Premium Funds From: tagbx - Templeton Global Balanced A to cxxrx - Columbia Small Cap Index R5


  • Holdings: United Mexican States 7.25% , Mexico(Utd Mex St) 8% , Malaysia (Govt Of) 3.172% , Sri Lanka Rep 6.25% , Samsung Electronics Co Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , PVH Corp , Brookfield Infrastructure Partners LP , Delta Air Lines Inc ,
  • Category: Long/Short Equity
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  • Holdings: Apple Inc , Qualcomm Inc , Microsoft Corp , Starwood Hotels & Resorts Worldwide Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: El Paso Pipeline Partners LP , Targa Resources Partners LP , Enterprise Products Partners LP , Buckeye Partners LP , Kinder Morgan Management LLC ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , PVH Corp , Brookfield Infrastructure Partners LP , Delta Air Lines Inc ,
  • Category: Long/Short Equity
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  • Holdings: Baidu Inc ADR , SK Hynix Inc , Pernod Ricard NV , Grupo Televisa SAB ADR , Syngenta AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: El Paso Pipeline Partners LP , Targa Resources Partners LP , Enterprise Products Partners LP , Buckeye Partners LP , Kinder Morgan Management LLC ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , PVH Corp , Brookfield Infrastructure Partners LP , Delta Air Lines Inc ,
  • Category: Long/Short Equity
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  • Holdings: A P Møller-Maersk Class B , Accor SA , Koninklijke KPN NV , Metro AG , Direct Line Insurance Group PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Julius Baer Gruppe AG , Sugi Holdings Co., Ltd. , DGB Financial Group Co Ltd , Kaba Holding AG , Michael Page International PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 1.25% , Wells Fargo & Co , JPMorgan Chase & Co , Cisco Systems Inc , Merck & Co Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Newhall Holding Co Llc, Class A , Forest City Enterprises Inc Class A , Songbird Estates PLC , Cheung Kong Holdings Ltd , Weyerhaeuser Co ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Newhall Holding Co Llc, Class A , Forest City Enterprises Inc Class A , Songbird Estates PLC , Cheung Kong Holdings Ltd , Weyerhaeuser Co ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Questcor Pharmaceuticals Inc , Centene Corp , ARRIS Group Inc , Toro Co , Teledyne Technologies Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , FNMA , US Treasury Note 0.25% , FNMA , Exxon Mobil Corporation ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series International Value , Fidelity® Series Equity-Income , Fidelity® Series International Growth , Fidelity® Series Growth Company , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: Questcor Pharmaceuticals Inc , Centene Corp , ARRIS Group Inc , Toro Co , Teledyne Technologies Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Questcor Pharmaceuticals Inc , Centene Corp , ARRIS Group Inc , Toro Co , Teledyne Technologies Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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Premium Funds From: tagbx - Templeton Global Balanced A to cxxrx - Columbia Small Cap Index R5
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