Funds From: PMZIX - PIMCO Mortgage Opportunities Instl to lvcix - Lord Abbett Calibrated Large Cap Value I


  • Holdings: Forward International Dividend Instl , Forward Investment Grade Fxd-Inc Z , Forward Select EM Dividend Institutional , Forward Total MarketPlus Z , Forward EM Corporate Debt Institutional ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class A , HSBC Holdings PLC ADR , Total SA , Banco Santander SA ,
  • Category: Foreign Large Value
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Amdocs Ltd , Bank of America Corporation , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: ALPS Alerian MLP ETF , Yorkville High Income MLP ETF , BlackRock High Yield Bond Instl , SPDR Wells Fargo Preferred Stock ETF , PowerShares Senior Loan ETF ,
  • Category: Tactical Allocation
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  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
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  • Holdings: US TREASURY TIP , US Treasury TIP 0.125% , Total SA , US Treasury TIP 1.125% , US TREASURY TIP ,
  • Category: World Allocation
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  • Holdings: DFA US Core Equity 1 I , DFA US Large Company I , DFA Large Cap International I , DFA International Core Equity I , DFA Emerging Markets Core Equity I ,
  • Category: World Stock
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  • Holdings: American Airlines Group Inc , Delta Air Lines Inc , Genworth Financial Inc , Apple Inc Jan15 71.43 Call , MGIC Investment Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Avis Budget Group Inc , Rosetta Resources Inc , iStar Financial Inc , Navigators Group , HCC Insurance Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , American Airlines Group Inc , FNMA , US Treasury Note 0.25% ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Holdings: Naspers Ltd Class N , Roche Holding AG , Sanofi , Lafarge Sa , Hewlett-Packard Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: China Mobile Ltd , America Movil SAB de CV Class L , Hyundai Motor Co , Ternium SA ADR , Komercni Banka AS ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Denbury Resources Inc , Apple Inc , Iron Mountain Inc , Loews Corp , Wal-Mart Stores Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Dreyfus Global Emerging Markets Y , Tencent Holdings Ltd. , Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Cempclssf Fund Ltd , At&T 2.4% , Goldman Sachs Grp 5.625% , Compass EMP Ultra Short-Term Fixd Inc I ,
  • Category: Managed Futures
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Pfizer Inc , Exxon Mobil Corporation , Citigroup Inc ,
  • Category: Large Value
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Funds From: PMZIX - PIMCO Mortgage Opportunities Instl to lvcix - Lord Abbett Calibrated Large Cap Value I
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