Funds From: mfocx - Marsico Focus - Morningstar 3 Star Rated Fund to meifx - Meridian Equity Income Legacy - Morningstar 3 Star Rated Fund


  • Holdings: Gilead Sciences Inc , Biogen Idec Inc , Priceline Group Inc , Monsanto Co , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: EOG Resources Inc , Cameron International Corp , Lennar Corp , Toll Brothers Inc , B/E Aerospace Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Colfax Corp , Genesco Inc , Huntsman Corp , Waste Connections Inc , Bally Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Priceline Group Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Premium Yield Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Oracle Corporation , Qualcomm Inc , Visa Inc Class A , Cisco Systems Inc , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Interm-Tm Corp Bd Idx ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Apprec Idx ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Belden Inc , Diebold Inc , Helen of Troy, Ltd. , First Niagara Financial Group Inc , Mueller Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Merck & Co Inc , Verizon Communications Inc , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Merck & Co Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: 90day Euro$ Future 12/14/15 Notional Euro$ 3mo Td , 90day Euro$ Futr 09/14/15 Notional Euro$ 3mo Td , 90day Euro$ Future 03/14/16 Notional Euro$ 3mo Td , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , 5 Year US Treasury Note Future Sept14 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA Two-Year Global Fixed-Income I , DFA Short-Term Extended Quality I , DFA US Core Equity 2 I , DFA Inflation-Protected Securities I , DFA International Core Equity I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Skandinaviska Enskilda Banken AB ADR , Occidental Petroleum Corp , Roche Holding AG , Preferred Pass Through Tr 2006 144A FRN ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Kotak Mahindra Bank Ltd , ITC Ltd , Gujarat Pipavav Port Ltd , HDFC Bank Ltd , Emami Ltd ,
  • Category: India Equity
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Lockheed Martin Corp , Microchip Technology Inc , American Realty Capital Properties Inc Class A , Occidental Petroleum Corp , Eaton Corp PLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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Funds From: mfocx - Marsico Focus - Morningstar 3 Star Rated Fund to meifx - Meridian Equity Income Legacy - Morningstar 3 Star Rated Fund
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