • Category: Small Growth
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Funds From: aaibx - Cavanal Hill Intermediate Bond A LW to atsmx - AQR Tax-Managed Sm Cap Momentum L
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