Funds From: gsmux - Goldman Sachs Dynamic Municipal Inc C to RPPFX - American Funds Preservation Port R5


  • Holdings: NICE-Systems Ltd ADR , PrivateBancorp Inc , Resources Connection Inc , Everest Re Group Ltd , Cross Country Healthcare Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , MSCI Emerging Market Index Future Mar15 , Tencent Holdings Ltd. , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Asbury Automotive Group Inc , Deluxe Corp , Steris Corp , Impax Laboratories Inc , Take-Two Interactive Software Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Protective Life Corp , Berkshire Hathaway Inc Class A , Vodafone Group PLC ADR , Jazztel PLC , Kinnevik Investment AB Class A ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Mini 10-Year Japanese Govt Bond , E-mini S&P 500 Index Future Mar15 , Columbia Mortgage Opportunities I , Euro$ 90 Day Jun 15 , Long Gilt Mar 15 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PPL Corp , NextEra Energy Inc , Comcast Corp Class A , NRG Energy Inc , Exelon Corp ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , iShares Core US Aggregate Bond , JPMorgan Realty Income R5 ,
  • Category: Target Date 2031-2035
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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 Income Bldr R6 , American Funds Income Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Intermediate-Term Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Home Depot Inc , PepsiCo Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Capital Income Bldr R6 , American Funds Growth Fund of Amer R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Google Inc Class C , Verizon Communications Inc , Procter & Gamble Co , Apple Inc , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Broadcom Corp , Intel Corp , Qualcomm Inc , Texas Instruments Inc , Samsung Electronics Co Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Southwest Airlines Co , Intuit Inc , VF Corp , Jarden Corp , Chipotle Mexican Grill Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fiesta Restaurant Group Inc , Swift Transportation Co , Spansion Inc Class A , Qlik Technologies Inc , Jack In The Box Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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Funds From: gsmux - Goldman Sachs Dynamic Municipal Inc C to RPPFX - American Funds Preservation Port R5
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