Premium Funds From: bsiix - BlackRock Strategic Income Opps Instl to minfx - MFS International Value R2


  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
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  • Holdings: BlackRock Total Return , BlackRock Inflation Prted Bd BlackRock , BlackRock Strategic Income Opps Instl , BlackRock Global Long/Short Credit Instl , BlackRock Global Long/Short Equity Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , Vanguard Consumer Staples ETF , Health Care Select Sector SPDR® ETF , PowerShares Dynamic Pharmaceuticals ETF , PowerShares Aerospace & Defense ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: United Parcel Service Inc (UPS) Class B , Lockheed Martin Corp , UnitedHealth Group Inc , Wal-Mart Stores Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Danaher Corp , Marsh & McLennan Companies Inc , United Technologies Corp , UnitedHealth Group Inc , AutoZone Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , Novo Nordisk A/S , Samsung Electronics Co Ltd , International Container Terminal Services Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , JPMorgan Chase & Co , American Airlines Group Inc , Merck & Co Inc , Phillips 66 ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Shrt-Term Infl-Prot Sec Idx Inv ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu Inc ADR , Tencent Holdings Ltd. , AIA Group Ltd , SOFTBANK Corp , SMC Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , Tencent Holdings Ltd. , AIA Group Ltd , SOFTBANK Corp , SMC Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , S+p500 Emini Fut Sep14 Xcme 20140919 , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Kao Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Bank of America Corporation , Oracle Corporation , General Motors Co , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oakbx investment picks
  • Holdings: Bank of America Corporation , Oracle Corporation , General Motors Co , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Kao Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Kao Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Kao Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Kao Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Kao Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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Premium Funds From: bsiix - BlackRock Strategic Income Opps Instl to minfx - MFS International Value R2
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