Funds From: cmfax - American Funds Mortgage 529A LW to fviix - Fidelity Advisor Government Income I


  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Host Hotels & Resorts Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: JB Hunt Transport Services Inc , Roper Industries Inc , Capital One Financial Corp , Hubbell Inc Class B , Verisk Analytics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Pfizer Inc , Hewlett-Packard Co , GlaxoSmithKline PLC ADR , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , AT&T Inc , T-Mobile US Inc , CenturyLink Inc , American Tower Corp ,
  • Category: Communications
  • 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 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , CIE FINANCIERE RICHEMONT SA , Visa Inc Class A , Monsanto Co , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares MSCI EMU Index , iShares Russell 2000 Growth , iShares MSCI Italy Capped , iShares MSCI Spain Capped , PowerShares S&P 500┬« High Beta ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , CVS Caremark Corp , Comcast Corp Class A , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • 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: 4 Stars
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  • Holdings: Eclat Textile Co Ltd , Kingspan Group PLC , 3i Ord , Nachi-Fujikoshi Corp. , Kansai Paint Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Boston Properties Inc , Prologis Inc , Public Storage ,
  • Category: Real Estate
  • 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: PowerShares DB Gold ETF , iShares Russell 2000 , iShares Russell 1000 , Vanguard Emerging Markets Stock Idx ETF , iShares North American Natural Resources ,
  • Category: Tactical Allocation
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  • Holdings: Oracle Corporation , Amazon.com Inc , Qualcomm Inc , Google Inc Class A , Cisco Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares National AMT-Free Muni Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Tracking ETF , iShares Russell 1000 , PowerShares DB Gold ETF ,
  • Category: Tactical Allocation
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  • Holdings: British American Tobacco PLC , Japan Tobacco Inc , Capita PLC , Roche Holding AG , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Prologis Inc , NextEra Energy Inc , Wells Fargo & Co , Ventas Inc , Equity Residential ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Guggenheim Strategy II , Guggenheim Strategy III , Cfc Managed Futures , Guggenheim BulletShrs┬«2015 HY CorpBd ETF , Kkr Finl Clo 2007 A 144A FRN ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
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Funds From: cmfax - American Funds Mortgage 529A LW to fviix - Fidelity Advisor Government Income I
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