Funds From: ptebx - Dreyfus Municipal Bond Opportunity A LW to KAUAX - Federated Kaufmann A Load Waived


  • Holdings: Goodrich Petroleum Corp , Cytec Industries Inc , Lazard Ltd , Balchem Corp , Dana Holding Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: PowerShares DB Gold ETF , iShares Russell 1000 , Vanguard FTSE Emerging Markets ETF , Vanguard FTSE Developed Markets ETF , iShares North American Natural Resources ,
  • Category: Tactical Allocation
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd Class N , Kia Motors Corp , Cognizant Technology Solutions Corp Class A , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: PowerShares DB Gold ETF , iShares Russell 1000 , Vanguard FTSE Emerging Markets ETF , Vanguard FTSE Developed Markets ETF , iShares North American Natural Resources ,
  • Category: Tactical Allocation
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Holdings: California Republic Bancorp , PacWest Bancorp , Bank of the Ozarks Inc , Signature Bank , ConnectOne Bancorp Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Exxon Mobil Corporation , Pfizer Inc , Facebook Inc Class A ,
  • Category: Large Value
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  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity Spartan® US Bond Idx F , Fidelity® Series Global ex US Index , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series Commodity Strategy F ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Holdings: Techtronic Industries Co Ltd , AIA Group Ltd , Hermes Microvision Inc , Sihuan Pharmaceutical Holdings Group Ltd , Guangdong Investment Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Citigroup Inc , Weatherford International PLC , JPMorgan Chase & Co , Suncor Energy Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Danone , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Oppenheimer Developing Markets A , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Bright Horizons Family Solutions Inc , Bunzl PLC , Constant Contact Inc , Swift Transportation Co , Atwood Oceanics Inc ,
  • Category: World Stock
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF , SPDR Barclays Capital Short Term Corp Bd , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
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  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Priceline Group Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
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  • Holdings: Corning Inc , Devon Energy Corp , Freeport-McMoRan Inc , NVIDIA Corp , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Bunzl PLC , Croda International PLC , Bellway PLC , Amadeus IT Holding SA , Next PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: American International Group Inc , Illumina Inc , Samsonite International SA , Alkermes PLC , DexCom Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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Funds From: ptebx - Dreyfus Municipal Bond Opportunity A LW to KAUAX - Federated Kaufmann A Load Waived
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