Funds From: tvdax.lw - Transparent Value Large-Cap Defensi A LW to sawax.lw - State Farm LifePath 2020 Legacy A LW


  • Holdings: B/E Aerospace Inc, Health Care REIT, Inc., CVS Caremark Corp, Sprint Nextel Corp, National Retail Properties Inc
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Equity, Bond, United Technologies Corp, Danaher Corporation, Thermo Fisher Scientific Inc, Fiserv, Inc., Pfizer Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation, General Electric Co, Chevron Corp, AT&T Inc, Pfizer Inc
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: SunTrust Banks Inc, General Mills, Inc., Heineken N.V., Kimberly-Clark Corporation, Raytheon Company
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: AstraZeneca PLC ADR, BAE Systems PLC ADR, Telstra Corp Ltd ADR, Vodafone Group PLC ADR, Canadian Oil Sands Ltd
  • Category: World Stock
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  • Holdings: iShares S&P 500 Value Index, Seagate Technology PLC, Health Care REIT, Inc., National Retail Properties Inc, Equity Residential
  • Category: Large Value
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  • Holdings: Equity, Bond, Huntington Ingalls Industries Inc, Xerox Corporation
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Manning & Napier Pro-Blend Cnsrv Term I
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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  • Holdings: General Electric Co, AT&T Inc, Pfizer Inc, Citigroup Inc, Chevron Corp
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Affiliated Managers Group Inc, Tesla Motors, Inc., Ametek, Inc., PPG Industries, Inc., Citrix Systems, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for fidyx investment picks
  • Holdings: Credit Suisse Group, Intesa Sanpaolo, Daimler AG, Lloyds Banking Group PLC, BNP Paribas
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Google, Inc. Class A, Microsoft Corporation, Apple Inc, Sap AG, HSBC Holdings PLC
  • Category: World Stock
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  • Holdings: Equity, Bond, American Century NT Diversified Bond I, American Century NT Large Company Val I, American Century NT Equity Growth Instl, American Century Infl-Adj Bond Instl, American Century International Bd Instl
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, Transamerica Total Return I2, Transamerica Core Bond I2, Transamerica Short-Term Bond I2, Transamerica Bond I2, Transamerica Real Return TIPS I2
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond, DFA International Small Cap Value I, DFA International Vector Equity I, DFA Emerging Markets Small Cap I
  • Category: Foreign Small/Mid Value
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  • Holdings: Pike Electric Corporation, Newalta Corp, International Rectifier, Zimmer Holdings Inc, Orion Marine Group, Inc.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Zimmer Holdings Inc, KDDI Corp. ADR, Dollar General Corporation, Walgreen Company, International Business Machines Corp
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for owlcx investment picks
  • Holdings: NXP Semiconductor NV, Toll Brothers Inc, Kroger Co, Michael Kors Holdings Ltd, HomeAway Inc
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Equity, Bond, Profunds Swap Secuirty Gs, Profunds Swap Secuirty Ub
  • Category: Bear Market
Sign-up for ucpix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for teffx investment picks
  • Holdings: Occidental Petroleum Corporation, United Technologies Corp, Medtronic, Inc., Hartford Financial Services Group Inc, Citigroup Inc
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: NYSE Euronext, Inc., Ford Motor Co, Cliffs Natural Resources Inc., Western Digital Corporation
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Equity, Bond, Oppenheimer Core Bond Y, Oppenheimer Limited-Term Government Y, Oppenheimer International Bond Y, Oppenheimer Value Y, Oppenheimer Capital Appreciation Y
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Toyota Motor Corp ADR, McKesson, Inc., Biogen Idec Inc, VF Corporation
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for MEGAX investment picks
  • Holdings: Equity, Bond, CoreAlpha Bond Master Portfolio, Active Stock Master Portfolio, iShares MSCI EAFE Index, iShares Barclays TIPS Bond, BlackRock Commodity Strategies Instl
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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Funds From: tvdax.lw - Transparent Value Large-Cap Defensi A LW to sawax.lw - State Farm LifePath 2020 Legacy A LW
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity