Funds From: agrfx - AllianceBern Growth A Load Waived to sltmx - RidgeWorth Ltd-Term Federal Mortg S A LW


  • Holdings: Apple Inc , Allergan Inc , Gilead Sciences Inc , Comcast Corp Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell Cayman Commodiy Strategies Fund Ltd. ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Capita PLC , British American Tobacco PLC , GlaxoSmithKline PLC , Japan Tobacco Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for aizax investment picks
  • Holdings: eBay Inc , HCA Holdings Inc , JPMorgan Chase & Co , Goldman Sachs Group Inc , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 5 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: Schweitzer-Mauduit International, Inc. , RenaissanceRe Holdings Ltd , Crown Holdings Inc , Teleflex Inc , TCF Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Russell 1000® Index Investor A , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares Cohen & Steers REIT ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 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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  • Holdings: Citigroup Inc , Bank of America Corporation , Applied Materials Inc , JPMorgan Chase & Co , Toyota Motor Corp ADR ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Apple Inc , Gilead Sciences Inc , Exxon Mobil Corporation , iShares Core MSCI Emerging Markets ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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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: Hon Hai Precision Ind Co Ltd , Sihuan Pharmaceutical Holdings Group Ltd , MMC Norilsk Nickel JSC ADR , Bank Of China Ltd. H Shares , Cielo SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: General Electric Co , Exxon Mobil Corporation , Pfizer Inc , Merck & Co Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for FAQIX investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Constellation Brands Inc Class A , Google Inc Class A , Comcast Corp Class A ,
  • Category: Large Growth
  • 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 ETF , Vanguard Russell 2000 ETF ,
  • Category: Moderate Allocation
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  • Holdings: Wal-Mart Stores Inc , BCE Inc , Southern Co , Duke Energy Corporation , CLP Holdings Ltd ,
  • Category: World Stock
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  • Holdings: Williams Companies Inc , Enbridge Inc , Atlantia , Transurban Group , NextEra Energy Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Visa Inc Class A , Gilead Sciences Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Daiwa Securities Co., Ltd. , China Everbright Ltd , Mitsubishi UFJ Financial Group Inc , Valeant Pharmaceuticals International Inc , Zurich Insurance Group AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: 10yr Mini Jgb Dec 14 , 3mo Euro Euribor Jun 15 , 3mo Euroyen (Tfx) Jun 15 , 90 Day Sterling Jun 15 , Euro$ 90 Day Jun 15 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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Funds From: agrfx - AllianceBern Growth A Load Waived to sltmx - RidgeWorth Ltd-Term Federal Mortg S A LW
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