Funds From: vssvx - VALIC Company I Small Cap Special Val to fmnzx - Franklin MN Tax-Free Income Adv


  • Holdings: First Citizens BancShares Inc (DE) Class A , Kadant Inc , Treehouse Foods Inc , Mueller Industries Inc , Vishay Intertechnology Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: EOG Resources Inc , American International Group Inc , Popular Inc , Devon Energy Corp , Cimarex Energy Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Lockheed Martin Corp , Microchip Technology Inc , American Realty Capital Properties Inc Class A , Occidental Petroleum Corp , Eaton Corp PLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Apprec Idx ETF , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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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: JPMorgan Chase & Co , Wells Fargo & Co , Pfizer Inc , Exxon Mobil Corporation , Hewlett-Packard Co ,
  • Category: Large Value
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR Barclays High Yield Bond , Crown Americas Llc/Cap Corp Iv 4.5% , Petroleos De Venezuela Sa 5.125% , Equinix 5.375% ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Neuberger Berman Socially Rspns Inst , Parnassus Core Equity Institutional , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Gilead Sciences Inc , AbbVie Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Chicago Bridge & Iron Company , TRW Automotive Holdings Corp , Medivation Inc , Macquarie Infrastructure Co LLC , Domtar Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for ETGLX investment picks
  • Holdings: LVMH Moet Hennessy Louis Vuitton SA , Google Inc Class A , Accenture PLC Class A , Danone , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for MPHSX investment picks
  • Holdings: Bunzl PLC , Swift Transportation Co , Croda International PLC , Kroton Educacional SA , Rice Energy Inc ,
  • Category: World Stock
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds Inc Fund of Amer R6 , American Funds American Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Hyundai Motor Co , Itau Unibanco Holding SA ADR , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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Funds From: vssvx - VALIC Company I Small Cap Special Val to fmnzx - Franklin MN Tax-Free Income Adv
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