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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Altria Group Inc , Philip Morris International Inc , Verizon Communications Inc , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Westinghouse Air Brake Technologies Corp , Church & Dwight Company, Inc. , AptarGroup, Inc. , Compass Minerals International Inc , Clarcor Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Salix Pharmaceuticals Ltd , Cooper Companies , Harman International Industries Inc , Alkermes PLC , Kirby Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Intl Stock Index Inv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Equity-Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series Growth Company F , Fidelity® Series Growth & Income F ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Intel Corp , AT&T Inc , ConocoPhillips , MetLife Inc , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Danone , Nestle SA , Kao Corp , Reckitt Benckiser Group PLC , KDDI Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: HSBC Holdings PLC , Zurich Insurance Group AG ADR , Royal Dutch Shell PLC ADR Class A , Sasol Ltd ADR , Volkswagen AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Fleetcor Technologies, Inc. , Facebook Inc Class A , HCA Holdings Inc , Copa Holdings SA Class A , Time Warner Cable Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Affiliated Managers Group Inc , SBA Communications Corp , NiSource Inc , Invesco Ltd , Skyworks Solutions Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Mitsubishi UFJ Financial Group Inc , Ares Capital Corporation , Microsoft Corp ,
  • Category: Conservative Allocation
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  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Asset Allocation Bond VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Chevron Corp , Exxon Mobil Corporation , BHP Billiton PLC , Jpmorgan Chase Bk N A Mandatory Exc 144A ,
  • Category: Commodities Broad Basket
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  • Holdings: American Tower Corp , TransCanada Corp , National Grid PLC , Enbridge Inc , NiSource Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Verizon Communications Inc , Microsoft Corp , Facebook Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: United Rentals Inc , Henry Schein Inc , Eurofins Scientific Group SA , Oceaneering International , Edwards Lifesciences Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: AdvisorShares Peritus High Yield ETF , Ares Capital Corporation , New Residential Investment Corp , Apollo Investment Corp , Fifth Street Finance Corporation ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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Premium Funds From: mcagx - MFS Aggressive Growth Allocation C to rfnex - American Funds Fundamental Invs R4
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