Funds From: wvacx - Waddell & Reed Value C to etncx - Eaton Vance NC Municipal Income A LW


  • Holdings: Citigroup Inc , Western Digital Corp , Capital One Financial Corp , SanDisk Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , GlaxoSmithKline PLC , Airbus Group NV , Total SA , Actelion Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Wells Fargo & Co , American Express Co , EMC Corp , Verizon Communications Inc , American Tower Corp ,
  • Category: Large Growth
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank of New York Mellon Corp , Cisco Systems Inc , Eaton Corp PLC , JPMorgan Chase & Co , Lincoln National Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 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: 3 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Exxon Mobil Corporation , iShares Core MSCI Emerging Markets , US Treasury TIP , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Schweitzer-Mauduit International, Inc. , RenaissanceRe Holdings Ltd , Crown Holdings Inc , Teleflex Inc , TCF Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note , US Treasury Note 0.375% , US Treasury Note 0.375% , US Treasury Note 1.375% , US Treasury TIP ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Holdings: Hon Hai Precision Ind Co Ltd , Cielo SA , Sihuan Pharmaceutical Holdings Group Ltd , MMC Norilsk Nickel JSC ADR , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: TIBCO Software Inc , Royal Caribbean Cruises Ltd , Red Hat Inc , Diebold Inc , ON Semiconductor Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: BCE Inc , Wal-Mart Stores Inc , Southern Co , Duke Energy Corporation , CLP Holdings Ltd ,
  • Category: World Stock
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Johnson & Johnson , General Electric Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury TIP , Cayman Holdings , US TREASURY TIP , US TREASURY TIP , US Treasury TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.25% , Occidental Petroleum Corp , Apple Inc , JPMorgan Chase & Co , Cisco Systems Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Gilead Sciences Inc , SBA Communications Corp , Starbucks Corp , Google Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd , Fomento Economico Mexicano SAB de CV ADR , Bank Bradesco ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , iShares TIPS Bond , BlackRock Russell 1000 Index T ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Holdings: WellPoint Inc , Hewlett-Packard Co , Western Union Co , UnitedHealth Group Inc , Best Buy Co Inc ,
  • Category: World Stock
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  • Holdings: Roche Holding AG Dividend Right Cert. , Bayer AG , China CNR Corp Ltd Class H , BNP Paribas , Baidu Inc ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Underlying Fds Tr ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: United Continental Holdings Inc , Sherwin-Williams Co , Ametek Inc , The Hershey Co , Advance Auto Parts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Krispy Kreme Doughnuts Inc , Treehouse Foods Inc , Brown & Brown Inc , Forward Air Corp , ACI Worldwide Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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Funds From: wvacx - Waddell & Reed Value C to etncx - Eaton Vance NC Municipal Income A LW
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