Funds From: mfiax - MFS Municipal Income A Load Waived to tweax - American Century Equity Income A LW


  • Holdings: Priceline Group Inc , Snap-on Inc , Garmin Ltd , Deluxe Corp , Apple Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Microsoft Corp , Verizon Communications Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Alcoa Inc , Gibraltar Industries Inc , LB Foster Co Class A , Royal Caribbean Cruises Ltd , Miller Industries Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Semgroup Corp , PacWest Bancorp , CommScope Holding Co Inc , Lithia Motors Inc Class A , Cardtronics Inc ,
  • Category: Small Blend
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  • Holdings: Nikkei 225 (Ose) Sep14 Xose 20140911 , Ftse 100 Idx Fut Sep14 Xlif 20140919 , Henderson Unconstrained Bond I , iShares TIPS Bond , PowerShares Senior Loan ETF ,
  • Category: World Allocation
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  • Holdings: Mini Msci Emg Mkt Sep14 Ifus 20140919 , Samsung Electronics Co Ltd , China Mobile Ltd , KB Financial Group Inc , Shinhan Financial Group Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Actavis PLC , MasterCard Inc Class A , Visa Inc Class A , Biogen Idec Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp ADR , Teva Pharmaceutical Industries Ltd ADR , Royal Dutch Shell PLC ADR Class B , UBS AG , MS&AD Insurance Group Holdings Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Madison Large Cap Value Y , Madison Large Cap Growth Y , Schwab Fdmtl US Lg Co Idx , Vanguard FTSE All-World ex-US ETF , Metropolitan West Total Return Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Hartford Financial Services Group Inc , Adobe Systems Inc , Allergan Inc , CBRE Group Inc , Actavis PLC ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Tesla Motors Inc , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Actavis PLC , SBA Communications Corp , MasterCard Inc Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward EM Corporate Debt Institutional , Forward International Dividend Instl , Forward Emerging Markets Instl , Forward Commodity L/S Strategy Z ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Medtronic Inc , Twenty-First Century Fox Inc Class B , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Rambus Inc Del 144A Cv 1.125% , Intermune Cv 2.5% , Wells Fargo & Co, San Francisco Ca Pfd , Bk Amer Pfd , Walter Invt Mgmt Cv 4.5% ,
  • Category: Convertibles
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  • Holdings: Prudential International Value A , Prudential Large Cap Core Equity A , Prudential Strategic Value Z , Prudential Jennison International Opps Z , Prudential Jennison Equity Opp A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI ACWI , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Suncor Energy Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Chevron Corp , Exxon Mobil Corporation , Citigroup Inc , JPMorgan Chase & Co , Cisco Systems Inc ,
  • Category: Large Value
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Oracle Corporation , Qualcomm Inc ,
  • Category: Large Growth
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  • Holdings: Johnson & Johnson , Wells Fargo & Co, San Francisco Ca Pfd , Exxon Mobil Corporation , Bk Amer Pfd , Intel Cv 2.95% ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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Funds From: mfiax - MFS Municipal Income A Load Waived to tweax - American Century Equity Income A LW
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