Premium Funds From: ldfax - QS Legg Mason Dynamic Multi-Strateg A LW to tarex - Third Avenue Real Estate Value Instl


  • Holdings: QS Batterymarch US Lg Cap Eq IS , ClearBridge Aggressive Growth IS , Legg Mason BW Global Opportunities Bd IS , Western Asset Intermediate Bond IS , Legg Mason BW Diversified Lg Cp Val IS ,
  • Category: Moderate Allocation
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  • Holdings: Cerner Corp , CVS Health Corp , Wells Fargo & Co , Estee Lauder Cos Inc Class A , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Under Armour Inc Class A , Apple Inc , Gilead Sciences Inc , Micron Technology Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Goldcorp Inc , Randgold Resources Ltd ADR , Eldorado Gold Corp , Royal Gold Inc , Silver Wheaton Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Genesco Inc , Cavium Inc , Vitamin Shoppe Inc , Waste Connections Inc , Medidata Solutions Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Great-West MFS International Value Init , Great-West Goldman Sachs MidCap Val Init , Great-West T. Rowe Price Equity Inc Init , Great-West Putnam Equity Income Init , Great-West Templeton Global Bond Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Financial Select Sector SPDR® ETF , Consumer Staples Select Sector SPDR® ETF , Utilities Select Sector SPDR® ETF , Consumer Discret Sel Sect SPDR® ETF , Energy Select Sector SPDR® ETF ,
  • Category: Large Blend
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  • Holdings: Oracle Corporation , AIA Group Ltd , Keyence Corp , Bayer AG , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Schwab S&P 500 Index , Schwab Small Cap Index , Schwab International Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 1.375% , E I du Pont de Nemours & Company , MasterCard Inc Class A , US Treasury Note 2.25% , Union Pacific Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Lockheed Martin Corp , Philip Morris International Inc , JPMorgan Chase & Co , Exxon Mobil Corporation , United Parcel Service Inc (UPS) Class B ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu Inc ADR , Grupo Televisa SAB ADR , Pernod Ricard NV , Syngenta AG , SK Hynix Inc ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: British American Tobacco PLC , Housing Development Finance Corp Ltd , ITC Ltd , Ambev SA ADR , HDFC Bank Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard Total Bond Market ETF , iShares Floating Rate Bond , iShares iBoxx $ Invst Grade Crp Bond , Macy's Inc , General Motors Co ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: SBA Communications Corp , Gartner Inc Class A , TransDigm Group Inc , Berry Plastics Group Inc , Brookdale Senior Living Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Weyerhaeuser Co , Cheung Kong Holdings Ltd , Forest City Enterprises Inc Class A , Songbird Estates PLC , First Industrial Realty Trust Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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Premium Funds From: ldfax - QS Legg Mason Dynamic Multi-Strateg A LW to tarex - Third Avenue Real Estate Value Instl
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