Funds From: f00000j3nb - PL Floating Rate Loan P to wegax - Waddell & Reed Energy A Load Waived


  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Tech Data Corp , Federated Investors, Inc. Class B , World Fuel Services Corp , PacWest Bancorp , TCF Financial Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , S&P 500 E-Mini 41804 ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Apple Inc , Comcast Corp Class A , Gilead Sciences Inc , Copa Holdings SA Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Carrefour , Thermo Fisher Scientific Inc , Morgan Stanley , LyondellBasell Industries NV ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Pfizer Inc , Kraft Foods Group Inc , Hewlett-Packard Co , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , E-mini S&P 500 Index Future Sept14 , Taiwan Semiconductor Manufacturing Co Ltd , Sberbank Of Russia ,
  • Category: Diversified Emerging Mkts
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  • Holdings: US Treasury Note , US Treasury Note 0.375% , US Treasury Note 0.375% , Germany (Federal Republic Of) 1.75% , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Sempra Energy , Edison International , NiSource Inc , ITC Holdings Corp , Broadcom Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard S&P 500 ETF , Vanguard FTSE Developed Markets ETF , Vanguard S&P Mid-Cap 400 Index ETF , Vanguard Russell 2000 Index ETF ,
  • Category: Moderate Allocation
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  • Holdings: Japan(Govt Of) 1.1% , KDDI Corp , Johnson & Johnson , Japan(Govt Of) 2.1% , Italy(Rep Of) 3.75% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Eclat Textile Co Ltd , Kansai Paint Co., Ltd. , TAL Education Group ADR , Kingspan Group PLC , Tsuruha Holdings Inc. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , Google Inc Class C , Google Inc Class A , Wells Fargo & Co , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.25% , Occidental Petroleum Corp , US Treasury Note 1.5% , Apple Inc , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Kansas City Southern Inc , Harley-Davidson Inc , Canadian Pacific Railway Ltd , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Grant Park Mfs Fund Ltd ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , iShares Core MSCI Emerging Market , Gilead Sciences Inc , Visa Inc Class A , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , Baker Hughes Inc , Core Laboratories NV , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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Funds From: f00000j3nb - PL Floating Rate Loan P to wegax - Waddell & Reed Energy A Load Waived
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