Funds From: ieoix - Ivy European Opportunities I to NHSCX - Neuberger Berman Short Dur Hi Inc C


  • Holdings: Shire PLC , AXA SA , Aryzta AG , Ashtead Group PLC , Britvic PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Coronation Fund Managers Ltd , Naspers Ltd Class N , CCL Industries Inc , WuXi PharmaTech (Cayman) Inc ADR , Neopost ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Ascendas Real Estate Inv Trust , Baytex Energy Corp , KT&G Corp , Tahoe Resources Inc , Insurance Australia Group Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Clean Harbors Inc , Iron Mountain Inc , Intuitive Surgical Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , WNS (Holdings) Ltd ADR , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock CoreAlpha Bond Master Port , iShares International Dev Rel Est ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Vornado Realty Trust , Boston Properties Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Intel Corp , Time Warner Inc , Lockheed Martin Corp , AT&T Inc , Southern Co ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
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  • Holdings: SPDR® S&P 500 ETF , Frost Total Return Fund , iShares MSCI EAFE , Frost Growth Equity A , Templeton Global Bond Adv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: SVB Financial Group , Demandware Inc , Ultimate Software Group Inc , Vail Resorts Inc , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Pfizer Inc , Bank of America Corporation , Apple Inc , PNC Financial Services Group Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Facebook Inc Class A , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , Home Depot Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Microsoft Corp , Merck & Co Inc , Cisco Systems Inc , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Hyundai Motor Co , Saic Motor Corp Ltd , AIA Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Holdings: Citigroup Inc , Bank of America Corporation , JPMorgan Chase & Co , Wells Fargo & Co , U.S. Bancorp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Bayer AG , Nestle SA , BG Group PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , Starbucks Corp , American Tower Corp , Google Inc Class C ,
  • Category: Large Growth
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  • Holdings: Schlumberger NV , Halliburton Co , National Oilwell Varco Inc , Baker Hughes Inc , Cameron International Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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Funds From: ieoix - Ivy European Opportunities I to NHSCX - Neuberger Berman Short Dur Hi Inc C
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